Portivo Estate Suite

Property operations
without the chaos.

One platform for sales, maintenance, vendors, compliance, investors, tenants, and analytics, replacing the spreadsheets, inboxes, and disconnected tools that cost you time and money every single day.

No credit card required · Cancel anytime

📈
Investor lead engine

Turn your portfolio into a buyer pipeline

Surface investors and buyers actively looking to purchase, so leads are captured, scored, and routed automatically instead of sitting in a spreadsheet.

More qualified buyers, less chasing
Copilot
Compliance
Maintenance
CRM
Analytics
Properties
Lead Inbox
Tenancies
Sales
Investor Prospecting
PortivoDashboardPropertiesTenanciesMaintenanceVendorsSalesCRM
Sales command centre
15
New leads
6
Viewings today
£2.4M
Pipeline value
75%
Win rate
Aisha Bennett · inspection booked
James Okafor · follow up due
Unit 12B · offer received
🚀One Platform. Endless Possibilities.
0%
Faster vendor onboarding
0×
Faster lease review
0+ hrs
Admin saved every week
0h
Arrears flagged automatically

Full feature set

Every feature. One platform.

Everything your property operation needs, built, integrated, and running in a single org-scoped workspace. AI-powered, investor-ready, and lead-generation enabled. No separate tools. No separate invoices.

🏠 Command Centre
Portivo Estate Suite Command Centre

Command Centre. Your whole portfolio at a glance: attention queue, rent collection, and work orders.

The platform

Six modules. One operating system.

Everything a property team needs in a single, org-scoped workspace, not six separate tools with six separate invoices.

Operations

Maintenance tracked, triaged, dispatched.

Every repair request flows through a single intake. Automatic priority triage assigns the right vendor. Real-time SLA clocks keep everyone accountable.

  • Unified intake from tenant portal & staff
  • Auto-triage by category & priority
  • One-click vendor dispatch with SLA timer
  • Compliance certificate reminders
  • Full immutable audit trail
70%faster vendor dispatch

How it works

Live in days, not months.

01

Sign up & create your org

Create a workspace in 2 minutes. Invite your team, set roles, add your properties.

02

Import your portfolio

Add properties and units manually or via CSV. Connect your existing PMS if you have one.

03

Onboard vendors & tenants

Send guided onboarding links to contractors and tenants. They self-complete in under 10 minutes.

04

Operations run themselves

Maintenance flows automatically. Reports generate on schedule. Compliance reminders go out on time.

Built for real property operations

From single-site managers to institutional portfolios.

Residential portfolios

BTR operators, housing associations, private landlords managing 10–2,000 units.

Commercial & mixed-use

Offices, retail parks, and mixed-use developments with complex compliance requirements.

Institutional investors

Asset managers and fund operators who need live data, not quarterly PDFs.

Already using a platform?

Keep what works.
Plug in what you're missing.

Most real estate companies already have a website or a core OS. You do not need to scrap it. Pick the modules your current stack is missing and embed them directly into your existing workflow, via API, webhook, or a white-labelled portal your clients never know is us.

🔌

API-first architecture

Every feature is accessible via REST API. Pipe maintenance requests, tenancy data, and rent events into your existing CRM, ERP, or custom dashboard.

Webhook into your stack

Connect to Zapier, Make, Slack, or MS Teams in minutes. Your existing tools get real-time property events without any code changes on your side.

🪟

Embed individual modules

Add the Tenant Portal, Maintenance module, or Compliance tracker as a standalone layer on top of your existing website. No full migration needed.

🏢

Works alongside Yardi & MRI

Already on Yardi, MRI, or Arthur? Use Portivo Estate Suite for the gaps (investor reporting, arrears automation, or vendor onboarding) without replacing your core PMS.

Not sure which modules fill your gaps? We will map your current stack and show you exactly where Portivo Estate Suite adds value, with no pressure and no full-platform pitch.

Book a free stack review →

✦ Portivo AI

AI that does the work, not just the dashboards.

Portivo's AI suite runs quietly across your portfolio, chasing compliance, surfacing buyers, and following up leads, so your team spends its time closing, not chasing. Every action is clearly labelled as AI and waits for a human's confirmation before it sends.

🛡️

Lettings Compliance Agent

Never miss a certificate again.

It watches every EICR, Gas Safe, EPC, and Legionella deadline across the portfolio, drafts the renewal chaser to the right contractor, and escalates anything overdue, and you approve before it sends.

  • Tracks every asset's expiry automatically
  • Drafts renewal chasers to contractors
  • Escalates overdue items to managers
🎯

AI Prospecting

Find your next buyer before they call.

Scores and surfaces the investors and buyers actively looking to purchase, matches them to the right listings, and routes each one to the right agent, instead of leads sitting cold in a spreadsheet.

  • Behaviour-based buyer scoring
  • Similar-listing match recommendations
  • Auto-routing to the right agent
✉️

AI Lead Follow-ups

Automated follow-ups that sound human.

Drafts and schedules the right nudge for every lead (post-viewing, gone-cold, or re-engagement) in your tone, over email or SMS, sent the moment you approve it.

  • Post-viewing & cold-lead nudges
  • Drafted from the real conversation
  • Sends on your one-click approval
Also in the AI suite
Lease Abstraction AIDocument Q&ASmart Maintenance TriageArrears PredictionAI Deal ScreeningInvestor Reporting

Pricing

Simple, transparent pricing.

