[
IBM Max... Reviews
](https://www.g2.com/products/ibm-maximo-real-estate-and-facilities-formerly-ibm-tririga/reviews)

[
IBM Max... Reviews
](https://www.g2.com/products/ibm-maximo-real-estate-and-facilities-formerly-ibm-tririga/reviews)

# IBM Maximo Real Estate and Facilities (formerly IBM TRIRIGA) Features

##### 
## Administrative (10)

E-Signature Capabilities

Provides a built-in or facilitates integration with a real estate-specific digital signature capture tool

Document Management

Store files for easy access and retain copies of documents through either built-in features or integration with document management software.

Contact Management

Stores client information and history in a centralized database with search functionality

Commission Management

Tracking, calculating, and paying commissions and earnings to employees

Communication Management

Manage and track all internal and external communication conducted via calls, email, text, or chat

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Agent Management

Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc.

Client Management

Manage contact details and communication with clients

Electronic Signature

Digitally sign online documents

Show More

##### 
## Lease Administration Platform Features (28)

Portfolio Administration

Track leases, owned properties, and subleases within the platform.

Lease Accounting

Manage accounts payable, accounts receivable, expenses, and percentage rent within the platform.

Lease Auditing

Identify potential savings in operations, locate leases to review, and examine detailed asset portfolios.

Document Management

Store and access relevant real estate documents or integrate with enterprise content management software.

Critical Date Alarms

Set customizable email or pop-up alerts for events such as rent escalation, security deposit maturation, and lease expirations.

Regulatory Compliance

Ensure FASB and Sarbanes-Oxley compliance with built-in management tools. Maintain an electronic record of approvals within the system.

Localization

Enables users to view and transact business with the same content in multiple languages and currencies.

Integration / APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance.

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Property Management

Add, view, and edit details of all properties managed by an agency that are available for sale or rent

Contract/License Management

Track, store, and access client contracts or licenses

Tenant Management

Managing renters, rent payments, maintenance workflows & documents.

Work Order Management

Creating, assign, and track jobs and/or tasks for work orders

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Workflow Management

Create, design and manage workflows for repetitive tasks

Insurance Management

Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Invoice Management

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Asset Lifecycle Management

Manage assets throughout their lifecycle to optimize profit

Maintenance Management

Manage, maintain and track the performance of assets and equipment

Task Management

Create, manage and track all task activities and progression

Contact Management

Manage, organize, and store contact information

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Vendor Management

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Portfolio Management

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Real-Time Reporting

Active reporting of data and metrics

Show More

##### 
## Facility Management Platform Features (36)

Maintenance Planning

Schedule and assign maintenance work orders to engineers or technicians from within the system. Work orders can be prioritized according to a series of predetermined factors in order to streamline operations.

Facility Inventory Management

Track material, equipment, and inventory usage across facilities. Record historical usage data, supplier information, and estimated replacement costs.

Space Planning

Provide information detailing how the space inventory in a building is used, what assets currently occupy that space, and how the assets are arranged in order to optimize the management of space inventory.

Move Management

Coordinate employee and asset moves, adds, and changes (MAC) to reduce associated costs and minimize organizational disruption

Vendor Management

Source vendors and contractors through a centralized directory within the system. Submit RFPs / RFQs to vendors, communicate terms, and track and manage vendor performance.

Service Request Portal

Respond to and manage facility reservations and maintenance requests submitted through a centralized web portal.

Green Building Operations

Monitor energy and water usage in buildings, use energy usage data to generate actionable reports, and forecast the performance of "green" initiatives to reduce energy costs, greenhouse gas emissions, and other associated waste.

Reporting & Dashboards

Visualize facility data and KPIs using built in dashboards, and create custom reports around facility usage statistics.

Facility Document Storage

Maintain a central online repository for facility documentation, such as lease documents, that is easily accessible by facility management personnel.

