01Customer communication
WhatsApp AI Assistant
An intelligent multi-account WhatsApp workspace that handles structured first contact, verifies customers, arranges callbacks, supports appointment journeys and lets staff take over live conversations.
Best suited to
- Letting agents handling high message volumes
- Property managers coordinating tenants and suppliers
What it adds
- Shared permission-aware inbox
- Registered-customer verification
- Conversation history on customer records
- Guided ticket, callback and team hand-off flows
Operational value: Helps teams respond in the channel customers already use without losing ownership, history or compliance context.
02Website engagement
Visitor Intelligence & Live Engagement
Shows how visitors move through the public website and gives authorised teams a controlled route into live chat or browser-based voice engagement.
Best suited to
- Sales and service teams responding to active interest
- Organisations improving website conversion and visitor support
What it adds
- Live visitor and journey visibility
- Conversation invitations and chat
- Browser voice sessions
- Recorded engagement evidence and access controls
Operational value: Turns anonymous website activity into timely, accountable engagement while keeping the interaction connected to operational follow-up.
03Voice and presence
xConnect
A browser-based calling and presence layer for internal extensions, customer conversations, website calling and controlled call history.
Best suited to
- Multi-office property teams
- Operations that need faster internal and customer calling
What it adds
- Internal extension calling
- Account IVR and website calling
- Live customer and visitor presence
- Call history and controlled synchronisation
Operational value: Reduces switching between systems and gives teams a clearer voice workflow alongside customer and property records.
04Email operations
Mailbox Exchange
Connects personal and shared mailboxes so authorised staff can manage messages, organise work and convert email into CRM activity.
Best suited to
- Shared property management inboxes
- Compliance, maintenance and finance teams
What it adds
- Personal and shared mailbox connections
- Message organisation and search
- Approved AI-assisted handling
- Conversion of email into connected CRM work
Operational value: Keeps email from becoming an isolated operational silo and makes responsibility, context and follow-up easier to track.
05Scheduling
Appointments & Scheduling
Provides services, providers, availability, public booking, client requests, reminders, calendars, recurrence, feedback and reporting.
Best suited to
- Viewings, inspections and consultations
- Supplier visits and compliance appointments
What it adds
- Public and client booking routes
- Provider schedules and availability
- Calendar and meeting integrations
- Reminders, recurrence and feedback
Operational value: Creates a dependable booking path from initial request through attendance, communication and outcome evidence.
06Property compliance
Compliance Monitor
A structured property and tenancy compliance workspace for safety certificates, licensing, renewals, notifications, retention and audit evidence.
Best suited to
- Letting agencies and property managers
- Landlords and compliance-led service teams
What it adds
- Certificate and obligation tracking
- Renewal and notification workflows
- Evidence review and approval
- GDPR retention and audit support
Operational value: Makes due work, missing evidence and approval status visible before they become harder to manage or explain.
07Specialist property operations
HMO Manager
Manages HMO properties, rooms, occupants, bookings, enquiries, KYC, compliance documents, inspections, agreements and terminations.
Best suited to
- HMO landlords and operators
- Agents managing room-by-room occupancy
What it adds
- Property and room registers
- Occupant and booking workflows
- KYC, documents and inspections
- Agreement, termination and audit history
Operational value: Provides the extra structure needed when one property contains multiple rooms, occupants, agreements and compliance dependencies.
08Licensing workflow
Licence Applications
Supports consultant-led landlord licence applications from authenticated submission through evidence, authority progress, inspection and issue.
Best suited to
- Property compliance consultancies
- Landlords and agents managing licence cases
What it adds
- Secure application intake
- Document and evidence control
- Authority workflow and inspections
- Portal updates and audit evidence
Operational value: Gives every application a defined stage, evidence trail and client-visible route instead of relying on disconnected email and spreadsheets.
09Compliance casework
Full Compliance Applications
Runs complete landlord and property compliance cases from intake and consultation through evidence, authority progression, completion and renewal.
Best suited to
- Managed compliance providers
- Teams delivering end-to-end property casework
What it adds
- Structured intake and consultation
- Proposal and evidence stages
- Authority progression and approvals
- Completion, renewal and service history
Operational value: Creates one accountable case record for complex work that crosses clients, properties, evidence, authorities and scheduled follow-up.
10Service delivery
Service Journeys
Creates structured journeys for full compliance, one-off services and property licensing with stages, tasks, messages, documents and client visibility.
Best suited to
- Teams delivering repeatable professional services
- Operations requiring clear client milestones
What it adds
- Defined multi-stage delivery
- Tasks and ownership
- Messages and document exchange
- Client visibility and automated notifications
Operational value: Standardises delivery without hiding exceptions, helping staff and clients understand what has happened and what comes next.
11People operations
Human Resource Management
Extends Proplix with employee records, onboarding, protected documents, time, leave, draft payroll, portals, rota governance and automation.
Best suited to
- Larger property and facilities teams
- Multi-location organisations managing employees and rotas
What it adds
- Authoritative employee records
- Secure onboarding and documents
- Time, leave and rota controls
- Governed portals, reporting and notifications
Operational value: Brings workforce administration closer to operational delivery while protecting sensitive records and controlled amendments.
12Formal correspondence
Letter Manager
Creates branded letters, verified PDFs, optional enclosures, recipient signatures, read evidence, postal tracking and authorised client history.
Best suited to
- Compliance and tenancy correspondence
- Formal notices and evidence-led communication
What it adds
- Reusable letter templates
- Branded PDF generation
- QR verification and e-signatures
- Read receipts, postal tracking and history
Operational value: Makes formal correspondence easier to produce consistently and easier to evidence later.
13Operational reporting
Advanced Task Filters
Builds precise task views using selected fields, reporting periods, grouped operational work and reusable personal filters.
Best suited to
- High-volume maintenance and compliance teams
- Managers reviewing workloads and exceptions
What it adds
- Detailed task conditions
- Visible and exported column control
- Operational grouping
- Reusable personal filter templates
Operational value: Helps each role focus on the work requiring attention without changing the underlying task records or permissions.
14Service quality
Customer Surveys & Feedback Management
Designs surveys, distributes them to CRM audiences or imported lists, collects public responses and analyses results.
Best suited to
- Tenant, landlord and supplier feedback
- Post-service quality review and engagement
What it adds
- Survey design and distribution
- CRM and imported audiences
- Public response collection
- Analysis and outcome reporting
Operational value: Adds structured evidence to service improvement instead of relying on untracked comments or isolated forms.
15Integration and portals
Proplix Secure API Gateway
Provides one-way secure portal tokens, short-lived client sessions and controlled data APIs for external workspaces and protected documents.
Best suited to
- Custom portals and specialist integrations
- Organisations exposing selected data to trusted systems
What it adds
- Secure portal tokens
- Short-lived client sessions
- Controlled module and property APIs
- Protected document access
Operational value: Creates a governed integration boundary so connected services receive only the authorised data and session scope they need.
16Governed AI
OpenAI Integration
Connects supported CRM AI functions to OpenAI with provider configuration, privacy controls, model selection and controlled fine-tuning behaviour.
Best suited to
- Teams reducing repetitive drafting and analysis
- Organisations requiring governed AI configuration
What it adds
- Provider and model configuration
- Privacy and operational controls
- Supported AI-assisted workflows
- Controlled job and fine-tuning behaviour
Operational value: Adds AI assistance inside defined workflows while keeping configuration, permissions and human review visible.
