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
How it benefits your property business: 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
How it benefits your property business: 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
How it benefits your property business: 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
How it benefits your property business: 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
How it benefits your property business: Creates a dependable booking path from initial request through attendance, communication and outcome evidence.
06Property compliance
Compliance Monitor
Brings property, tenancy, safety, licensing, governance, renewal and audit workflows into a connected compliance workspace.
Best suited to
- Letting and property management compliance teams
- Landlords and portfolio operators requiring stronger evidence
What it adds
- Property and tenancy compliance registers
- Certificate intake, review and renewal
- Governance, notifications and audit evidence
- Connected licensing and property workflows
How it benefits your property business: Makes compliance responsibilities, evidence and renewal status easier to see before a deadline or audit exposes a gap.
07Specialist property operations
HMO Manager
Coordinates HMO properties, rooms, occupants, bookings, public enquiries, KYC, compliance documents, inspections, agreements and audit evidence.
Best suited to
- HMO operators and specialist letting teams
- Organisations managing room-level occupancy and compliance
What it adds
- Property, room and occupant registers
- Booking and public enquiry routes
- KYC, documents and inspections
- Agreements, terminations and audit history
How it benefits your property business: Provides room-level operational control where a standard whole-property workflow would leave important occupancy and evidence details unclear.
08Licensing workflow
Licence Applications
Manages consultant-led landlord licence applications from authenticated submission through documents, authority workflow, inspection, issue, portal updates and audit evidence.
Best suited to
- Property licensing consultancies
- Landlords and agents managing authority applications
What it adds
- Structured application register and stages
- Administrator and client document routes
- Authority, inspection and issue workflow
- Notifications, portal updates and audit evidence
How it benefits your property business: Gives every application a visible owner, stage and evidence trail instead of relying on disconnected emails with the landlord and authority.
09Compliance casework
Full Compliance Applications
Manages complete landlord and property compliance cases from intake through consultation, proposals, evidence, authority progression, approval, completion and renewal.
Best suited to
- Compliance consultancies and managed-service teams
- Property businesses delivering complex casework
What it adds
- Case register, KPIs and ownership
- Consultation and portfolio review stages
- Proposal versions and verified signatures
- Documents, portal visibility and renewal evidence
How it benefits your property business: Turns complex compliance work into a managed case with defined stages, evidence and client communication.
10Service delivery
Service Journeys
Manages structured Full Compliance, One-Off Service and Property Licensing journeys with intake, delivery stages, tasks, messages, documents and automated notifications.
Best suited to
- Property consultancies offering repeatable services
- Operations coordinating staff and client actions
What it adds
- Structured intake and six-stage delivery
- Tasks, messages and document workspaces
- Client visibility and automated notifications
- Full Compliance, one-off and licensing routes
How it benefits your property business: Makes repeatable services easier to deliver consistently while showing staff and clients 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
How it benefits your property business: 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
How it benefits your property business: 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
How it benefits your property business: 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
How it benefits your property business: 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
How it benefits your property business: 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
How it benefits your property business: Adds AI assistance inside defined workflows while keeping configuration, permissions and human review visible.
17Finance and control
Accounting & Bookkeeping
Runs double-entry bookkeeping, banking, reconciliation, supplier bills, checks, budgets, approvals and financial reports alongside operational CRM records.
Best suited to
- Property businesses bringing finance closer to operations
- Finance teams managing several entities, branches or portfolios
What it adds
- Chart of Accounts and double-entry transactions
- Banking feeds, matching and reconciliation
- Invoices, payments, expenses and supplier bills
- Profit and loss, ageing, tax and ledger reports
How it benefits your property business: Creates a clearer route from operational activity to controlled financial records, reducing re-keying and making reconciliation easier to explain.
18Core property operations
Real Estate Management
Connects properties, owners, agents, brokers, buyers, renters, applications, onboarding, contracts, invoices, maintenance, supplier jobs, portals, payouts and reports.
Best suited to
- Letting and estate agencies
- Property managers and multi-party portfolio operations
What it adds
- Property, owner and applicant records
- Tenant applications and onboarding
- Contracts, invoices and payments
- Maintenance, suppliers, portals and linked compliance
How it benefits your property business: Provides the operational backbone that connects the property, parties, commercial records and ongoing service history.
19Procurement and suppliers
Purchase Management
Manages end-to-end procurement: vendors and items, purchase requests, quotations, purchase orders, delivery, approvals, returns, contracts, invoices, debit notes, payments and reports.
Best suited to
- Property and facilities teams buying goods and services
- Organisations needing controlled supplier approvals
What it adds
- Vendor and item management
- Purchase requests, quotations and approvals
- Purchase orders, delivery and returns
- Contracts, supplier invoices, payments and reports
How it benefits your property business: Replaces informal purchasing by email with a controlled route from internal need through approval, supplier commitment and financial evidence.
20Stock and logistics
Inventory & Warehousing Management
Controls products, warehouses, stock receipts, deliveries, packing, transfers, stocktake, returns, serial numbers, reports and connected CRM operations.
Best suited to
- Property maintenance stores and facilities teams
- Multi-location businesses managing equipment or consumables
What it adds
- Products, variants, serials and barcodes
- Warehouse locations and stock control
- Receiving, delivery, transfer and stocktake
- Returns, warranties, valuation and reports
How it benefits your property business: Gives operational teams evidence of what stock exists, where it is held and how it moved into a property job or customer delivery.
21Document evidence
QR Code Compliance
Places configurable QR codes on supported PDFs, creates immutable compliance records, collects a one-time public handwritten signature and renders a verified locked evidence stamp.
Best suited to
- Property businesses issuing important client documents
- Teams requiring stronger receipt and signature evidence
What it adds
- QR links on supported document PDFs
- Immutable document and client snapshots
- One-time public handwritten signature
- Integrity checks, verified stamps and event history
How it benefits your property business: Adds a clear recipient action and evidence trail to supported documents without relying only on an email sent status.
22Growth and reporting
Advanced Lead Filters
Creates exact lead reports, compares status totals, isolates incomplete geographic data, updates supported statuses and saves personal filter templates.
Best suited to
- Letting, sales and landlord-acquisition teams
- Managers reviewing lead quality and conversion
What it adds
- Ownership, status and source criteria
- Geography, tags, lead type and date filters
- Summary totals and controlled result actions
- Reusable personal lead-report templates
How it benefits your property business: Helps teams understand which enquiries deserve attention and where lead data or follow-up quality is weakening.
23Campaign communication
Email Marketing & Newsletter
Creates controlled bulk-email campaigns from Letter Manager, selects valid CRM contacts or leads, processes queued delivery and reviews recipient-level delivery and open evidence.
Best suited to
- Agencies communicating with landlords, applicants or clients
- Teams running consent-aware property updates and campaigns
What it adds
- CRM contact and lead recipient selection
- Letter Manager template reuse
- Queued, rate-controlled SMTP delivery
- Campaign history and open evidence
How it benefits your property business: Keeps approved campaign content, audience selection and delivery evidence inside the connected CRM environment.
