Platform / Agentic CRM
A CRM that doesn't wait for your team to move work forward.
Propz extends the CRM beyond prospects and residents to the whole operation — owners, vendors, technicians, properties, units, leases, work orders, documents and approvals — connected in one property graph, with agents that execute authorized next steps instead of just recording activity.
One property graph
Agentic inbox
Email, SMS, voice, web chat, portal messages and internal tasks in one place — with the agent understanding context regardless of channel.
One operational timeline
Every conversation, task, lease event, work order, payment event and decision connected to the right property, unit and person.
Human-in-the-loop command center
Every agent action is autonomous, approval-required, human-assigned, escalated or policy-blocked — visibly, per your configuration.
Task routing & handoffs
AI-to-human handoffs arrive with full conversation context. Topic-based routing sends work to the right team across the portfolio.
Portfolio operations calendar
Tours, inspections, maintenance visits, expirations, renewals, move-ins, move-outs, vendor visits and compliance deadlines — coordinated by agents, visible to people.
Knowledge & context layer
Property-specific knowledge, fee and disclosure sources of truth, and memory of previous interactions — the foundation every agent draws on.
Agent brand controls
Tone, terminology, greetings, escalation language, approved responses, prohibited claims and languages — configured per property or portfolio.
Hierarchy & permissions
Organization → Portfolio → Region → Property → Building → Unit, with policies, agents and reporting configurable at each level.
Principle
System of record, meet system of action
Propz doesn't replace your PMS. It reads from it, writes back to it, and adds the layer your stack is missing: agents that carry work forward under rules you set.
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See Agentic CRM on your portfolio.
Tell us about your properties and we'll walk you through how the agents would run this workflow for you.