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task management

Transform the way your team works.

Say goodbye to siloed systems and hello to a consolidated approach that keeps everyone aligned while moving deals through your pipeline without roadblocks.

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Productivity You Can See

Get deals across the finish line in half the time with our task management system —
giving you complete visibility over projects company-wide, and ensuring everyone you collaborate with knows exactly what's expected from them.

Complete your tasks your way

Customize tasks however needed to accommodate your internal processes. Build workflows across your firm to optimize how your team operates.

Get things done at warp speed

With automations and templates available to streamline your routine procedures, you'll save hours of time and be able to get back to the deal sooner.

All your to-do's in a consolidated view

Create a central hub for tracking deal & company tasks in a single location to have full oversight into how your team is operating.

Create tasks for anyone you work with

Unite your teams, both internal & external, so nothing falls through the cracks or goes unaccounted for.

Never miss a deadline

Operate more efficiently across teams

Monitor tasks internally and externally

CUSTOMER STORY
Lincoln Property Company
With over 50 years of global and multi-disciplinary real estate experience, Lincoln Property Company is one of the largest and most well respected real estate services firms in the United States. Lincoln’s international footprint includes offices in 200 cities across the United States and 10 cities throughout Europe.
CUSTOMER STORY
Veleta Capital
Veleta Capital is a premier private equity real estate finance and investment management firm which provides institutional management services that support multiple verticals in real estate finance and investments. Veleta’s team of real estate credit and investment professionals have deep expertise that encompass the full spectrum of real estate finance, operating, construction, servicing, and asset management.
CUSTOMER STORY
Tourmaline Capital Partners
Tourmaline Capital Partners, LLC is a Philadelphia-based real estate private equity firm formed in early 2021 that focuses on office investments throughout the Continental United States. TCP, along with its capital partners, intends to be one of the most acquisitive office investors in the U.S. over the coming years and has already acquired over 3.4M SF of real estate in the past year.
CUSTOMER STORY
Platform Ventures
Born and raised in Kansas City, co-founders, partners, and brothers, Ryan & Terry Anderson, started investing in real estate with a loan in college and have since led Platform Ventures to become a growing real estate investment firm with over $1.4B assets under management.

CUSTOMER STORY
Lincoln Property Company
With over 50 years of global and multi-disciplinary real estate experience, Lincoln Property Company is one of the largest and most well respected real estate services firms in the United States. Lincoln’s international footprint includes offices in 200 cities across the United States and 10 cities throughout Europe.
CUSTOMER STORY
Veleta Capital
Veleta Capital is a premier private equity real estate finance and investment management firm which provides institutional management services that support multiple verticals in real estate finance and investments. Veleta’s team of real estate credit and investment professionals have deep expertise that encompass the full spectrum of real estate finance, operating, construction, servicing, and asset management.
CUSTOMER STORY
Platform Ventures
Born and raised in Kansas City, co-founders, partners, and brothers, Ryan & Terry Anderson, started investing in real estate with a loan in college and have since led Platform Ventures to become a growing real estate investment firm with over $1.4B assets under management.
CUSTOMER STORY
Tourmaline Capital Partners
Tourmaline Capital Partners, LLC is a Philadelphia-based real estate private equity firm formed in early 2021 that focuses on office investments throughout the Continental United States. TCP, along with its capital partners, intends to be one of the most acquisitive office investors in the U.S. over the coming years and has already acquired over 3.4M SF of real estate in the past year.

CUSTOMER STORY
Lincoln Property Company
With over 50 years of global and multi-disciplinary real estate experience, Lincoln Property Company is one of the largest and most well respected real estate services firms in the United States. Lincoln’s international footprint includes offices in 200 cities across the United States and 10 cities throughout Europe.
CUSTOMER STORY
Veleta Capital
Veleta Capital is a premier private equity real estate finance and investment management firm which provides institutional management services that support multiple verticals in real estate finance and investments. Veleta’s team of real estate credit and investment professionals have deep expertise that encompass the full spectrum of real estate finance, operating, construction, servicing, and asset management.
CUSTOMER STORY
Platform Ventures
Born and raised in Kansas City, co-founders, partners, and brothers, Ryan & Terry Anderson, started investing in real estate with a loan in college and have since led Platform Ventures to become a growing real estate investment firm with over $1.4B assets under management.
CUSTOMER STORY
Tourmaline Capital Partners
Tourmaline Capital Partners, LLC is a Philadelphia-based real estate private equity firm formed in early 2021 that focuses on office investments throughout the Continental United States. TCP, along with its capital partners, intends to be one of the most acquisitive office investors in the U.S. over the coming years and has already acquired over 3.4M SF of real estate in the past year.