Track and pull every permit in one place
Permitio CRM is the permit software built for coordinators. File to any jurisdiction, watch status live, and never miss a deadline or inspection — without the spreadsheet and the dozen city portals.
Prefer to hand it off? Our team can file for you too — see the done-for-you service.
A tour of the CRM
The whole permit lifecycle — file, track, inspect, and report — in one system built for the people who do it all day.
The pipeline
Every permit your team is tracking, on one board
Search by name, address, permit number, or client. Filter by status, work type, or assignee. Each permit carries its own countdown — submit windows, expected approvals, overdue flags — so the next action is always obvious.
- One list across every client and jurisdiction
- Overdue and due-soon badges computed automatically
- Import your existing spreadsheet by CSV in minutes
The permit workspace
Move each permit along as the city responds
Every permit gets a workspace: status, city permit number, owner, client, key dates, and documents. Log a city status check with one click and the CRM tells you when the next one is due.
- Status checks tracked so no filing goes quiet
- Assign an owner — “Nobody owns this permit yet” never lasts long
- Expected-approval estimates per jurisdiction
Inspections
Never miss an inspection again
A shared calendar of every scheduled inspection across all of your clients. The next ones are surfaced up front, and dashboard reminders keep failed or unscheduled inspections from slipping.
- All clients, one calendar
- Upcoming inspections surfaced on the dashboard
- Failed inspections flagged for re-work and rescheduling
Reports
Know which cities are fast — and which hold your filings
Median time to submit and to approval, backlog by status, and approval time broken down by jurisdiction. Answer “where is it stuck?” with data instead of a meeting, and export everything to CSV.
- Approval time by jurisdiction
- Team workload and turnaround at a glance
- One-click CSV export for owners and clients
Everything a permit coordinator needs
And underneath it all, the boring-but-critical plumbing that keeps a permit desk running.
Track every permit in one place
One pipeline for every permit across every jurisdiction — status, stage, and next action at a glance. Retire the spreadsheet and the dozen browser tabs.
Pull permits directly
File to the right city or county from inside the CRM. The correct application and requirements are surfaced for the jurisdiction so nothing gets missed.
Never miss a deadline
Automatic reminders for expirations, resubmittals, and inspections. The CRM chases the dates so your coordinator does not have to.
Every jurisdiction, one workflow
Forms, fees, and requirements organized by authority having jurisdiction. The steps repeat; only the portal changes — the CRM handles the difference.
Documents and records together
Applications, approvals, and inspection records attached to each permit. When a permit resurfaces at sale or audit, the paper trail is already there.
Built for teams
Shared visibility for coordinators, managers, and owners. Assign permits, see the whole board, and report on turnaround without asking around.
Built for the people who live in permits
Software when you want it. A team when you don’t.
Use the CRM to file and track permits yourself, hand the hard ones to Permitio’s filing team, or do both — every permit stays tracked in the same place. That is the whole idea: you should never be stuck between doing it all yourself and giving it all away.
Permitio CRM, answered
What is Permitio CRM?
Permitio CRM is permit management software for permit coordinators and in-house teams. It gives you one place to track and pull every permit — file to the right city or county, watch status live across jurisdictions, store documents, and stay ahead of every deadline and inspection. It is the do-it-yourself counterpart to Permitio’s done-for-you filing service: use the software, have us file, or both.
Who is the Permitio CRM for?
It is built for permit coordinators, office managers, and operations teams at contracting companies who file permits in-house and need a system of record instead of spreadsheets and a dozen city portals. It works for a single coordinator or a whole team with shared visibility.
How is the CRM different from Permitio’s filing service?
Same company, two ways to work. With the done-for-you service, you send us the job and a person files the permit for you at $25–100 per permit. With the CRM, your team files and tracks permits themselves using our software. Many customers use both — the CRM for the permits they handle in-house, and our team for overflow, unfamiliar jurisdictions, or the ones they would rather hand off.
Can I switch a permit from the CRM to your team to file?
Yes. That is the point of having both under one roof. A permit you start in the CRM can be handed to Permitio to file when you are short-staffed or facing a jurisdiction you do not know, and it stays tracked in the same place.
Bring your permits into one place
Start tracking and pulling permits in the CRM today — or book a call and we’ll walk your team through it.