Use suite crm for managing properties and it's types and leads and customers

[dg10]

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)

[BastianHammer]

Hello Shubham,

property would have to be a custom module

SuiteCRM Custom Module Tutorial: Creating custom modules made simple

and then related to contact, leads, maybe accounts.

Creating relationships between modules in your SuiteCRM

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:

For Real Estate Agents - issues in brainstorming

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. A…

Configure SuiteCRM For Real Estate Agents

I am trying to work on a good way to figure this out for my Real Estate business. I need a flow that works as follows: Find a lead Convert to prospect Start working with prospect to buy or sell a home Sell a seller’s house or represent a buyer for a new house. Recycle them back as a prospect for future business. The best I can come up with is to use the “Accounts” module for pending deals (A seller signs a contract to list their house, or I am showing buyers houses they are interested in). On…

[dg10]

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?

[BastianHammer]

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