AiTBMS: Building Management Intelligence Platform

Building operations have outgrown Smartsheet.

AiTBMS is the building-intelligence platform Intelligent IT built for multi-tenant, multi-carrier, commission-driven operations. Developed in production with GCG (Control Solutions Group) as the launch partner, AiTBMS is the operating system for building ops teams that have outgrown spreadsheets.

The pain you already know.

Smartsheet sprawl across N inboxes

Every team has its own Smartsheet, every Smartsheet has its own column conventions, and tribal knowledge dies in inboxes. Reporting is hand-rolled and stale by the time it lands.

Commission reconciliation across multiple carriers

AppDirect, native carrier portals, and one-off CSV imports all land in different formats. Your ops lead spends a week per month reconciling what’s owed against what was paid — and partners notice when it’s wrong.

Quote-to-order handoff loses context

Sales hands the quote to ops in a Slack thread. Ops re-keys it into the carrier portal. Provisioning notes go into a fourth tool. By the time the customer asks for status, no single person has the full picture.

What AiTCRM does for channel ops.

Multi-tenant ops

Each region, business unit, or sub-agency runs in its own tenant with shared analytics. No more spreadsheet-per-team chaos — one platform, scoped data, real RBAC.

AI-classified shared inbox

Carrier emails, partner requests, and customer escalations land in one inbox, classified by deal, carrier, and stage. No more digging through Outlook to find the right thread.

Provider Operations layer

Serviceability checks, deal registration, and carrier-portal automation run native — not in a third tab. The Provider Ops layer ships preconfigured for the top carriers and extends to the long tail.

Commission engine + revshare

AppDirect import, native carrier reconciliation, sub-agent split logic, and clawback handling all live in one place. Partner portals show partners exactly what they’re owed, when, and from which carrier.

Phased migration. Smartsheet stays live until you don’t need it.

No big-bang cutover. Phase 0 mirrors what you already run; every later phase moves work into AiTCRM only after the team has used it in parallel. You decommission Smartsheet on your timeline, not ours.

0

Mirror Smartsheet

Read-only sync of your existing sheets — zero workflow change. Day-1 visibility.

1

Foundation

Tenant model, RBAC, partner master, carrier master, customer master. The system of record stands up.

2

Intake + Visibility

Quote intake, deal-reg, and AI inbox classification go live. Pipeline reporting becomes real-time.

3

Workflows native

Provider Ops automations, partner portals, and commission reconciliation move out of Smartsheet into AiTCRM.

4

Automation + Intelligence

Predictive alerts, anomaly detection on commission runs, and AI-driven next-best-action across the deal pipeline.

5+

Migration off Smartsheet

Read-only Smartsheet retired. Final exports archived. AiTCRM is the system of record — and the only place ops live.

Who’s running on it.

Already powering channel partners — including a 100+ partner agency rolling out today. Multi-tenant from day one means your data, your branding, your portal — never blended with anyone else’s.

Logo coming soon

Pricing, at a glance.

Same tiers as the rest of the AiT platform. Annual-commit pricing with a built-in discount because hosting and Anthropic costs are forecastable when we know you’re staying.

Starter

$125 / user / mo

5–15 users · 1 tenant · 1 carrier

Growth · Most Popular

$125 / user / mo

15–50 users · 3 tenants · top 3 carriers

Enterprise

Custom

50+ users · unlimited tenants · scoped in discovery

See full pricing →

FAQ

Will my Smartsheet data come over?

Yes — in Phase 0 we mirror your existing Smartsheet workspaces read-only via the Smartsheet API. Your team keeps editing in Smartsheet day one. Phase 4 ships a one-shot ETL importer that snapshots the structured columns into AiTCRM as native records, with a column-mapping pass we run with you.

Do I have to migrate everything at once?

No. The phase model is explicitly designed so Smartsheet stays live until you don’t need it. Most customers run side-by-side through Phase 3, then sunset Smartsheet in Phase 5+ on their own timeline. You never get stuck with an incomplete migration.

Can we keep HubSpot as system-of-record during transition?

Yes. AiTCRM ships with a HubSpot bi-directional sync so contacts, companies, and deals stay aligned during transition. Sales keeps logging in HubSpot if they want; ops works in AiTCRM. When you’re ready, you flip the SoR designation and the sync becomes one-way out to HubSpot for any team that hasn’t moved.

How does AppDirect commission import work?

AppDirect remittance files drop into a watched mailbox or SFTP folder. AiTCRM parses them, matches each line to the originating deal, runs your sub-agent split logic, and posts to the partner ledger. Discrepancies between expected and paid land in an exception queue with one-click create-a-ticket-to-AppDirect. No spreadsheet, no manual VLOOKUP.

Can my partners access their own portal?

Yes. Each partner gets a tenant-scoped portal under your brand — deal pipeline, commission statements, document upload, and a request inbox that flows directly into your ops queue. White-label ships standard on Growth and Enterprise; partners never see “Intelligent IT” unless you want them to.

How do you handle banking/tax-doc collection during partner onboarding?

Partner onboarding runs through a guided flow: W-9 upload (or W-8 for non-US partners), Plaid-verified bank account, signed master agreement, and any carrier-specific forms. Documents land in your DMS with audit trail. For payouts, we use Plaid Transfer where eligible with a manual ACH fallback — banking compliance is fully gated on KYB, not bolted on after.

What happens if a carrier portal we automate against breaks?

The Provider Ops layer is built around the assumption that carrier portals will change. Each carrier integration runs behind a fault-isolated worker with monitored health checks. When a portal flow breaks, the worker fails closed (not silently), the affected deal is flagged in your queue with a manual-fallback prompt, and our team gets paged. Median fix time on carrier-portal regressions to date: under 48 hours.

How long is implementation?

Starter: 4 weeks — one tenant, one carrier, foundation through Phase 2. Growth: 12 weeks — up to three tenants, top three carriers, foundation through Phase 4. Enterprise: scoped in discovery, typically 16–26 weeks for multi-region rollouts. Phase 0 mirroring goes live in week 1 of any tier so your team has visibility while the rest is being built.

Ready to run building ops on a real platform?

Thirty minutes with us, no slide deck. We scope a Phase 0 mirror against your live stack so you see what AiTBMS looks like before you commit.

Book a 30-min walkthrough See pricing →

AiTBMS — Building Intelligence Platform.