InventoryBase Connect

The centralised platform for the modern estate agent

Inventory Base is the leading app software in the property market for efficient and effective property management and compliance.

Connect your solutions and suppliers to unlock the power of your data with InventoryBase Connect, a centralised database for all your systems, staff and suppliers to plug into.

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Discover the power of streamlined collaboration and unlock your data with InventoryBase Connect

Our intuitive platform empowers you to manage tasks efficiently, assign property visits, and communicate updates, enhancing productivity like never before. Integrate your Inventory Base account and your CRM to streamline services and property workflows across your entire portfolio.
Invite suppliers, manage resources & collaborate effortlessly with clients and staff.

Standardise your reporting and save time completing property documents, reports and certificates, eliminating disputes and reducing maintenance and compliance issues.

With InventoryBase Connect, you can increase your efficiency and profitability.

Connect your data

Use Inventory Base as your single source of truth, connecting your staff, suppliers, residents and third parties.
Link other systems or products such as sensors and material property information to pull directly into your account for seamless data connectivity.
Inventory Base helps you control your data flow. Aggregate information per office or region. Export to documents, logbooks or custom schemas.

Integrate your CRM

Transfer data seamlessly or in real-time from your property or customer database directly into Inventory Base, with no double entry or manual uploading.
• Sync your properties, buildings and units
• Import additional fields and property data
• Merge property data from multiple sources / APIs
• Auto-embed property data into reports
• Auto-assign reports to managers, suppliers or third parties
• Auto-store completed reports to your CRM/Drive
• Export Follow-up Actions as issues or work orders
• Keep property data on your CRM updated automatically

Efficient property visits

Experience streamlined property visits with InventoryBase Connect.
Assign property managers and internal staff to single properties or portfolios.
Benefit from complete visibility through live dashboards and integrated CRM or third-party systems.
Keep track of every report and service throughout the entire life cycle, all in one convenient location.

Ensure compliance

Empower clients and staff with complete visibility using our Golden-thread feature, with live desktop notifications as things happen.
Compliment evidence and compliance with full audit trails built into every feature.
Maintain compliance with precise details like inspection dates, responsible parties, signature capture, changes & cancellations.
Enhance reporting by providing comprehensive overviews at the end of each report and build an evidence bundle for early dispute resolution.

Automate your reports

Create professional inventories, risk assessments, surveys, and more.
Automate communications and access intuitive reporting. Add custom columns, headings, inputs, and prompts to standardise your report templates.
Seamlessly integrate your existing solutions and automate the reporting process through the user-friendly mobile app and web portal.

Your own template library

Our built-in, extensive template Library provides a range of report formats, from Inventories to Midterm Inspections, Health and Safety checklists, Transaction forms, and more including:
• Inventory & Schedule of Condition
• Check-in/Check-out
• Periodic Inspection
• Legionella
• HHSRS / FFHH
• Fire Door / Fire Safety
• Smoke & Carbon Monoxide
• and many more…

Capture follow-up actions

Flag issues throughout the property against areas or items that need attention.
Set rules to automatically flag actions based on set responses with Conditional Logic.
From a single report, automatically send each responsible party a list of actions and a quote, or have issues transferred automatically to your other software.

Invite your suppliers

Collaborate with suppliers by integrating them into your software. Invite other suppliers with their own Inventory Base accounts to establish direct connections and assign jobs for them to complete.
Suppliers can configure and enable any service with rate cards, completing reports under their account with the results returned to your CRM.
Take complete control of outsourcing operations and data with this powerful, centralised solution.

Recruit new suppliers

Submit contracts for a body of work in a given area to secure long-term, fixed-rate suppliers with built-in payment protection with InventoryBase Workstreams.
Agree Rate Cards for automatic payment, escrow and release upon successful completion of jobs.
Download weekly or monthly statements or connect your accounting software.

Outsource on demand

At the click of a button, outsource property visits to professional, vetted suppliers throughout the UK with InventoryBase Workstreams.
Empower trusted suppliers and enable them to efficiently carry out booked reports or services while maintaining data security.
Create opportunities to expand market share and outsource on-demand through our solution.

Streamline self-reporting

Eliminate in-person visits with tenant self-assessments. Tenants can receive guidance from property managers via a secure link for virtual property walkthroughs.
Landlords gain vital maintenance information instantly captured in a bespoke template for fast response times.
Send Property Information Questionnaire’s (PIQ) for Sales or Lettings Onboarding.
Transfer material property information to create sales-ready packs, reducing delays and speeding up the sales process.

Starting tenancies right

Inventory Base streamlines the end-to-end process of the tenancy lifecycle.
From bookings, scheduling, assignments, notifications, to property visits, data collection, issue reporting, document reviews, report delivery and signatures.
Every touch point is evidenced and time-stamped by our audit trails feature.

National Home Move Case Study

See what our clients say...

Using Inventory Base’s software has been a gamechanger. It's incredible how much it's boosted our efficiency and scalability. We've seen our operational costs drop by up to 20% and our productivity jump by 30%. It’s made a huge difference for us.