Mobile Field Access

Facilitate maintenance planning and task completion with mobile access to facility management tools.

Facility Asset Management

Manage and track high-value assets including office equipment, furniture & more

Task Management

Create, manage and track all task activities and progression

Equipment Maintenance

Manage procedures that ensure organizational equipment remains in working condition

Preventive Maintenance

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Service Request Management

Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more

Asset Lifecycle Management

Manage assets throughout their lifecycle to optimize profit

Parts Management

Track parts inventory levels and manage re-stocking

Visitor Management

Allow organizations to streamline the check-in process for visitors.

Inspection Management

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Workflow Management

Create, design and manage workflows for repetitive tasks

Communication Management

Manage and track all internal and external communication conducted via calls, email, text, or chat

Work Order Management

Creating, assign, and track jobs and/or tasks for work orders

Equipment Management

Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Space Management

Manage occupancy and space utilization in facilities and buildings

Incident Management

Manage and track all disruptions and incidents

Contract/License Management

Track, store, and access client contracts or licenses

Maintenance Management

Manage, maintain and track the performance of assets and equipment

Materials Management

Process of planning, procuring and controlling material flows along with supplier evaluation and shipping

Invoice Management

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Fixed Asset Management

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Document Management

Store, manage, and track all electronic documents in a centralized location

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Historical Reporting

Information, data and reports that are being tracked over time

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Show More

##### 
## Operational (14)

Contract Management

Simplifies the creation, review, and compliance of real estate leases, documents, and contracts

Communication Tools

Collaborate with team members and individuals involved in transactions through text, email, or built-in messaging features. Track messages exchanged through these channels.

Transaction Management

Supports the entire transaction workflow: Tracks converted listings, generates transaction documents, and automates commission calculations.

Mobile App

Provides a mobile version of the solution that can be accessed by on-the-go real estate agents

Opportunity Tracking

Tracks listings, closing rates, and overall pipeline information

Agent Monitoring

Tracks and analyzes the performance of individual real estate agents

Property Management

Add, view, and edit details of all properties managed by an agency that are available for sale or rent

Interaction Tracking

Track interaction history by documenting conversations for contacts

Task Management

Create, manage and track all task activities and progression

Website Management

Built-in website builder or integration with third-party site

Listing Management

Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites)

Lead Management

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Regulatory Compliance

Compliant with ASC 842 and/or IFRS 16 guidelines.

Accessibility

Allows users to track and control activity across cloud dashboard.

Show More

##### 
## Space and Facility Management (26)

Facility Inventory Management

Track equipment, inventory, assets and resources across all buildings.

Booking Systems Integrations

Integrate with other forms of facility, asset or space management software platforms.

Space Planning

Provide information on how space inventory in a building is used, what assets currently occupy that space, and how the assets are arranged in order to optimize the management of space inventory.

Maintenance Planning

Schedule and assign maintenance work orders to facility workers from within the system.Work orders can be submitted and prioritized in according to most essential operations.

Room Booking

Reserve available meeting space to avoid conflicts and to inform everyone involved on where their meetings will be held

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Project Management

Plan and coordinate all the resources, costs and time needed to execute assignments

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Contact Management

Manage, organize, and store contact information

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Space Management

Manage occupancy and space utilization in facilities and buildings

Vendor Management

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Visitor Management

Allow organizations to streamline the check-in process for visitors.

Document Management

Store, manage, and track all electronic documents in a centralized location

Workflow Management

Create, design and manage workflows for repetitive tasks

Task Management

Create, manage and track all task activities and progression

Lease Management

Manage and monitor rental payments, coordinate any tenant alterations, and handle lease amendments

Portfolio Management

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Contract/License Management

Track, store, and access client contracts or licenses

Work Order Management

Creating, assign, and track jobs and/or tasks for work orders

Asset Lifecycle Management

Manage assets throughout their lifecycle to optimize profit

Inspection Management

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Incident Management

Manage and track all disruptions and incidents

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Sustainability Management

Manage and monitor compliance with government regulations on environmental standards

Resource Allocation & Planning

Assign available resources (human and/or non-human) to various projects and tasks

Show More

##### 
## Workplace Analytics (3)

Space Usage

Allow administrators to measure demand of the space and utilization of the workspace.

