Aptly helps property management teams organize work, automate processes, and communicate more effectively — all in one place. Instead of juggling spreadsheets, inboxes, and disconnected tools, Aptly brings your workflows together so nothing falls through the cracks.
Below is an overview of what you can do in Aptly and how teams typically use it.
Organize Your Work Into Clear Workflows
Aptly uses boards to organize your day-to-day processes. Each board represents a workflow, such as renewals, make-readies, owner leads, or applicant screening.
On a board, work moves through stages, making it easy to see:
- what’s new
- what’s in progress
- what’s waiting
- what’s complete
This gives your team instant visibility into who’s working on what and where things stand.
Track Everything in One Place
Each item of work in Aptly lives on a card. Cards hold everything related to that task or record, including:
- key details and custom fields
- notes and activity history
- linked contacts and properties
- related emails, texts, or calls
This means you no longer need to search across systems to understand context — it’s all on the card.
Automate Repetitive Tasks
Aptly lets you automate common steps in your workflows so your team can focus on higher-value work.
With automations, you can:
- move cards automatically when conditions are met
- assign tasks to the right people
- send emails or reminders
- update fields behind the scenes
Automations help ensure work moves forward consistently, even when your team is busy.
Communicate Without Leaving the Platform
Aptly includes a built-in Inbox where your team can manage email, text, and phone conversations.
From Aptly, you can:
- send and receive messages
- use templates for consistent communication
- automatically relate conversations to the right card
- see conversation history alongside the work it’s tied to
This keeps communication connected to the workflow instead of buried in individual inboxes.
Work With Real-Time Property & Contact Data
Aptly connects to your Property Management Software (PMS) to keep data in sync.
This allows you to:
- work with up-to-date properties, units, leases, and contacts
- automatically pull property data into workflows
- reduce duplicate data entry
Your workflows stay accurate without extra manual effort.
Screen Applicants and Send Documents
For teams using Aptly Screening and eSignature, you can also:
- manage applicant screening and decisions
- collect application and holding fees
- verify identity, income, and credit
- send leases and documents for electronic signature
All applicant activity stays connected to the workflow, making handoffs and decisions easier.
See Progress and Performance at a Glance
Aptly includes reports and dashboards to help you understand what’s happening across your team.
You can:
- track workload and progress
- monitor response times and activity
- receive daily or weekly board summaries
This makes it easier to spot bottlenecks and improve processes over time.
Grow and Adapt as Your Team Scales
Aptly is flexible by design. Teams use it for:
- leasing and renewals
- make-readies and maintenance coordination
- owner onboarding and sales
- compliance and internal operations
As your processes evolve, you can adjust boards, automations, and fields to match how your business actually works.