Property Operation and Management

Every project, building and unit. One view.

A complete rental and sales system for real estate. Manage property inventory, reservations, contracts, payments, invoicing and maintenance, and see at a glance which unit is occupied and which is available.

What it covers

Rentals and sales, start to finish.

Property hierarchy

Up to four levels, such as project, building and unit, with every unit's details including furnishing.

Rates and charges

Define and maintain rent and sale values, charges and rates that apply to the agreements.

Reservations and contracts

Reserve or block units, register units, and handle rent or sale agreements, including adding dependents.

Payments and invoicing

Payments, invoicing and the financial processes related to your customers and properties.

Maintenance and complaints

A maintenance management module that handles members' complaints.

Customer CRM

Leads, contacts and accounts, with a complete profile for each customer in a central database every CRM user can access.

The customer journey

From first inquiry to maintenance.

1

Lead

Each customer gets a complete profile.

2

Reservation

The unit is reserved or blocked.

3

Contract

Rent or sale agreement with the applicable rates and charges.

4

Payments

Payments and invoicing for the agreement.

5

Services

Applying for services and maintenance, with complaints handled in the maintenance module.

Inside the product

Dashboards built in.

Property, contact and lead dashboards, plus business process automation that keeps the system expandable and flexible as you grow.

property management · dashboard
Property Management dashboard: active units by type and condition
Property Management dashboard: active units by type and condition
property management · lead
Lead record with the full customer profile and next steps
Lead record with the full customer profile and next steps
Built on Microsoft Dynamics

Simple, automated and agile.

  • Simple and easy. A user friendly interface that makes the solution easy to use.
  • Automated. Automate and streamline business processes, and gain insights from BI and reports.
  • Agile. Move through the system fast and adapt with extensible functionality.
FAQ

Property Management, answered.

Does it handle both rentals and sales?
Yes. It is a property rental and sales solution covering rent and sale agreements, with rent and sale values, charges and rates that apply to the agreements.
How deep can the property structure go?
Up to four levels, for example project, building and unit.
How are maintenance and complaints handled?
The system includes a maintenance management module that handles complaints from members.
Does it include CRM?
Yes. It is a property CRM with lead, contact and account management and a complete profile for each customer.
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