Trends & Preferences

Analyzes employee trends and preferences of working environment in the workplace, providing useful data for space planning and layout.

Forecasting

Generates utilization forecast reports on future space needs.

Show More

##### 
## Administrative Tools (3)

Service Request Portal

Respond to and manage property maintenance requests submitted through a centralized web portal.

Capacity Planning

Allow administrators to set capacity limits for a variety of spaces to ensure workpalce safety.

Reporting & Dashboards

Visualize property data and KPIs using built in dashboards and create custom reports around property usages statitiscs.

Show More

##### 
## Functionality (17)

Lease Audit

Identifies potential savings in operations, locate leases to review, and examines lease portfolios.

Financial Management

Manages accounts payable, accounts receivable, and payments within the platform.

Portfolio Administration

Tracks lease inventory within the platform.

Critical Date Alarms

Sends user notification of critical dates.

Cash Flow Management

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Document Management

Store, manage, and track all electronic documents in a centralized location

Invoice Management

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Contract/License Management

Track, store, and access client contracts or licenses

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Portfolio Management

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Tax Management

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Purchase Order Management

Create, send, and track purchase orders and their statuses

Contact Management

Manage, organize, and store contact information

Fixed Asset Management

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Asset Lifecycle Management

Manage assets throughout their lifecycle to optimize profit

Show More

##### 
## Integration (2)

Real Estate

Integrates with real estate management solutions.

ERP System

Integrates with ERP Systems.

Show More

##### 
## Automation (3)

Reporting

Automates accountant analysis and journal entry reporting.

Lease Data

Automate lease clause and data management.

Ad hoc Reporting

Generate one-off reports that meet information requirements

Show More

##### 
## Agentic AI - Lease Administration (4)

Cross-system Integration

Works across multiple software systems or databases

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Show More

##### 
## Agentic AI - Integrated Workplace Management Systems (IWMS) features (6)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

Show More

##### 
## Agentic AI - Lease Accounting (9)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

Accounting Integration

Integrate with a third-party accounting system

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Forecasting

Form predictions based on past and present data/trends

Budgeting/Forecasting

Create budgets based on historical data and future projections

Show More

##### 
## Agentic AI - Facility Management (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Show More

##### 
## Additional Functionality (117)

Social Media Integration

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Data Import/Export

Import and export data to and from software applications

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Email Templates

Pre-made examples and templates for emails

Customizable Branding

Add customized logos and colors to align with company branding

Lead Capture

Automatically identify and save contact information of potential customers

For Real Estate Agencies

For businesses/agents that manage selling, renting, or management of homes, land, and buildings for the owners.

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Client/Property Matching

Match clients or tenants with suitable properties based on their specific requirements, preferences and budget

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

Customizable Reports

Alter the layout and content of reports

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Email Marketing

Create and send email blasts/campaigns

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Data Import/Export

Import and export data to and from software applications

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Financial Analysis

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

API

Application programming interface that allows for integration with other systems/databases

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Multi-Location

Manage and support multiple locations

Amortization Schedule

Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Customizable Reports

Alter the layout and content of reports

Document Storage

Store and organize documents in a centralized system

Customizable Fields

Customize data fields to support various needs and use cases

Dashboard Creation

Creation and customization of dashboards

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

For Equipment Leases

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Transaction History

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Expense Tracking

Monitor and record expenses such as purchases or charges incurred

Critical Date Alerts

Notifications received when important dates and deadlines are coming up

Payment Tracking

Track sent and received payments, invoices, and bills.

