Get to know myStratus Rep

myStratus Rep premium  management solution is specifically designed to help you build a successful business, no matter its size.


All information for each customer in one record to provide a single view of your relationship with every client.


Import and export client lists
Organize and track with client groups and statuses
myStratus Maps (fees apply)
Company contacts
Multiple phone numbers
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View your full schedule of appointments by each individual employee for your entire business at once.


Schedule by user and/or resource
Daily, weekly, and monthly views
View schedules side-by-side
Google calendar syncing
Special calendar events & holidays
Online Booking (requires package)
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Automated Tools

Automate emails, SMS, tasks, contracts, and more. Plus track interactions and merge client info and communications with the CRM.


Automatically triggered communications (requires package)
SMS texting (SMS fees apply)
Create SMS and HTML email templates with merge fields
Automatic email replies
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Keep your projects and attachments together under a single, easy-to-view record.


Custom project types for tracking and reporting
Project workflow management
Link to several customers and principals
Attach related files to be stored locally or in cloud
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Choose from over 60 KPIs to build and layout your dashboard so you automatically track the things you need to keep an eye on.


Client, project, and invoice lists
Create advanced data filters for lists and reporting
Accounts receivable report
Analysis and trend reports
Sales tax report
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Enterprise Grade Security

The cloud, backup and recovery assure uptime and availability, with IT security to meet international industry standards.


Export all data to Excel files
User and group security settings
Data entry validation (required fields)
Time clock and time sheets
Translated into multiple languages
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Scalable Software

The flexibility to let you separate regions within the same database, from your 2nd region to your 502nd region!​


Unlimited regions
Split Principals and Clients by regions
Share settings and customers across regions
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And more

Even more amazing features are available. Such as: Task Management, Subscription Plans, & Event Tracking.


Get to know the full power of myStratus!
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All Features

Looking for a specific feature? Or just want to see the full power of myStratus Rep? 

Regions (Requires Package)

Home Page

Communication & Marketing

Calendar & Scheduling

Task Management


Principal & Client Management


User & Security


Invoicing & Estimates

Payment & Credit Card Processing

Subscription Plans

Event Tracking

Online Customer Portal and App - Coming Soon

Your myStratus Rep subscription will also include the following

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See what myStratus could do for you.

Book a demo with one of our myStratus coaches to see how we can help you to grow your business.

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