Features

18 modules.
Built for the field.

Every tool your operation needs — organized into four tiers. Core is always included. Add Standard, Premium, and Elite modules to build exactly the stack your team needs.

Core Modules

6 modules included in every plan, always. The operational foundation of your CRM.

Always Included · No Slots Required
Core Module 1

Properties

Your complete property and lead database. Every address auto-geocoded, every contact organized, every note and file attached — accessible from anywhere your team works.

Auto-geocoding on address entry
Contact info & property details
Status tracking (New → Active → Closed)
File & photo uploads per property
Notes & visit history log
One-tap call, email & navigation
Map pin view of all properties
Search, filter & sort
🏠 Properties (47)
47
Total
32
Active
12
Closed
Core Module 2

Tasks

From assignment to completion. Create work orders, track progress in real-time, and close jobs with photo proof — all from the field.

Create tasks with priority & due dates
Assign to team members
Subtask checklists
Photo uploads as proof of work
Comments & attachments
Approval workflows
Status flow (Pending → In Progress → Done)
Completion stats & rates
✅ My Tasks (12)
HIGH
MED
HIGH
12
Open
8
In Progress
156
Done
👥
Team
Role-based access, custom job titles, email invites, and full org-level user management.
Admin, Manager & Rep roles
Custom job titles & permissions
Email invite flow
User activity logs
🗺️
Map
Interactive map view with all property and task pins, filters, and one-tap directions to any job site.
Live property & task markers
Filter by status & type
One-tap directions
Cluster view for dense areas
📄
Templates
Build a library of reusable task templates with auto-subtasks so your team never starts from scratch.
Reusable work order templates
Auto-populated subtasks
Default priority & duration
Org-wide template library
🔔
Notifications
Push notifications, email digests, and configurable quiet hours so your team stays informed without being overwhelmed.
Real-time push notifications
Email digest summaries
Quiet hours per user
Assignment & status alerts

Standard Modules

Operational add-ons that extend your CRM's data and reporting capabilities. Fill your plan's Standard slots or add à la carte for $20/mo each.

$20/mo per extra slot
⚙️
Custom Fields
Add custom data fields to properties, tasks, and contacts per organization. Capture exactly what your business needs to track.
Text, number, date & dropdown fields
Per-org field configuration
Applies to properties, tasks & contacts
📊
Reports
CSV/PDF export, scheduled reports, and custom dashboards. Get the data you need in the format you want.
CSV & PDF exports
Scheduled automated reports
Custom dashboard builder
👤
Contacts
A dedicated contact manager with relationship tracking, tags, and full interaction history separate from property records.
Contact profiles & tagging
Relationship linking
Interaction history log
📋
Forms
Custom inspection forms, site checklists, and digital signatures. Capture structured data in the field and attach it to any record.
Custom form builder
Site checklists & inspections
Digital signature capture
📚
Knowledge Base
An internal wiki for SOPs, training materials, and FAQs. Get your team aligned on processes without group chats or email threads.
Structured article library
SOP & training docs
Searchable FAQ sections
🗂️
File Manager
Centralized document storage with folders, sharing, and versioning. One place for every contract, photo, and form your team generates.
Folder structure & organization
File sharing & permissions
Version history tracking

Premium Modules

High-impact tools for operations that need more power — sales automation, communication, and field tracking. Add à la carte for $45/mo each.

$45/mo per extra slot
📈
Analytics
Advanced reporting, team performance metrics, and activity timelines. Go beyond basic stats to understand how your operation actually performs.
Team performance dashboards
Activity timelines & trends
Rep-level performance metrics
💼
Sales Pipeline
Deals, quotes, products, deal templates, and full pipeline management. Track revenue from first contact to closed deal.
Deal & opportunity tracking
Quotes & product catalog
Pipeline board & stage management
📞
Telephony
Call & SMS logging, tracking, and provider integration with Twilio and RingCentral. Every conversation tied to the right record.
Call & SMS activity logging
Twilio & RingCentral integration
Property-linked call history
💬
Team Chat
Encrypted team messaging with channels, direct messages, and read receipts. Coordinate your field team without leaving the app.
Channel-based messaging
Direct messages & group DMs
Read receipts & encryption
📅
Calendar
Appointment scheduling with Google Calendar and Outlook integration. Keep your field team and office in sync.
Appointment management
Google Calendar & Outlook sync
Linked to properties & tasks
🚗
Mileage
GPS trip tracking, mileage reimbursement, and expense approval. Eliminate manual mileage logs and streamline rep reimbursements.
Automatic GPS trip tracking
Reimbursement calculation
Manager approval workflow

