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.
8 modules included in every plan, always. The operational foundation of your CRM.
Always Included · No Slots Required
Core Module 1
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
🏠 Properties (47)
47
Total
32
Active
12
Closed
Core Module 2
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
✅ 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 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
📢
Announcements
Org-wide and team-targeted broadcast announcements with read receipts. Push important updates, policy changes, or daily briefings to your entire team.
Org-wide & team-targeted broadcasts
Read receipt tracking
Priority levels & pinning
👤
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
⏱️
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.)
Manager approval & audit trail
💸
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 workflow
✅
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
Approval history & audit log
⚠️
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 notification & resolution log
📔
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
Searchable & filterable log
📅
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
🎓
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
Training completion records
📋
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
Response aggregation & export
🔧
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
Check-out & check-in tracking
🏪
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 & document links
🏆
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 rate & commission tracking
Premium Modules
12 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
📊
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 automated reports
💼
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. Every conversation tied to the right record, linked to the property that triggered it.
Call & SMS activity logging
Provider integration (Twilio)
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
🚗
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
🧾
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
Stop reordering & priority flags
📍
Geofencing
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
Entry/exit event logging
📜
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 & activity log
🛡️
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
Org-level system configuration
Elite Modules
Enterprise-grade integrations and client-facing tools. Available on Premier plan. Add à la carte for $75/mo each.
Premier Plan · $75/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
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
Coming Soon
One more Premium module on the way
This module is in active development and will be added to your library automatically — no plan changes needed when it ships.
Premium
✉️
Email Coming Soon
Send and receive emails directly within the CRM. Templates, mail merge, and full conversation threading tied to records.
Early adopters get first access to Email when it ships. It drops straight into your library — no plan changes, same $45/mo slot.
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.