Features

43 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

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

Always Included
🏠
Properties
Your complete door-to-door property database. Every address auto-geocoded, every unit tracked, every note and file attached — accessible from the field or the office.
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
✅
Tasks
From assignment to completion. Create tasks, assign to reps, track progress in real-time, and close 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
👥
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 task 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
⚙️
Custom Fields
Add custom data fields to properties, tasks, and contacts — tailored to your org. Capture exactly what your business needs to track.
Text, number, date & dropdown fields
Per-org field configuration
Applies to properties, tasks & contacts
🏷️
Tags & Labels
Organize properties, tasks, and contacts with custom color-coded tags. Filter, search, and segment your data any way you need.
Custom tag creation per org
Color-coded label system
Filter & search by tag

Standard Modules

16 operational modules 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
👤
Contacts
A dedicated contact manager with relationship tracking, tags, and full interaction history separate from property records.
Contact profiles & tagging
Relationship linking
Full interaction history
📋
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
Full-text search
🗂️
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
⏱️
Time Tracking
Full shift management with clock in/out, 8 punch types, break tracking, and compliance enforcement. Every hour your team works — logged and auditable.
Clock in/out with GPS verification
8 punch types (shift, break, lunch, etc.)
Compliance enforcement
💸
Expense Tracking
Field expense submission with receipt uploads, category tracking, and manager approval workflows. Eliminate paper expense reports.
Expense submission with receipts
Category & project tracking
Manager approval workflows
✅
Approvals
Multi-step approval workflows for tasks, expenses, time entries, and custom requests. Route approvals to the right person automatically.
Configurable approval chains
Multi-step routing
Notifications at every step
⚠️
Incidents
Field incident reporting with photo uploads, severity levels, follow-up tracking, and manager notifications. Document everything that happens on-site.
Incident report creation & photo uploads
Severity levels & follow-up tracking
Manager notifications
📔
Field Notes
Quick structured notes captured on-site. Log observations, customer details, and situational context directly from the field — attached to the relevant property or task.
Quick capture from mobile
Linked to properties & tasks
Daily logs & memo formats
📅
Calendar
Appointment scheduling with Google Calendar and Outlook integration. Keep your field team and office in sync.
Appointment management
Google Calendar & Outlook sync
Team availability views
🎓
Training & Certs
Track certifications, training completions, and expiration dates across your team. Know who's qualified and who needs to renew.
Certification tracking per user
Expiration date alerts
Renewal workflows
📊
Surveys
Create and distribute surveys to capture customer feedback, knock-outcome data, and team pulse checks. Results feed directly into your reports.
Custom survey builder
Multiple question types
Results feed into reports
🔧
Asset Tracking
Manage company assets — vehicles, equipment, and devices. Assign to team members, track location, and log maintenance history.
Asset register & assignment
Maintenance & service logs
Location tracking
📊
Reports & Analytics
Comprehensive report builder, CSV/PDF export, scheduled reports, and custom dashboards — powered by your live org data.
Report Maker with full data access
CSV & PDF exports
Scheduled reports
🏪
Vendor Management
Maintain a vendor directory with contacts, contracts, and service history. Keep every supplier relationship organized in one place.
Vendor profiles & contact directory
Service history & notes
Contract storage
🏆
Performance & Pay
Rep-level scorecards, KPI tracking, and performance reviews. Tie individual output to pay and give every team member a clear picture of where they stand.
Rep KPI scorecards
Performance review periods
Pay calculations

Premium Modules

13 high-impact tools for operations that need more power — sales automation, communication, and field tracking. Add à la carte for $65/mo each.

$65/mo per extra slot
💼
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 templates
📞
Telephony
Call & SMS logging, tracking, and provider integration. Every conversation tied to the right record, linked to the property that triggered it.
Call & SMS activity logging
Provider integration (Twilio)
Recording & transcription
📢
Pulse
Team social feed with posts, stories, channels, polls, shoutouts, reactions, GIFs, and org-wide announcements. Keeps your field team connected and engaged.
Org-wide & team-targeted broadcasts
Read receipt tracking
Priority levels & pinning
💬
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 & typing indicators
🚗
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 flow
🧾
Invoicing
Create and send invoices, collect payments, and generate PDF documents — all from within the CRM without switching tools.
Invoice & estimate creation
Payment tracking
PDF generation
📦
Inventory
Track tools, parts, and equipment with rep assignments, quantity tracking, and low-stock alerts. Know what your team has in the field.
Item & stock tracking
Rep assignment & checkout
Low-stock alerts
🗺️
Route Optimization
OSRM-powered optimal multi-stop routing for field reps. Plan the most efficient path through your property list and navigate turn-by-turn.
Multi-stop route optimization
OSRM road-following directions
Turn-by-turn navigation
📍
Zones
GPS-based location enforcement for task completion and time tracking. Ensure your reps are on-site before they can check in or complete work.
Configurable geofence radius per task
GPS verification on task completion
Auto-clock-in on arrival
📜
Contracts
Digital contract creation, sending, e-signature collection, and status tracking. Close agreements without leaving the CRM.
Contract template library
E-signature collection
Status tracking & reminders
✉️
Aetrix Email
Send and receive emails directly within the CRM. Templates, mail merge, and full conversation threading tied to records.
Templates & mail merge
Conversation threading
Tied to property & contact records
🛡️
Admin Console
Advanced organization controls, audit logs, bulk operations, and system-level configuration for admins managing large field teams.
Full audit log & activity history
Bulk user & data operations
System-level configuration
📊
Aetrix Writer
Build custom reports with a drag-and-drop canvas. Add data columns, layout blocks, pinned records, and AI Narrative sections. Export to PDF or CSV.
Drag-and-drop report canvas
AI Narrative — data-grounded write-ups
PDF & CSV export
🎓
Aetrix LMS
A built-in learning management system for field teams. Create courses, assign training, track completion, and certify reps — all inside the CRM.
Course builder & content library
Assign & track training progress
Certification on completion

Elite Modules

Enterprise-grade integrations and client-facing tools. Available on Premier plan. Add à la carte for $99/mo each.

Premier · $99/mo per extra slot
🔒 Elite modules are built and available on Premier plan. Customer Portal, Webhooks, and API Access are enabled per client during onboarding.
🌐
Customer Portal
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
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
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
🛡️Multi-tenant isolation
🔒JWT + bcrypt auth
👥Role-based access
🔐Encrypted connections
⏱️99.9% uptime target

Ready to build your stack?

Pick the modules you need today. Add more as your team grows.

Features — Aetrix Core CRM