Every property with a clear status, every prospect with a reply
We analyse how you list properties and handle prospects, and implement standard Odoo: properties on the website, prospects in the CRM, WhatsApp and accounting.
37questions, 10 minutes and your result at the end
Signs your company needs one
- Properties are published by hand on each portal
- Prospects arrive through several channels and are not recorded
- Photos and sheets for each property sit in loose folders
- Nobody knows which properties are reserved, sold or available
- Rental contracts and collections are tracked in spreadsheets
- Agents answer WhatsApp from their personal phones
The cost of staying as you are
Prospects who go cold
Without assignment or a response deadline, the prospect waits and ends up viewing another agency's property.
Ads that do not match
Different prices on each portal and ads for properties already sold generate wasted calls and mistrust.
History that leaves with the agent
Conversations on personal phones are lost when the agent changes company.
Real estate management analysis in four steps
We follow the prospect before the property: from the portal to the reservation, every step must end up on a record.
One prospect end to end
We follow a prospect from the portal to the viewing and reservation, and note every step that stays on the agent's phone.
Inventory and statuses
We review your property listings and agree statuses with their change rules, reservation deadlines and refunds.
Configuration in Odoo
We record each property as a product with its attributes and photos, and configure web publishing, the CRM with rule-based assignment and company WhatsApp.
Go-live with a guide per task
We load the inventory, give each agent a short guide per task and measure response time and conversion from the first week.
From assessment to real estate management implementation
We implement this type of system
We implement real estate management with standard Odoo: each property as a product with its attributes on the Website, prospects with their source and viewings in CRM, reservations and collections in Accounting, and company WhatsApp linked to the CRM. If your portfolio needs something the standard does not cover, it is assessed after testing the standard; if your case calls for another platform, we compare options against your requirements.
Sales and inventory assessment
Property statuses, assignment rules and response deadlines, written down and approved by you.
Odoo real estate implementation
Properties as Odoo products, web publishing, CRM, viewings, reservations and collections with accounting, using standard modules.
WhatsApp and portal integration
Company WhatsApp on the prospect record and portal publishing according to what each portal allows.
Real estate management: market options
We implement standard Odoo. The other platforms and portals are listed in no order of preference; publishing on each portal depends on what the portal allows.
Odoo Website, CRM and Accounting
In standard Odoo each property is a product with attributes (type, district, area, bedrooms) and photos that the Website publishes. CRM records prospects with their source and viewings, and Accounting receives reservations and collections. WhatsApp connects to the CRM so each conversation stays on the prospect's record.
Selection criteria
- Property statuses with reservation rules
- Publishing to website and portals from one listing
- Company WhatsApp linked to the prospect
- Collections and contracts connected to accounting
Other platforms on the market
- Salesforce Real Estate
- Yardi
- Wasi
- Tokko Broker
- Inmuebles24 and Urbania (listing portals)
Real estate management: connections with other systems
Customer relationship management
Prospects, viewings and reservations with their source and agent.
See the systemWebsite and content management system
Each property published on your website from its listing.
See the systemOmnichannel contact center
WhatsApp and calls in a shared company inbox.
See the systemAccounting and financial ERP
Reservations, instalments and rents with their receipt.
See the systemGeographic information system
Properties placed on the map with their surroundings.
See the systemElectronic signature and digital certificates
Contracts and reservations signed online.
See the systemReal estate management assessment: 37 questions, 10 minutes
This analysis reviews how your company tracks units, prospects, reservations, installment schedules and legal files. The questions describe situations you can observe at the sales office, in collections and in the legal area.
Scored dimensions
- Unit inventory. It looks at whether each property unit has a reliable status, a complete listing sheet and an ad that matches its actual situation.
- Prospect handling. It looks at how each prospect is recorded, assigned and followed from the first contact through a portal, WhatsApp or the sales office up to the viewing.
- Reservations and installment schedule. It looks at how the reservation deposit, down payment, direct installments and loan disbursement are tracked until the unit is fully paid.
- Project sales metrics. It looks at whether management sees response time, viewings, conversion to reservation and sales progress per project from system data.
- Legal file and due diligence. It looks at whether each property and each buyer has a file: land registry entry, owner authorization, know-your-customer record, sale agreement, unit subdivision and handover record.
- CRM use by agents. It looks at whether sales office and field agents record prospects, viewings and outcomes in the system, and how a newly hired agent learns.
What you receive
When you finish you get your level in six real estate management dimensions and the gaps sorted by dimension. Each gap comes with a first action your team can verify.
18 scored questions and 14 context questions (type of operation, size, current system). Context questions are not scored: they let us read the result against similar operations.
Free of charge. Only Diego Muñoz sees your answers.
Real estate management: frequently asked questions
It depends on each portal: some accept an integration or a feed file and others only manual upload. We check portal by portal before committing to scope.
Yes, from a company account connected to the CRM. The conversation stays on the prospect's record, not on the agent's phone.
We check it in the assessment. Monthly collections are handled in accounting, but a large portfolio of lease contracts may need a specialised system; we do not promise it before seeing your portfolio.
Not to start with. Each property is recorded as an Odoo product with its attributes and photos, and published from the standard website. If your portfolio needs statuses or fields the standard does not cover, an add-on is assessed after testing the standard.
Review one prospect's journey with Diego in 30 minutes
Bring last month's prospects by portal and how many reached a viewing. Diego shows you where they drop off and what to record in the CRM.
WhatsApp +51 919 488 260 · damunoz@dmunozgroup.com