I found that this is the first needed item to read:
Configure SuiteCRM For Real Estate Agents this link will provide you with great guidelines
Here is where I need extra thinking… I have clients which own multiple properties. how could/should I write/code the module
Should I use 1 to 1 ratio of accounts to contacts?
because I have about 4000 contacts and 4100 accounts ( real estate assets )
I use to manage this on ACT!, I changed up to google sheets, but I want something more tracking.
Also, I have multiple target lists of 2000-2800 at a time. which I send out information on a schedule. they might have to be leads
any sort of feedback is welcomed, and no, I don’t want to buy anything, I am successful because I touch my data and have a feeling for it.
Hello Michael,
for real estate you could look into utilizing modules in this way:
Leads = Requests from your website, phone or similar
Contacts = People, B2C customers, employees of B2B customers
Accounts = B2B customers, notaries, land office, etc. (ideally with the type dropdown to specify which kind of organization you’re looking at)
Property = Custom module with address, sq ft / m², year of completion etc.
Quotation = Could be just that, or built out as a property brochure.
Property would have n:1 relationships to contacts and accounts.
That will make this possible:
Usually not - that is a very specific cardinality, sometimes used to “hide” some fields (in a related module) or for something like KPI.
That could be leads, yes.
Unless, you’ve already sold something and want to continue providing tailored information, then that could be contacts as well.
yep this is the start.
Property would have to have n:1 relationship with leads, contact and accounts. because the only type of lead that does not have a property is a buyer, which has it’s own sales process.
so far so good