One of the questions worth asking before you commit to any platform is: what happens when your portfolio doubles? Not in the sales pitch — in practice. Does your data carry over? Do the workflows change? Do you end up reconfiguring everything from scratch because the small-portfolio version and the large-portfolio version are essentially different products?
With BasePro, the answer is no to all three. Here is what scaling actually looks like.
The three tiers and what each handles
The platform has three tiers: Starter, Professional, and Enterprise. The underlying platform is the same at every level — operations, the financial ledger, vendor management, owner reporting. What changes between tiers is the feature surface on top of that core, and the property cap that determines which tier you start on.
Starter is for operations of up to 5 properties. It gives you the full operations cycle: create and assign maintenance orders, track vendor communications, reconcile your ledger, and generate owner statements. No stripped-down version — the same operations and financial engine that Professional and Enterprise use.
Professional handles portfolios up to 50 properties. It adds multi-vendor quoting (send a work order to more than one vendor and compare structured quotes), portfolio groupings with dedicated bank accounts, and multi-currency account support for operations with MXN and USD assets. This is where most growing management companies land.
Enterprise is for operations above 50 properties or with compliance-heavy requirements — unlimited properties, WhatsApp Business dispatch for vendor communications, CFDI 4.0 invoicing and reconciliation, and cost-approval workflows for larger teams where financial controls matter.
When to move between tiers
The system itself gives you the signal. When your property count approaches the Starter cap, a banner appears in the platform. You can see the limit coming; it does not cut off your operations without warning.
Beyond the property cap, the more useful question is: which features do I actually need? A Starter operator running five properties with a single trusted vendor for every trade may not need multi-vendor quoting. A Professional operator who adds a second entity — a separate LLC with its own bank account — will want the portfolio model that comes with Professional.
A few practical indicators:
- Move to Professional when: your vendor coordination involves comparing quotes, or when your portfolio includes multiple ownership structures that each need their own financial isolation.
- Move to Enterprise when: your operations regularly process vendor invoices at volume, you manage a team large enough to need cost-approval gates, or your compliance obligations include CFDI emission and SAT reporting.
These are operational decisions, not upsell triggers. If your current operations genuinely do not require the additional capabilities, staying on a lower tier is the right answer.
What stays the same across tiers
This matters more than the differences. When you upgrade from Starter to Professional:
- Your property data, tenant records, maintenance history, and vendor list carry over exactly. No re-entry.
- Your team's roles and access configuration stay in place. Upgrade does not reset permissions.
- Your historical financial records remain attributed correctly. The ledger continuity from your first transaction on Starter is preserved on Professional.
- Your workflow habits — how you open work orders, how you assign vendors, how you generate statements — work identically. The operations model is the same.
What changes is that additional capabilities become available. The first time you need multi-vendor quoting, it is there. The first time you add a second portfolio with a dedicated bank account, that is unlocked. The upgrade adds capability; it does not disrupt continuity.
Starting out: what to configure first
If you are starting on Starter with 3 properties and expect to grow to 15 within a year, the setup decisions you make at the start are the ones that will scale with you. The onboarding wizard walks you through four steps — property setup, unit configuration, role assignment, and opening balances. Getting those right at the start means the upgrade to Professional is a settings change, not a rebuild.
The team's onboarding support is available for any scale — whether you are starting at five properties or migrating an existing portfolio of fifty. If your growth path involves multiple ownership structures or currencies from the beginning, that is worth flagging in the first conversation so the configuration handles it correctly from day one.
From 5 properties to 400 — same operating system. If you want to map your current structure and growth plan to the right starting configuration, the team can walk you through it.