Real Estate Management module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Real Estate Management Module is a comprehensive solution designed to streamline every aspect of the real estate lifecycle—from marketing and selling properties to managing rental portfolios, overseeing property maintenance, and ensuring client satisfaction. Built with an all-encompassing set of features, this module empowers agencies, brokers, and property owners to efficiently handle day-to-day tasks while maintaining a strategic overview of their business performance. Below is an outline of its key benefits, core capabilities, and powerful tools.

Module Features

1. Dashboard:Sale Income – For Sale – Sold – Selling, Property Status, Sale Request by Status, Sale Request by Property Type, Rental Income – For Lease – Rented – Available, Rental Request by Status, Rental Request by Property Type, Top City Properties.
2. Property Owner Management
3. Company Staff Management
4. Real Estate Agent Management:
   • Profile Management
   • Staff Management
   • Properties Management
   • Review Management
5. Business Brokers Management:
   • Profile Management
   • Staff Management
   • Properties Management
   • Review Management
6. Property:
   • Property Management
   • Advanced Filter
   • Map View
   • Expense Management
   • Pool/Exterior Management
   • Interior Management
   • Room Management
   • Owner Management
   • Business Broker Management
7. Approval Management
8. Buy Request Management
9. Rental Request Management
10. Tenant Management
11. Reports:
    • Rent Paid Report
    • Vacant Rental Property Report
    • Unit Property Rental Report
    • Delinquent Tenants Report
    • Leases Ending Report
    • Vacant Sale Property Report
    • Unit Property Sold Report
12. Settings:
    • General
    • Plan
    • Plan Details
    • Permission Management
13. Business Broker Portal:
    • Dashboard
    • Property Management
    • Property Owner Management
    • Buy Request Management
    • Invoice Management
    • Contract Management
14. Client Portal:
    • Property Management
    • Advanced Filter
    • Map View
    • Rental Profile Manageemnt
    • Buy Request Management
    • Rental Request Management

Demo

Real Estate Management Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2025-04-01 Initial version Version 1.0.1 / 2026-05-26 Added automatic address detection from latitude and longitude when creating new properties. Improved property management workflow and location handling. Fixed multiple file attachment issues in Properties. Fixed minor issues to improve stability and performance. Version 1.0.2 / 2026-07-26 Fixed minor issues.