Properties, clients and opportunities. In relation.

Organize single properties, main holdings and secondary units, even when multiple items are located in the same place. The catalog includes residential, commercial, industrial properties and land.

Record areas and calculations for rooms, bathrooms, kitchens, corridors, courtyards and parking. Add services, features and nearby connections, along with tags and safety-related certificates.

Track the status of each item: draft, available, booked, rented or for sale. Functions are configured based on role and the needs of the users.

Connect sales mandates and client acquisition to the agency's daily work. Matching identifies properties suitable for a client and, conversely, clients potentially interested in a property.

Create opportunities for each property with Odoo CRM and view the linked leads directly from the property record. Manage activities and client follow‑up, with automatic customer protection emails.

Collect photos, documents and floor plans in the property record. Generate PDF brochures with the property details and publish the items on the website.

Open the property location in Google Maps using the geographic coordinates. Use the integrated email marketing to communicate with contacts and organize content for the languages required by the project.

Manage property bookings for sale or leasing from the CRM. Assign an amount to the booking and handle the related refund when the process requires it.

Send the client an email notification when the property is booked and keep the property, commercial relationship and subsequent activities linked.

View the total number of properties and their distribution: available, sold, rented, for sale or for lease. Sales statistics show booked and sold properties and the amounts of sales invoices.

Rental statistics gather draft, active and expired contracts, total collected rents and reminders on invoice due dates.

The charts show type and status of properties, rental properties and a comparison between due and paid invoices, for both leases and sales.

Switch between kanban, list, record, pivot and activity views. Search and filter by property type, status and rental or sale destination; group by owner, country, state or main property.

Export data to Excel sheets and set up the environment for real estate consultants, agencies, trusts and promoters. The ticinoWEB team supports the use of the management system with its assistance.