Operating phase 01
Plan & Maintain
Asset plan
TechPark CampusAHU-04 · Tower B
- Maintenance
- Quarterly
- Due
- Today
- AMC
- Active
- Checklist
- Ready
PROPERTY & FACILITY MANAGEMENT
Turn facility operations into structured, accountable work.
Manage facilities, assets, preventive maintenance, work orders, vendors, inventory, compliance, technicians and occupant requests in one connected property operations platform.
Built for operational teams where asset uptime depends on schedules, technicians, vendors, consumables and clear occupant communication.
Core operating motions
Connect the motions that determine whether the promise is delivered.
Facility, Asset & Preventive Maintenance
Structure the location and asset hierarchy, then generate accountable recurring maintenance work.
- Facility and zone hierarchy
- Asset register
- Maintenance schedules
- Inspection history
Work Orders, Complaints & Technician Execution
Move occupant requests and detected issues into assigned work with SLA and field evidence.
- Complaint intake
- Work-order assignment
- Technician mobile updates
- SLA and resolution
Vendor, Inventory & Compliance
Connect external service, consumables and compliance milestones to the assets and work they support.
- Vendor assignment
- Consumable stock / reorder
- Service cost context
- Compliance renewal
Occupant Portal & Operational Visibility
Give occupants a clear request path while managers monitor facility-level performance.
- Occupant requests
- Portal status
- Communication history
- Operational dashboards
Industry-ready. Shaped around your business.
Start with the building blocks for facility operations. Shape them around your maintenance model.
automateCRM connects facilities, zones, assets, maintenance plans, work orders, technicians, vendors, inventory and compliance history as one operating foundation. Adapt these building blocks around your ownership model, SLAs, maintenance policies and approval rules, then use process intelligence to automate more and continuously improve execution.
Industry-ready building blocks
Start with the records, modules, relationships and operating capabilities commonly required in this industry already connected.
FacilityZoneAssetMaintenance PlanWork OrderTechnicianVendorInventory
Wire your unique process
Shape stages, ownership, approvals, SLAs, handoffs and business rules around how your operation actually works.
StageOwnerApprovalSLAException
Guide the work
Give each person the right context and next action as work moves across teams, customers and operating processes.
Work packet
Next actionReview and proceed
Assigned ownerProcess owner
Due timeSLA governed
ContextCustomer + process
Automate & improve continuously
Use workflows, AI and process intelligence to reduce repetitive work, identify friction and progressively improve execution.
AutomationHuman reviewAI assistanceConstraint identifiedProcess improved
Human-led→Assisted→Automated where appropriate
Operating flows you can shape
Preventive MaintenanceBreakdown RequestWork Order AssignmentVendor ApprovalParts IssueCompliance InspectionSLA EscalationWork Closure
Continue with the platform
Explore the platform foundations behind this industry operating model.
PURPOSE-BUILT WORK EXPERIENCES
The right screen for the work in front of you.
automateCRM does not force every job through the same generic CRM interface. Processes can open the record, guided form or purpose-built business screen needed for that step, with the relevant customer and process context already in place.
White-glove implementation
Start with the operation that matters most. Expand from what works.
You do not need to transform the entire business at once. We start with a priority operating process, understand how your team actually works, configure automateCRM around that model, validate it with the people who will use it and deploy it into live operations. Once the process is working, we expand from what has been proven.
- 01DiscoverUnderstand the operation
- 02DesignDefine the operating model
- 03ConfigureShape automateCRM
- 04ValidateTest with the team
- 05DeployMove into live work
- 06ImproveExpand from execution
A practical starting point
Start with maintenance, work-order execution, vendor control or compliance, then expand across the broader facility operation.
Business outcomes
Improve asset availability, service response and operational control.
Higher asset availability
Preventive attention and faster service reduce avoidable downtime.
Faster issue resolution
Technicians and vendors spend more time completing work and less time waiting for context.
Stronger SLA and vendor performance
Service commitments become more predictable and recurring performance issues easier to address.
Lower operational leakage
Recurring work, parts usage, vendor activity and compliance are managed with greater discipline.
FAQs
Common questions about property and facility management.
What does a CRM for property and facility management manage?
A property and facility management CRM can coordinate facilities, assets, maintenance plans, work orders, technicians, vendors, inventory, SLAs and compliance activity. It gives teams one operational context for planned maintenance, reactive service and ongoing asset history.
Can preventive maintenance schedules create work?
Yes. Recurring schedules can trigger assigned maintenance activities with due dates and status.
Can occupant complaints become work orders?
Yes. Requests can be triaged, assigned and resolved against the relevant location or asset.
Can technicians update work from the field?
Yes. Mobile processes can capture status, notes, location, images, forms and completion evidence as configured.
Can vendors and their performance be tracked?
Yes. Vendor assignment, service history, SLA, rating and cost context can be analysed.
Can consumables and reorder actions be coordinated?
Yes. Stock context and configured reorder workflows can support work execution without claiming a full warehouse-management replacement.
Can compliance expiries be monitored?
Yes. Dates, documents, reminders and renewal ownership can be configured around the asset or facility.
Can we begin with preventive maintenance?
Yes. Preventive maintenance can be the first scope before complaints, vendors, inventory or portals are added.