14-day free trial on all plans. No credit card required.

MonthlyAnnualSave 2 months
Core
£99/month
Up to 100 units · unlimited users
🏢Property management
  • Properties, portfolios & units: full CRUD
  • Tenancy management: create, update, delete
  • Rent payments: log, update & summary view
  • Org-level document store
  • CSV bulk import (all entity types)
  • Global search across all records
🛠️Maintenance & vendors
  • Work orders: full CRUD, timeline & file attachments
  • Vendor management with per-vendor document storage
  • Tenant & resident self-service portal (separate login)
  • Tenant documents & announcements
🛡️Compliance & team
  • Compliance items: status tracking & expiry alerts
  • Gas safety, EICR, EPC & fire safety reminders
  • 5-level RBAC (Viewer → Owner) on every route
  • Email invites & team membership management
Start 14-Day Free Trial
Most Popular
Professional
£199/month
Up to 500 units · unlimited users
🏢Everything in Core
  • All property, maintenance, compliance & team features
💷Arrears, billing & analytics
  • ✦ Automated rent arrears detection & staged reminders
  • ✦ Automated tenant billing: rent charges, late fees & utility schedules
  • ✦ Analytics: SLA compliance, rent collection, vendor performance
  • ✦ CRM: contacts, companies & deals pipeline
AI Suite
  • ✦ Lettings Compliance Agent: watches every cert deadline & drafts renewals
  • ✦ AI Prospecting: scores & surfaces active buyers, matched to listings
  • ✦ AI Lead follow-ups: auto-drafted nudges, sent on your approval
  • ✦ Lease Abstraction AI: extract rent, clauses & terms from PDFs
  • ✦ Document Q&A: ask questions across leases & contracts
  • ✦ Arrears Prediction: flag at-risk tenancies early
  • ✦ Smart Maintenance Triage: auto-categorise & route requests
  • ✦ AI Deal Screening & AI Investor Reporting
🏷️Sales command centre
  • ✦ Branded collection links: curate homes into one shareable, tracked link
  • ✦ Buyer accounts, shortlists, notes & self-serve viewing bookings
  • ✦ 13-stage sales pipeline, lead inbox & engagement hot-signals
  • ✦ Commission engine, agent leaderboard & due-diligence checklists
  • ✦ AI listing recommendations & lead prioritisation
🚀Integrations
  • Microsoft 365: Outlook, Calendar, OneDrive & Excel
  • Slack & Microsoft Teams notifications
  • Zapier & Make webhook automation
  • Priority support & onboarding
Start 14-Day Free Trial
Enterprise
Custom
Unlimited units · unlimited users
📊Everything in Professional
  • All Core + Professional features included
💷Financial intelligence
  • Annual budgeting & long-term financial forecasting
  • Investment decision simulator: what-if scenario modelling
  • Capital stack optimizer: debt structure & refinancing analysis
  • Single asset health score: revenue, occupancy, maintenance & tenant risk
📈Investor & deal intelligence
  • Investor portal: portfolio KPIs, occupancy, income
  • Fund structures, waterfall calculations & automated distributions
  • AI deal pipeline: auto-ingest memos, extract IRR, cap rate & DSCR
  • SharePoint native integration for document archival
🔌Portals & compliance
  • Rightmove / Zoopla / OnTheMarket portal publishing
  • MTD-compliant accounting & HMRC submissions
  • In-app Right to Rent & tenant referencing checks
  • E-signatures for tenancy agreements
🏢Enterprise infrastructure
  • ✦ AI lead capture & qualification
  • White-label portal for landlords & investors
  • Custom integrations, SSO & API access
  • Yardi / MRI / custom ERP integration
  • Dedicated onboarding manager + SLA guarantee
Get a Quote

Ready to see it on your portfolio?

We will walk you through the modules that matter for your operation, not a generic tour. Bring your real workflows.

No commitment. No generic deck. 14-day free trial on all plans.

Questions

Frequently asked

What is Portivo Estate Suite?+

An all-in-one operating system for property businesses that runs lettings and sales in one login. It manages properties, tenancies, rent, arrears, maintenance, vendors, and compliance, and adds a full sales command centre (collection links, buyer accounts, pipeline, inspections, and commission) for estate-agency teams.

Can I import my existing data?+

Yes. Bring your properties, units, and tenancies over with bulk CSV import. Templates map your columns to the right fields, references are validated before anything is saved, and everything becomes searchable the moment it lands.

How do I migrate from my current system or spreadsheets?+

Our team offers a free, hands-on migration from your existing PMS. Send us your export or spreadsheets and we move your properties, units, and tenancies across for you, validate every reference before anything is saved, and check the result together. You do not have to do it alone or pay extra for it.

How does onboarding work?+

You can be set up the same day. Start a free trial, import or add your portfolio, invite your team with role-based access, and switch on only the modules you need. There is no long implementation project and no card required to start.

Is the AI safe, and does it act on its own?+

No. The AI suite is decision-support only. It drafts, suggests, and flags, but every action that leaves the platform (a compliance chaser, a lead follow-up, a message) is clearly labelled as AI and waits for a person to approve it before it sends. It never quotes figures that breach UK deposit or fee caps, never promises an approval, and never touches referencing or Right-to-Rent decisions. Follow-ups respect consent and quiet hours, and every send is logged to your audit trail.

Start free with a 14-day trial no card required.Start free trial →