CRM
Organize every customer, property, contact, and fire protection asset using smart features that keep your data clean and up-to-date.
Store customer-level info once
Stop re-entering the same contact or billing details.
Save key information at the customer level and have it automatically applied across every property associated with that customer—reducing manual entry and keeping your data consistent.
Property overrides whenever you need them
Customer-level info flows down by default, but properties stay fully customizable. Override billing, contacts, and more whenever a property needs something different.
Get the best of both worlds: consistency by default, flexibility when needed.
Full transparency for every change
Every update—big or small—is logged. See who added or edited information, what changed, and when it happened.
With a complete activity timeline, your team gets transparency, accountability, and confidence in every record.
Store any type of asset
Capture every detail for any asset—type, location, status, serial numbers, custom fields, and more. Essential gives you the flexibility to track exactly what matters.
You can also track when assets are due for inspections or other recurring services.
Auto-update contacts
Contacts, like property managers, change frequently. Keeping them up-to-date can be tedious and error-prone.
When customers respond to your outreach forms, their updated information flows straight into your system. New contacts are created automatically, and existing ones are updated without manual work.
