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Module Features

If you’re looking for a complete way to manage property sales and rentals inside your CRM, this Real Estate Management Module is designed to bring everything into one organised workspace. Instead of juggling spreadsheets, emails, and separate systems, you get clear visibility of your portfolio, requests, income, and performance—while keeping owners, tenants, agents, and brokers properly structured in one place. The result is a smoother workflow for day-to-day operations, faster responses to enquiries, and better reporting for decision-making.

Dashboard and performance overview

The dashboard gives you a quick, reliable snapshot of what’s happening across both sales and rentals. On the sales side, you can see Sale Income and track properties through For Sale, Sold, and Selling stages. This is supported by Property Status views and reporting widgets such as Sale Request by Status and Sale Request by Property Type, so you instantly understand demand and pipeline health. On the rental side, you get Rental Income and clear categorisation for For Lease, Rented, and Available units. The dashboard also includes Rental Request by Status and Rental Request by Property Type to help you identify bottlenecks and popular unit categories. For agencies or multi-area portfolios, Top City Properties adds another layer of insight by highlighting where activity and inventory are strongest.

People and organisation management

A strong real estate operation depends on clean relationship management. This module includes Property Owner Management so you can store owner records, connect them to properties, and maintain accurate information over time. Company Staff Management helps you structure internal users and assign responsibilities. For agencies and partner networks, Real Estate Agent Management offers Profile Management, Staff Management, Properties Management, and Review Management—ideal for tracking agent performance and maintaining consistency. The same depth is also available for Business Brokers Management, including profiles, staff access, property handling, and reviews, ensuring broker activity is traceable and measurable.

Property management with advanced tools

The heart of the module is Property Management, built to handle listings, units, and operational details without clutter. Advanced Filter lets you narrow results by type, status, location, and other key attributes. Map View provides a visual way to browse properties and support location-based decisions. Expense Management adds cost tracking so you can log and monitor property-related spending accurately. To keep listings detailed and structured, there are dedicated areas for Pool/Exterior Management, Interior Management, Room Management, and Owner Management, giving your records more depth and your marketing information more clarity.

Requests, approvals, and tenants

To keep your workflow controlled, Approval Management ensures listings or actions can be reviewed before going live. For enquiries, Buy Request Management and Rental Request Management organise all buyer and tenant interest in one place. Tenant Management helps you manage individuals, occupancy, and ongoing tenant-related activity—especially useful when paired with reporting on arrears and lease timelines.

Reporting that supports real decisions

The Reports suite is built for operational clarity. You can access Rent Paid Report, Vacant Rental Property Report, Unit Property Rental Report, Delinquent Tenants Report, and Leases Ending Report to manage rental performance and reduce risk. For sales, Vacant Sale Property Report and Unit Property Sold Report help you measure results and spot gaps in your sales inventory.

Settings, portals, and demos

Under Settings, you have General configuration, Plan and Plan Details for package control, Permission Management for role-based access, and business rules to support different user types. The Business Broker Portal includes its own dashboard plus Property Management, Property Owner Management, Buy Request Management, Invoice Management, and Contract Management—allowing brokers to work securely without accessing internal staff areas. The Client Portal adds Property Management, Advanced Filter, Map View, Rental Profile Management, and request handling for both buying and renting. For confidence before rollout, the module includes a Demo and Real Estate Management Demo so teams can review how everything works in practice.