Key Features

A complete, all-in-one Odoo real estate CRM — manage properties, units, leads, site visits, EMI billing, payment schedules, agent commissions, and business analytics from one unified platform.

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  Real-Time Dashboard Live KPIs for total leads, won deals, and revenue — plus a 12-month bar chart, monthly deal count, and lead-distribution pie chart.
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  Project & Sub Projects Management Rich property records with type, project, GPS location, construction status, area measurements, photos, documents, and brochure upload.
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  Property Listing: Units (Flat/Apartment) / Lands & Auto Status Lifecycle Track individual units (Flat/Apartment) and Lands with floor, bedrooms, area, price-per-sqft, and furnishing. Unit state syncs automatically with sale orders (Available → Booked → Sold).
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  Bulk Property (Units/Plot) Creation Batch-create multiple units under one property with a shared prefix and configuration — from a single wizard in seconds.
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  Advanced Lead Qualification 30+ real-estate CRM fields: budget range, area preference, floor, facing, furnishing, interest level (Cold → Very Hot), payment mode, loan details, and purchase timeline.
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  Site Visit Scheduling & Tracking Full visit lifecycle (Draft → Planned → In Progress → Completed) with agents, attendees, purpose, photos, documents, signed forms, and outcome recording.
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  Auto Follow-up Activity After Site Visits Visit completions automatically create mail activities on the parent lead — ensuring every follow-up is tracked and no opportunity is missed.
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  Sales Pipeline & Pre-Configured CRM Stages Pre-loaded deal stages guide each opportunity from first enquiry to closing; one-click New Quotation auto-populates the selected unit and agent commission.
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  Property Booking Management Create percentage or fixed booking invoices directly from the sale order; a dedicated Booking state tracks the reservation until the full contract is confirmed.
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  EMI Management Auto-generate monthly installment invoices with tax, due dates, and a per-installment breakdown preview — by month count or fixed amount — before creating.
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  Sales Agreement with Print Copy property sales agreements with complete buyer, property, payment, and contract details. Generate professional, printable agreement documents in PDF format for customer signing, record keeping, and legal documentation..
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  Payment Schedule Tracking Visual payment schedule tab on each sale order links every invoice to a due date, amount due, and live status (Not Paid / In Payment / Paid) with overdue highlighting.
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  Agent Commission Automation Define agent and commission % on each lead or order; a vendor bill is auto-created on sale confirmation and automatically reversed if the order is cancelled.
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  Multiple Purchasers & Co-ownership Split deal ownership across co-buyers with partnership percentages; system auto-validates shares never exceed 100% and computes each buyer's amount to pay.
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  Website Property Publishing Publish property listings to your Odoo website for online lead capture from eCommerce and product pages with a single click.
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  Analytics & Reports Unit Status, Sales Summary, Agent Commission, Payment Collection, and Site Visit reports — all with filters and group-by for actionable business insights.
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  Role-Based Access Control User/Manager role split with granular CRUD permissions across all real estate models; multi-company record rules protect sensitive deal and client data.
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  Configurable Master Data Master tables — property types, amenities, facilities, specifications, utilities, connectivity options, furnish types, city lists, unit types, and tags — all configurable from the Real Estate Configuration menu.

1. Real-Time Dashboard

A custom OWL 2 dashboard aggregates the most critical business KPIs in one view, refreshing live from the database.

• Lead Pipeline KPIs: New Leads · Active Leads · Won Leads · Lost Leads
• 12-Month Revenue Chart: Monthly bar chart showing confirmed sale order revenue over the past year
• Monthly Deals Chart: Deal count per month alongside revenue for conversion insight
• Lead Distribution Pie: Visual breakdown of New / Active / Won / Lost opportunities

2. Property Management

Every real estate listing is stored as a Property record with rich detail and a full status flow.

3. Unit Management

Units are individual sellable items inside a property (apartments, offices, plots). They extend Odoo's product.template and carry their own lifecycle that stays automatically in sync with sale orders and invoices.

Bulk Unit Creation Wizard: From any Property record, open the Create Units wizard to batch-create multiple units with a shared prefix and configuration in seconds.

4. Inquires & Opportunity Management

Capture customer inquiries, track sales opportunities, manage follow-ups, and monitor deal progress from first contact to successful closure—all in one organized workflow.

