Many leads
Source follow-up and interest get lost
Real Estate & Property Management
Run Real Estate & Property Management operations from first action to collection in one connected system.
Connect leads, units, reservations, contracts, instalments, and maintenance. We configure the system around the real workflow and agreed project scope.
CRMOPSDATABI
We understand how your sector operates
The Real Estate & Property Management cycle moves through lead, then qualification and viewing, then unit selection, then reservation, then contract, then instalment plan, then collection, then commission, then maintenance. The requirement is not simply to record the result, but to connect ownership, data, and exceptions between stages.
Operational challenges we recognise
Units
Availability price and reservation can disagree
Reservations
Units are held without duration or clear deposit
Contracts and instalments
Schedule changes and collection are scattered
Brokers
Commission lacks clear cause and due stage
Maintenance
Post-handover unit requests are detached
Collection
Delay does not become a task and follow-up
How ZEDIQ helps
Lost lead
CRM source stage activity and next action
Untrusted unit
Inventory and reservation rules within scope
Open reservation
Expiry deposit and approval
Detached instalment
Contract schedule receipts ageing and alerts
Unclear commission
Broker rule trigger and approval
Detached maintenance
Request linked to unit owner and SLA
Manual collection
Tasks promises and forecast
Operating workflow
Lead
Qualification and viewing
Unit selection
Reservation
Contract
Instalment plan
Collection
Commission
Maintenance
Relevant business solutions
ERP for Business Management
Run sales, inventory, purchasing, and billing from one connected system.
Explore solution ↗CRM & Sales Management
Keep opportunities and sales follow-up out of personal files and inboxes.
Explore solution ↗Inventory & Warehouse Management
Know what is available, reserved, and ready to reorder.
Explore solution ↗Workflow Automation & Approvals
Turn recurring requests and approvals into a clear, trackable flow.
Explore solution ↗Custom Business Systems & Integrations
Build what your business needs and connect the systems you already use.
Explore solution ↗ZEDIQ services for this sector
Process Assessment & Readiness
Understand what actually happens before selecting a system or change.
Explore service ↗Solution Design & Roadmap
Turn diagnosis into scope, data model, integrations, and a phased roadmap.
Explore service ↗Business Systems Implementation
Configure systems, access, workflows, and reporting around the agreed scope.
Explore service ↗Business Application Development
Build what standard systems do not cover when there is a clear operating need.
Explore service ↗System Integration & APIs
Connect systems with explicit rules for data, status, and errors.
Explore service ↗Data Assessment, Cleaning & Migration
Move essential data in a controlled, reviewable way instead of copying disorder into a new system.
Explore service ↗Managed Operations, Support & Improvement
Keep systems stable, adopted, supported, and ready to improve after go-live.
Explore service ↗What the platform can manage
Leads
Units within development scope
Reservations
Contracts
Instalments
Brokers
Maintenance
Management dashboards and reporting
Lead conversion
Available units
Overdue instalments
Commissions
Maintenance requests
Relevant integrations
Property portals when APIs exist
Payment gateways
Accounting
Document management
Customer portal
Messaging
How we implement
Discover current operations
Map processes and data
Configure system and access
Build agreed integrations
Migrate data
Test real scenarios
Train the team
Go live
Improve continuously
Experience since 2019
Experience building and operating business systems since 2019, starting with process understanding, clear solution boundaries, and real user testing.
Frequently asked questions
Can the system manage Leads?
Yes. We define the required data, access, and workflow and deliver it within the agreed project scope.
Can Units within development scope connect to the rest of operations?
The stages can share data and status without repeated entry after dependencies and exceptions are mapped.
Can it integrate with Property portals when APIs exist?
We first review available interfaces, data quality, and exception ownership, then define a feasible integration.
Can existing data be migrated?
Yes. We identify essential data, clean a sample, and test migration before launch rather than moving old files without review.
How does a Real Estate & Property Management implementation start?
It starts with discovery and current-process mapping, then a clear first phase followed by configuration, testing, training, and launch.
Have your Real Estate & Property Management operations outgrown the system running them?
Book a discovery session to review the current cycle and identify where operations, data, and automation can connect without promises beyond project scope.
Book a Discovery Session