Elite Modules

Enterprise-grade integrations and client-facing tools. Available on Growth plan. Add à la carte for $75/mo each.

Growth Plan · $75/mo per extra slot
🚧 Elite modules are currently in development — they will be available to Growth plan subscribers when they ship. Early adopters on the Growth plan get first access automatically.
🌐
Customer Portal Coming Soon
A client-facing portal where customers can view job status, approve work, and make payments — without calling your office.
Client job status visibility
Work approval flows
Payment collection
🔗
Webhooks Coming Soon
Outbound webhooks, Zapier and Make integration, and event triggers. Connect Aetrix to any tool in your stack.
Outbound webhook triggers
Zapier & Make integration
Custom event configuration
API Access Coming Soon
Full public REST API with key management, rate limiting, and comprehensive documentation for custom integrations.
Public REST API endpoints
API key management
Rate limiting & full docs

Aetrix AI

AI-powered features that work alongside your data — across any module. Add to any plan for $75/mo.

AI Add-On · $75/mo
✦ Powered by AI

Not a separate tool. AI inside your CRM.

Aetrix AI isn't a chatbot bolted on the side. It's a module that unlocks AI capabilities embedded directly inside your existing workflows — starting with Report Maker and expanding to more modules over time.

Works with your dataReads your actual org data — properties, tasks, deals, team activity
🔌
Provider-flexibleClaude, ChatGPT, Gemini, or Microsoft Copilot — your choice
📈
Growing feature setNew AI features roll into this module automatically — same $75/mo
AI Narrative — Report Maker
Inside Report Maker, add an AI Narrative section. Describe what you want written — the AI reads all data sections already in your report and writes a professional, data-grounded paragraph. Edit it, regenerate it, or export it straight to PDF.
Reads live report data as context
Option to pull full org summary stats
Edit freely or regenerate on demand
Exports inline with the full report PDF
🔌
Multi-Provider AI Engine
Aetrix AI routes through your backend — not the browser — so your API key stays secure. Choose which AI model powers it: Claude by Anthropic, GPT-4o by OpenAI, Gemini by Google, or Copilot via Azure. Switch anytime by updating one env variable.
Claude (Anthropic) — recommended
GPT-4o (OpenAI / ChatGPT)
Gemini 1.5 Pro (Google)
Azure OpenAI (Microsoft Copilot)
🔮
More AI Features Coming Soon
Aetrix AI is a living module. Future features roll in automatically under the same $75/mo add-on — no plan changes, no extra charges.
AI-assisted task summaries
Lead scoring & territory insights
Smart anomaly detection in reports
& more as the platform grows
In Development

More Premium modules shipping soon

These Premium modules are actively in development. They'll be added to the module library automatically — no plan changes needed.

Premium
🧾

Invoicing

Create and send invoices, estimates, track payments, and generate PDF documents — all from within the CRM.

Premium
📦

Inventory

Track tools, parts, and equipment with rep assignments and stock alerts. Know what your team has in the field.

Premium
✉️

Email

Send and receive emails directly within the CRM. Templates, mail merge, and full conversation threading tied to records.

Premium
🗓️

Scheduling

Drag-and-drop dispatch board with auto-assign by rep location and availability. Run tighter operations every day.

Early adopters get first access to every new module as it ships.
Modules drop straight into your library — pick them up when you're ready.

Multi-tenant isolation
JWT + bcrypt auth
Role-based access
Encrypted connections
99.9% uptime target

Ready to build your stack?

Start with Core. Add the modules your team needs. Scale when you're ready.

See Pricing