Workflows on Path

Every workflow,
one workspace.

CRM, inventory, dashboards, portals. All on Path. No glue code.

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Workflow

Property Management

Core day-to-day operations for any asset type.

Unit & Lease TrackingMaintenance Workflows

Workflow

Investment Management

Investor portal, capital raising, CRM, accounting and debt — in one place.

Investor PortalCapital Raise CRM

Workflow

Portfolio & Asset Performance

Optimize oversight across multiple asset classes from a central hub.

Cross-Asset DashboardsBenchmarking

Workflow

Accounting & Lease Administration

Automate leases, billing and financials.

Lease AbstractionAutomated Billing

Workflow

Maintenance

Coordinate work orders and local services — HVAC, landscaping, plumbing.

Work Order RoutingVendor Coordination

Workflow

Marketing & Leasing

Attract, convert and retain — marketing plus market research.

Listing SyndicationLead & Tour Management

Workflow

Energy

Track and manage utilities and sustainability.

Utility Spend TrackingSubmetering & Billing

Workflow

CRM & Sales

Pipeline, contacts, deals, and forecasts — shaped to how your team sells.

Contact ManagementDeal Pipeline

Workflow

Dashboards

Real-time business metrics and KPIs from every source, in one view.

Real-Time MetricsCustom Visualizations

Workflow

Inventory

Stock, purchases, and orders across every location — in real time.

Real-Time TrackingSmart Alerts

Workflow

Logistics

Routes, shipments, and tracking — from pickup to delivery.

Route OptimizationShipment Tracking

Workflow

Portals

Customer and vendor self-service that reduces the call volume.

Self-Service AccessSecure & Private

Workflow

Procurement

Purchase orders, vendors, and approvals — under one workflow.

Purchase Order ManagementVendor Management

Workflow

Project Management

Plan, track, and deliver work across teams and stakeholders.

Task ManagementTimeline Tracking

Workflow

Vendor Management

Performance, contracts, and compliance for every vendor relationship.

Vendor ProfilesPerformance Tracking

Workflow

Warehouse Management

Receiving, picking, and shipping workflows for the floor.

Receiving WorkflowsBin Location Tracking

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Every workflow,one workspace.

Property Management

Investment Management

Portfolio & Asset Performance

Accounting & Lease Administration

Maintenance

Marketing & Leasing

Energy

CRM & Sales

Dashboards

Inventory

Logistics

Portals

Procurement

Project Management

Vendor Management

Warehouse Management

Don't see your workflow?

Every workflow,
one workspace.