🏠 Property Preference Property Type, Preferred States Min / Max Area (sqft), Min / Max Budget Bedroom & Bathroom Count Floor Preference (Ground → Top / Any) Facing (N / S / E / W and diagonals) Furnishing Status (Unfurnished → Luxury) Construction Status (Ready / Under Construction / Pre-Launch) Possession Date, Registration Budget	💼 Financial & Legal Purpose (Residence / Investment / Corporate / Commercial / Rental) Payment Mode (Cash / Cheque / Bank Transfer / Loan / Installment / Combination) Loan Required, Preferred Bank Booking Amount, Expected ROI (%) Tax Consideration toggle ID Type & Number (Aadhar / PAN / Passport / etc.) Employment Type, Company Name Ownership Preference (Single / Joint / Company)
🤝 Sales Intelligence Interest Level (Cold / Warm / Hot / Very Hot) Negotiation Status (Not Started → Deal Closed) Purchase Timeline (Immediate → 12+ Months) Expected Close Date, Deal Breakers Lost Reason (Price / Location / Condition / Amenities / Legal / Financing / Other) Is Decision Maker flag Preferred Contact Time (Morning / Afternoon / Evening / Anytime)	🏗️ Unit Selection Interested Units (multi-select, filtered to available units) Selected Unit (must be one of the Interested Units) Select Unit Wizard — visual picker from the lead form New Quotation auto-populates the selected unit as a sale order line Agent & Commission % flows through to the sale order Visit count smart button

5. Property Site Visit Management

Each lead can have unlimited Property Visits — fully scheduled, staffed, and tracked from first draft to completion or cancellation.

📅 Scheduling Visit Purpose (Property Visit / Negotiation / Follow-up) Visit Start & End Time — auto-computes Duration Auto-fills Visit Date from Start Time End Time defaults to Start + 1 hour Past-date and overlapping-time validation Manager Approval flag for sensitive visits Priority (Low / Medium / High / Very High) Reschedule Wizard — one-click rescheduling with reason	👤 People & Logistics Primary Agent / User, Additional Agents / Users Sales Team assignment Client, Phone, Email (auto from partner) Number of Attendees, Special Request Meeting Point, Google Map Link Expected Travel Time, Transport Mode Parking Required toggle Internal Note (rich HTML)
📎 Attachments (4 categories) Photos — site / property photos Documents — related agreements Signed Forms — signed visitor forms Visiting Cards — business cards scanned on-site Total attachment count smart button Ownership validation prevents cross-visit attachment leaks	✅ Outcome & Follow-up Outcome (Successful / Follow-up Required / Rescheduled / No-Show) Interest Level % (0–100 validated) Expected Value from this visit Visit Notes, Client Remarks, Internal Notes Next Action Required → auto-creates mail.activity on the lead Next Activity Type, Next Activity Date All state transitions post a chatter message to the parent lead

6. Sales Pipeline, Quotations & Invoicing

Pre-configured CRM stages guide every deal from initial inquiry to closure. Quotations are tightly integrated with the unit and lead data.

📑 Quotation / Sale Order One-click New Quotation from Lead — unit pre-populated as order line Agent & Commission % on every order Commission vendor bill auto-created on confirmation Commission bill cancelled & cleared if order is cancelled Multiple Purchasers tab with partnership % and auto-computed amounts Partnership % validated: must not exceed 100 % Amount to Pay = Untaxed × Partner-ship %

💳 Booking & EMI Create Booking wizard — percentage or fixed booking invoice Booking amount deducted from EMI plan automatically Create EMI wizard — by month count or fixed amount Each EMI creates a separate dated invoice with correct tax breakdowns EMI preview shows total, tax, per-installment breakdown before creating Due dates increment monthly from the chosen start date Unit status syncs: Booked on confirm → Sold on full payment

7. Configuration Master Data

The module ships with a rich set of configurable master data tables, all accessible from the Real Estate Configuration menu:

Property Types & Categories Property Area Types Furnish Types Cities (custom property city list)

Amenities Facilities Specifications Utilities

Connectivity Options Property Tags Unit Type Categories (bedroom configs) CRM Pipeline Stages (pre-loaded)

Contact Roles: Three new boolean flags on res.partner — Landlord, Developer, and Agent — drive domain filters throughout the module.

10. Version History