Stop Drowning in PM Tasks, Start Scaling Your Business
The Problem: Property managers are overwhelmed with manual tasks, inconsistent processes, and siloed information—leading to missed deadlines, tenant complaints, and owner frustration.
Our Solution: We use Aptly CRM to create a unified operating layer that automates workflows, standardizes processes, and provides real-time visibility—so you can take on more doors without adding headcount.
Aptly: The Operating System for Property Management
Your property management software handles the basics. Aptly provides the intelligent layer on top that unifies, automates, and optimizes your entire operation.
The Unified Operating Layer
Aptly sits between your team and your property management software, creating a unified operating system that:
Why You Need an Operating System
Stop Drowning in Tasks
Say goodbye to chasing delinquent rent and putting out fires. Spend time ON your business, not just IN it.
Scale Without Adding Headcount
Take on more doors without hiring more staff. Aptly's automation lets your team handle higher volume with less effort.
Consistent Excellence
Deliver the same high-quality experience to every owner and tenant, every time, through standardized workflows.
Operational outcomes we drive
Shorter cycle times (renewals, make-ready, leasing)
Higher renewal decisions with fewer follow-ups
Tighter collections cadence, fewer manual touches
Consistent owner/tenant comms via prebuilt templates
Dashboards and weekly changelogs for alignment
Streamlined operations making your PM company easier to run and scale
Flexible Monthly Credits System
Simple Pricing
Purchase monthly credit bundles that fit your needs (1 credit ≈ 1 hour of work)
Weekly Sprints
Efficient weekly workflow: plan → build → test → deploy, with visible progress every week
Flexible Rollover
Unused credits roll over for 1 month, ensuring you get full value while maintaining project momentum
Our credit system gives you complete control over your automation budget while ensuring consistent delivery and progress.
Plans & pricing
Choose one of our ongoing monthly retainer options or jump-start your journey with our accelerated 30-day sprint
30-Day Sprint Package
PM Ops Accelerator
Outcome:
Ship a working Aptly + automation backbone that cuts response times and shortens turn timelines within 30 days.
Scope (what ships in 30 days):
- Process maps & boards: Move-In, Move-Out, Leasing, Renewals, EOM/Owner Statements, Maintenance SLAs (Kanban + stages + tasks + owners).
- Templates & comms: Email/SMS templates for tenants, owners, vendors; owner update template; change order template.
- KPI dashboard: Response time, First-Contact Resolution, Days Vacant, Days to List, Turn Cost/Unit, Renewal Rate, Make-Ready Cycle.
- Training & handoff: 2 live trainings (Ops + Admin), 3 SOPs/loom walkthroughs, 30-day "success check".
SLAs:
- "Quick wins" live by Day 7
- All five core pipelines active by Day 21.
- KPI dashboard live by Day 28.
What's not included (prevents scope creep):
- PMS migrations, accounting re-cuts, custom software dev beyond, bulk data hygiene >2 hours.
Monthly Retainer Options
Note: All retainer plans require a 3-month minimum commitment
Essentials
12 credits / month
- ~1 full workflow or 2–3 enhancements
- SLA: responses within 2 business days
Growth
25 credits / month
- 2–3 full workflows or 1 new + multiple enhancements
- SLA: next-business-day
Scale
50 credits / month
- 3–5 full workflows + integrations
- SLA: same-day (critical)
What's in a full workflow build
Design: stages, fields, task sets, SLAs
Automations: stage triggers, time-based nudges, conditional logic
Templates: up to 10 email/SMS used by the workflow (merge fields + tests)
Forms: 1 intake/decision form with validation and mapping
PDF Output: 1 doc if needed (e.g., notice, summary)
Dashboards: counters/aging as applicable
QA & Go-Live: test cases, rollback, changelog
SOP + Loom: 1–2 page guide and ~20-minute walkthrough
Time Savings Impact
Hours saved per workflow per month
Reduction in manual processing time
Faster response times to tenants/owners
A full workflow typically requires 8–12 credits depending on complexity, with ROI typically achieved within 2 months.
Enhancements & integrations (use credits as you like)
Email/SMS template (major add/edit): 0.5 credit
3-step message sequence: 1.5 credits
Extra form (10–20 fields): 2 credits (+1 if complex logic)
Extra PDF output (1–3 pages): 2 credits (4–6 pages: 3 credits)
Workflow enhancement (new stage/trigger set): 1–3 credits
Dashboard/report: 1–3 credits
Zapier/Make/webhook: 2–6 credits (scope-dependent)
Data import/field mapping: 2–6 credits
Training/working session (live): 1.5 credits/hour
Your first 30 days
Week 1: Rapid Ops Audit + interactive workflow blueprint (90-minute session with visual documentation)
Week 2: Quick-win automations live (e.g., renewal follow-ups)
Weeks 3–4: One flagship workflow fully built and deployed + team training
Delivery rhythm your team will love
Mondays: triage backlog, estimate credits, align on sprint
During week: build → stage → client test → go-live
Fridays: changelog + credits used + next sprint preview
Monthly: Ops Report—adoption, cycle times, renewal lead time, ticket first-response, wins/risks, next month plan
30-Day Results Guarantee
Live workflow + two measurable improvements or your next month is credited
Frequently Asked Questions
What PM systems do you support?
Aptly plus your PM software (AppFolio, Rentvine, Buildium).
Can we roll over credits?
Yes, for 1 month; then they expire.
Can we upgrade/downgrade?
Yes; plan changes are effective immediately.
How are requests scheduled?
Weekly sprint approval on Mondays; changes after approval are re-estimated for a future sprint.
Do you offer one-time projects?
We focus on retainers, but short pilots are possible—ask us.
Get started
All workflow configurations, templates, and forms built specifically for your team become your property upon full payment. Credits represent delivery capacity; unused credits roll 1 month, then expire.