[ Shiftsuite Reviews ](https://www.g2.com/products/shiftsuite/reviews) [ Shiftsuite Reviews ](https://www.g2.com/products/shiftsuite/reviews) # Shiftsuite Features ##### ## Administrative (11) 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 Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Show More ##### ## Leasing (7) Tenant Screening Request screening of tenant credit, criminal, and eviction data. Accept or reject tenants according to score requirements. Lease Templates Create and customize lease templates and addenda to send to existing or current tenants. Document Management Store and access leases and other relevant real estate documents or integrate with enterprise content management software. Occupancy Management Manage, track & record the usage and occupancy of physical spaces such as apartments, offices or meeting room Housekeeping Management Manage the cleaning and maintenance of rooms and common areas and track the work status of cleaning staff Contact Management Manage, organize, and store contact information Complaint Management Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction Show More ##### ## Building Operations (5) Maintenance Service Requests Coordinate emergency and preventative work orders, track maintenance requests, and manage vendor relationships. Service Portals These are typically divided between owner portals and resident portals. Owner portals provide access to property financial information. Resident portals let tenants submit maintanance requests and payments. Building Announcements Distribute building notices or emergency updates to resident or team member emails or on the property website. Resource Reservations Allow your tenants to request access to conference rooms, elevators, loading docks and other shared resources online. Residential Properties For residential properties Show More ##### ## Accounting (9) Property Accounting Track tenant payment histories, manage accounts payable/receivable, and automatically reconcile bank accounts with built-in accounting features. Online Payment Accept rent and application fees online, including payments through credit card or check. Company Financials Monitor and report on key property and building financial metrics within the system. Certificates of Insurance (COI) Manage tenant and vendor COIs in a centralized database, and automate alerts and expiration notifications to ensure timely compliance. 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. Overdue Payments Track payments that have not been paid by due date, leading to late fees, cash flow disruptions or penalties Commercial Properties Designed to serve commercial properties Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Electronic Payments Electronically collect payments for goods or services Show More ##### ## Communication (5) Mass Communication The ability to send communication to all or some residents at once. Calendar A calendar accessible to all residents that displays community activities and meetings, scheduled maintenance, assessment schedules and collections. Member Notifications The ability to notify residents through email, SMS, or directly on the website of pertinent information. Digital Bulletin Board A place for residents and property managers to post non-urgent information that is accessible to the entire community. Website Builder Tools to build a website specifically for the community where residents can pay fees, create maintenance requests, and more. Show More ##### ## Member Management (2) Member Profiles Profiles for each resident with pertinent information such as payment history, maintenance request history, contact information, and more. Member Database A database of membership information that is easily searchable or sortable. Show More ##### ## Property Management (3) Payment Gateway The ability to securely accept payments within the platform. Maintenance Requests The ability for residents to create maintenance requests and for property managers to organize and fulfill said requests. Property Management Tools - Community Association Management Tools for property managers to maintain the community, facilities, and resident information. Show More ##### ## Operational (12) 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 Show More ##### ## Operations (28) Tenant Portal Provides a web-based or app-based portal for tenants to communicate with landlords/property managers, submit service tickets, and more. Tenant Screening Enables screening of tenants (e.g. background checks, eviction reports, credit checks, etc.) to assess and evaluate prospective tenants. Amenity Management Enables the provision and upkeep of amenities and tenant experience services. Accounting Module Provides landlords and property owners a financial management module to keep track of real estate accounting needs. Maintenance Management Simplifies the lifecycle of building service or work order requests, from submission to contracting to task completion. Work Order Management Creating, assign, and track jobs and/or tasks for work orders Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Marketing Management Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding Service Request Management Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more Reservations Management Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event Listing Management Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites) Third-Party Integrations Set up connections to third-party platforms to improve business processes Task Management Create, manage and track all task activities and progression Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Financial Management Plan, manage, and track the financial activities of an individual or organization Channel Management Manage various distribution channels, build relations with channel partners, and track their performance Owner Portal Portal for property owners to manage property listings, upload documents, track payments and generate reports Calendar Management Track and manage schedules and meetings via an integrated calendar Contract/License Management Track, store, and access client contracts or licenses Vacancy Management Keep track of vacant properties Faculty/Staff Management Track and manage staff profiles, recruitment, schedules, productivity, career development and performance Workflow Management Create, design and manage workflows for repetitive tasks Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Insurance Management Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage Background Screening Researching and validating a person's criminal, educational, job or financial records Website Management Built-in website builder or integration with third-party site Show More ##### ## Agentic AI - Property Management (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 Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Additional Functionality (68) Budget Tracking Track actual spending to ensure it's in line with the planned budget Property Database Centralized database to track details of properties (including lease, tenant, and owner information) Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Late Fee Calculation Allows the calculation of fees for late rent payments Credit Check Process to evaluate a person's creditworthiness and their ability to manage debt and make timely payments Expense Tracking Monitor and record expenses such as purchases or charges incurred Billing & Invoicing Create, manage, and send invoices or bills to customers AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users API Application programming interface that allows for integration with other systems/databases Payment Processing Accept, record, and reconcile financial transactions Document Storage Store and organize documents in a centralized system Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Reminders Timed notification for any upcoming task, deadline, appointment, or activity Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Data Import/Export Import and export data to and from software applications Generative AI Use AI to generate content in the form of text, images, videos, etc. Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Rent Tracking Tracking previous payments, the next due payment and regularity in monthly rent collection from tenants Web-based Deployment SaaS, web-based, online deployment Rent Collection Collect payments from tenants via online or offline mode, create recurring schedules and send reminders Lease Tracking Monitor the process of lease agreements Customizable Branding Add customized logos and colors to align with company branding Transaction Monitoring Monitor or audit historical and current transactions to analyze customer account activities For Real Estate For realtors, real estate investors, property managers, and other real estate professionals. Financial Reporting Generate reports to assess the financial performance of an organization For Property Managers Used by property managers Tenant Tracking Handle activities like room booking, rent processing, lease agreement management, and client communication Credit Card Processing Accept and process credit card transactions Dynamic Pricing Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. For Hospitality Industry To be used by the hospitality industry Violation Tracking Identify and flag system, guidelines, or branding violations/suspicious behavior by users, customers, vendors, or partners. For Residential Specialized for organizations who focus on residential projects Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Guest Tracking Monitoring & logging of information related to guests' activities, preferences & interactions within hotels, resorts, or events Multi-Location Manage and support multiple locations Mobile App Access the system via a mobile application Electronic Signature Digitally sign online documents Utility Billing Measure, collect and manage the billing for utility usage including water, electricity, gas, sewage and more Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Activity Tracking Track and document all activities across devices, networks, and other systems Virtual Tour Realistic representation of a physical space or environment that helps users explore locations virtually Discussions/Forums Online forums/groups where users can ask questions, share ideas, best practices, etc. File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service For Commercial Real Estate For commercial properties such as office buildings, medical centers, malls, hotels, retail stores and other public buildings Client/Property Matching Match clients or tenants with suitable properties based on their specific requirements, preferences and budget 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 Show More ## Top-Rated Alternatives [ ![BoldTrail](https://images.g2crowd.com/uploads/product/hd_favicon/b71973d9927a9b53d75dd2552a695b57/boldtrail.svg "BoldTrail") BoldTrail 4.5/5(1,554) ](https://www.g2.com/products/boldtrail/reviews) [ ![AppFolio](https://images.g2crowd.com/uploads/product/hd_favicon/0428636454d39b5da91ad65b68eb3b38/appfolio.svg "AppFolio") AppFolio 4.6/5(1,035) ](https://www.g2.com/products/appfolio/reviews) [ ![Yardi Breeze](https://images.g2crowd.com/uploads/product/hd_favicon/261a63988cc7482f1db29a7ca38397e7/yardi-breeze.svg "Yardi Breeze") Yardi Breeze 4.1/5(374) ](https://www.g2.com/products/yardi-breeze/reviews) [ View All Alternatives ](https://www.g2.com/products/shiftsuite/competitors/alternatives) ##### Categories on G2 [Property Management](https://www.g2.com/categories/property-management)[Real Estate Activities Management](https://www.g2.com/categories/real-estate-activities-management)[Community Association Management](https://www.g2.com/categories/community-association-management) ##### Explore More [Award-winning performance management software for software companies](https://www.g2.com/discussions/award-winning-performance-management-software-for-software-companies-what-delivers-real-roi)[Which Quote-to-Cash platforms handle complex pricing models like tiered, volume-based or usage-based billing without requiring heavy customization to set up?](https://www.g2.com/discussions/which-quote-to-cash-platforms-handle-complex-pricing-models-like-tiered-volume-based-or-usage-based-billing-without-requiring-heavy-customization-to-set-up)[What are the best managed IoT services platforms for teams beginning digital transformation?](https://www.g2.com/discussions/what-are-the-best-managed-iot-services-platforms-for-teams-beginning-digital-transformation) [Best cloud-based CMMS solution](https://www.g2.com/discussions/what-s-the-best-cloud-based-cmms-solution)[Which load balancing platforms have the clearest pricing and no surprise per-request or bandwidth overage charges for a company that has been burned by unpredictable costs before?](https://www.g2.com/discussions/which-load-balancing-platforms-have-the-clearest-pricing-and-no-surprise-per-request-or-bandwidth-overage-charges-for-a-company-that-has-been-burned-by-unpredictable-costs-before)[What DNS security platform gives the strongest protection against DNS spoofing and cache poisoning for a security team that cannot afford a misconfiguration?](https://www.g2.com/discussions/what-dns-security-platform-gives-the-strongest-protection-against-dns-spoofing-and-cache-poisoning-for-a-security-team-that-cannot-afford-a-misconfiguration) [Show MoreShow Less](javascript:void(0);)