| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Calendar (calendar) • Discuss (mail) • Invoicing (account) |
| Lines of code | 831 |
| Technical Name |
wt_real_estate_crm |
| License | OPL-1 |
| Website | http://warlocktechnologies.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Calendar (calendar) • Discuss (mail) • Invoicing (account) |
| Lines of code | 831 |
| Technical Name |
wt_real_estate_crm |
| License | OPL-1 |
| Website | http://warlocktechnologies.com |
Real Estate CRM
Explore this module
Overview
Built on the Odoo platform, the
Real Estate CRM
module simplifies how real estate businesses manage their daily operations.
It provides a structured system to manage property-related activities such as
selling, purchasing, and renting properties. The module helps real estate
agents and companies efficiently track client requirements, property details,
and business transactions in a centralized environment.
The system begins with a powerful Inquiry Management feature where users can
create inquiries for selling, purchasing, giving for rent, or getting for rent.
These inquiries can easily be converted into Opportunities, helping businesses
manage potential deals efficiently and maintain proper follow-ups with clients.
It also provides advanced Opportunity Management tools where users can track
deals, define expected revenue, calculate brokerage values, and finalize
property transactions. Once a deal is confirmed, invoices can be generated directly
from the opportunity and brokerage payments can be tracked until completion.
Additionally, the module extends Customer Management by allowing businesses to
manage buyers and sellers separately. By integrating customers, properties,
inquiries, and opportunities into a single platform, Real Estate CRM creates a
streamlined workflow that improves efficiency, reduces manual work, and helps real
estate businesses manage their operations effectively.
Features
Inquiries
Opportunities (Qualified Inquiries)
Customers
Configuration
- Open Real Estate CRM Module
Open the menu and click on Manage Properties.
- Inquiries
- Create Inquiry for Property Sell
- Create Inquiry for Property Purchase
Create inquiries for property sell, purchase, give for rent and get for rent.
Click on the Inquiries menu and create a new inquiry for selling property. Enter all details properly for uninterrupted and smooth flow. Select Inquiry Type as Property Sell.
After filling out all details, click on Convert to Opportunity. It will display one pop-up like this.
If customer is already existing, then select Link to an existing customer else go with Create a new customer. If you select Create a new customer then it will be created as a seller in the customer menu. After that click on Create Opportunity.
Now your inquiry is converted to opportunity. You can see it in the Opportunity menu.
Click on the Inquiries menu and create a new inquiry for selling property. Enter all details properly for uninterrupted and smooth flow. Select Inquiry Type as Property Purchase.
After filling out all details, click on Convert to Opportunity. It will display one pop-up like this.
If customer is already existing, then select Link to an existing customer else go with Create a new customer. If you select Create a new customer then it will be created as a buyer in the customer menu. After that click on Create Opportunity.
Now your inquiry is converted to opportunity. You can see it in the Opportunity menu.
- Opportunities
- Opportunity Management for Property Sell
- Opportunity Management for Property Purchase
Manage opportunities for property sell, purchase, give for rent and get for rent.
Open your opportunity from the Opportunities menu. Verify your data carefully, set Expected Revenue and Brokerage Value accordingly for your property.
After filling out all details, save your property details.
Once you have found an opportunity to purchase your property, click on the Won button in the header. Now you can see the Create Invoice button in the header.
Click on the Create Invoice button, verify the invoice and confirm it. When Invoice is created, property details updated with Sold Date and Property Status marked as Sold.
Once the seller paid brokerage, click on the Pay button in the generated invoice. You can redirect to the invoice by clicking on the Invoice smart button in your opportunity.
When you click on the Pay button in the invoice, Brokerage Status marked as paid in your opportunity details.
Congratulations, now your deal is done.
If you select Give Property for Rent then also go for the same.
Open your opportunity from the Opportunities menu. Verify your data carefully, set Expected Revenue and Brokerage Value accordingly for your property.
After filling out all details, save your property details.
Now, go to the Properties page. Here, You can see all properties which meet the client’s requirements. On top, you can see properties for the area mentioned by the client and on bottom, you can see properties for the city mentioned by the client. Mark Properties as visited which have been visited by the client.
Once, The client has selected Property for purchase and marked the deal as final. Go to your opportunity, click on the won button.
Now you can see the Property Selection field. Here, you are able to select property which is not sold yet. Select property which has been selected by the client.
When you have selected property, Expected Revenue updated to same as selected property’s expected revenue.
Here, you can see the Property button in the header. By clicking on that button, you can see the property which is selected by the client.
Now, You can see the Create Invoice button in the header. Click on the Create Invoice button, verify the invoice and confirm it.
For all deals, first generates an invoice for the buyer after that generates for the seller.
Once the buyer paid brokerage, click on the Pay button in the generated invoice. You can redirect to the invoice by clicking on the Invoice smart button in your opportunity.
When you click on the Pay button in the invoice, Brokerage Status marked as paid in your opportunity details.
Congratulations, now your deal is done.
If you select Get Property for Rent then also go for the same.
- Customers
The system extends the partner model to manage buyers and sellers. You can create a Seller or Buyer from the Customers menu by clicking on New. Set customer to seller or buyer as per your requirement.
This integrates customer relationship management with opportunity data.
sales@warlocktechnologies.com
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