Hello guys,
I have a real estate client who want to have his entire operation on suite crm property listing, their owners and also sales pipeline ( this one is simple and obvious).
So what modules to use for what purpose. Here is a basics requirement.
Have all properties listed and organized based on location, property type and all the basic details that properties have like owners, area, furnishing etc…
I have all clear for the sales pipeline but a bit confused on the property side ( basically listing management and information)
Hello Shubham,
property would have to be a custom module
and then related to contact, leads, maybe accounts.
Architecture could look like this roughly:
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.
Check out these threads about real estate:
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Thanks a lot, got it. One more question. SO, I have different kinds of properties like 1 bhk, 2 bhk, 3 bhk independent villa and also then there is another thing whether they are available for rent or sale, just like taxonomies. so, what should be the proper approach for this?
I’d put this into two fields into your custom module: Property
Dropdown, Label: Type or Size or Rooms or so, Values 1bhk, 2bhk etc.
Dropdown, Label: Criteria (or similar), Values: rent, sale
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I have worked it out. Thanks to you and community.