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Alerts/Escalation

System alerts about the need to escalate an issue or request

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Mobile Access

Access software remotely via mobile devices

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Currency Conversion

Change one currency to another based on real-time rates/values

Configurable Workflow

Configure existing workflows to meet your organization's needs

General Ledger

Centralized accounting record which tracks all financial transactions

Multi-Currency

Manage and handle various international currencies

Customizable Branding

Add customized logos and colors to align with company branding

Real-Time Updates

Receive system updates as soon as any changes are made

Customizable Reports

Alter the layout and content of reports

Multi-Location

Manage and support multiple locations

Usage Tracking/Analytics

Track and interpret metrics on the usage of company resources

Facility Scheduling

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Activity Tracking

Track and document all activities across devices, networks, and other systems

Real-Time Data

Receive data and information in real time

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

API

Application programming interface that allows for integration with other systems/databases

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Maintenance Scheduling

Schedule predetermined or ad hoc maintenance services and labor requests

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Commercial Leases

For commercial leases

Residential Leases

For residential leases

Customizable Reports

Alter the layout and content of reports

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Transaction History

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Document Storage

Store and organize documents in a centralized system

Recurring/Subscription Billing

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Electronic Payments

Electronically collect payments for goods or services

Mobile Access

Access software remotely via mobile devices

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

Activity Tracking

Track and document all activities across devices, networks, and other systems

Retail Leases

For retail leases

Customer Database

A collection of customer information such as contact details, demographics, previous interactions, etc.

Self Service Portal

Online portal through which end users can access the system, manage tasks, or obtain information

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Lease Origination

Process of creating and establishing a new lease agreement between a property owner and a tenant or borrower

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

General Ledger

Centralized accounting record which tracks all financial transactions

Expense Tracking

Monitor and record expenses such as purchases or charges incurred

Maintenance Scheduling

Schedule predetermined or ad hoc maintenance services and labor requests

Lease Tracking

Monitor the process of lease agreements

Multi-Currency

Manage and handle various international currencies

Contact Database

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Customizable Forms

Customize contracts and forms to collect specific information

Checklists

An itemized to do list that can be edited as tasks are completed

Real-Time Data

Receive data and information in real time

Activity Tracking

Track and document all activities across devices, networks, and other systems

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Facility Scheduling

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Status Tracking

Track the status over time for a request, process, asset, or transaction

API

Application programming interface that allows for integration with other systems/databases

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Inventory Control

Monitor product stock levels

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Maintenance Scheduling

Schedule predetermined or ad hoc maintenance services and labor requests

For Schools

Designed to be used by kindergarten, primary, middle, and senior secondary schools.

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Multi-Location

Manage and support multiple locations

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Customizable Reports

Alter the layout and content of reports

Commercial Properties

Designed to serve commercial properties

Residential Properties

For residential properties

Data Import/Export

Import and export data to and from software applications

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Corrective and Preventive Actions (CAPA)

Investigate and take action at root cause or error in processes to prevent recurring issues

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Show More

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Maintenance Planning](/glossary/maintenance-planning-definition)

Maintenance planning is the process used to identify and resolve maintenance problems. Learn more about maintenance planning, the best practices to follow, and how businesses can develop an effective maintenance plan.

[Move Management](/glossary/move-management-definition)

Move management or relocation management is the process of moving an employee to a new location within the organization or to a different geographic location. Learn more about move management, the best practices, and how HR teams can optimize their existing relocation processes with relocation management software.

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##### Categories on G2

[
Lease Administration
](https://www.g2.com/categories/lease-administration)[
Facility Management
](https://www.g2.com/categories/facility-management)[
Real Estate Activities Management
](https://www.g2.com/categories/real-estate-activities-management)

[
Lease Accounting
](https://www.g2.com/categories/lease-accounting)[
Integrated Workplace Management Systems (IWMS)
](https://www.g2.com/categories/integrated-workplace-management-systems-iwms)

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What's the top CPaaS software
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Pros and Cons Details
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