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Getting Started: Autopilot
How do I get access to the Autopilot features?
How do I get access to the Autopilot features?

Learn how to upgrade your account to access Autopilot and the direct sync with AppFolio, Buildium, Propertyware, Rent Manager, and Rentvine.

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Written by Aimee
Updated over a week ago

Ready to get started with Autopilot? This feature set gives you access to the following features. Once you have access, you will want to set them up in this order:

See below for how to get access to these features, based on your current plan.

Determine which plan you are on

Not sure which plan you're on? Go to the Billing page under Settings in the lefthand sidebar in LeadSimple.

Enterprise

If you are part of an Enterprise, you will need to contact your enterprise admin to update your plan.

Once you've upgraded you plan, you can get started with setting up your Property Groups!

Operations

If you are on our Operations plan (either created your account or upgraded after January 1, 2023), you already have access! You can get started with setting up your Property Groups.

Operations (Legacy)

Go to the Billings page under Settings in the sidebar and click "change plan" in the top right.

Then click "Choose this plan" under the Operations plan.

Once you've upgraded you plan, you can get started with setting up your Property Groups!

CRM only plans - Growth, Basic, Compete, Dominate

If you are on a CRM plan, you can contact sales to schedule a discovery call, get a demo of operations, and create your customized onboarding plan.

Once you've upgraded you plan, you can go through the help series to get set up (start with setting up your Property Groups!)

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