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Real estate

From the portal lead to the rent cheque.

Built for brokerages in the UAE: portal leads, listings, viewings, offers and commission splits in one pipeline, and, for the units you manage, leases, rent and owner statements on accounting that knows UAE VAT.

Book a demo See the plans

The real estate preset is on Pro and Business. Property management and accounting come with Business.

Illustration: a brokerage's deal board with Viewing, Offer and Won columns and their totals in AED.
Illustration: a won property deal with its accepted offer and the commission split between two agents.

The preset

What it sets up for you.

Applied when your workspace is created. Rename, reorder or add to any of it afterwards; nothing here is fixed in code.

Deal stages

  1. Inquiry
  2. Viewing
  3. Offer
  4. Negotiation
  5. Won
  6. Lost

Lead statuses

  1. New
  2. Contacted
  3. Qualified
  4. Viewing
  5. Negotiation
  6. Converted
  7. Lost

Lead sources

  • Bayut
  • Property Finder
  • Dubizzle
  • Website
  • Referral
  • Walk-in
  • Social Media

Contact types

  • Buyer
  • Seller
  • Tenant
  • Landlord
  • Investor
  • Developer
  • Vendor

  • Properties

    Listings with type, owner, area and permit number, and a status that follows the deal: a won deal sells or lets its property.

  • Viewings

    Booked against the lead and the property. A viewing moves the lead forward, so the board shows who has actually seen a unit.

  • Offers

    Offers with their conditions, linked to the property and the deal. When the deal is won, its offer is accepted.

  • Commissions and splits

    The commission on each deal as a percentage of the amount, split between the agents who worked it.

  • Property fields on leads and deals

    Leads carry what the client is looking for: buy, rent, sell or let, property type, bedrooms, budget range and preferred communities. Deals carry the property, sale or rental, and the offer.

  • Portal sources

    Bayut, Property Finder and Dubizzle are lead sources from day one, next to walk-ins and referrals, so the dashboard shows which portal pays.

Modules

The modules that go with it.

Property management · Business

Manage the units, collect the rent, report to the landlord.

For brokerages that also manage property: management agreements, leases and rent on the same records as your sales, on accounting with the UAE chart of accounts and 5% VAT.

Illustration: a lease with its rent schedule of four cheques, one paid, one bounced and two scheduled, and an owner statement total.
Illustration: a sales invoice with 5% UAE VAT, and the ledger entries it posts.
  • Management agreements The landlord, the units you manage and your fee.
  • Leases and rent schedules A lease generates its cheques. Overlapping leases on a unit are refused.
  • Rent invoices and payments Bounced cheques included; arrears and expiring leases are checked every hour.
  • Maintenance Requests on the unit and the lease, booked as vendor bills.
  • Owner statements Collected, spent and your fee, read from the ledger.
  • Client money kept apart Rent is the landlord's once received; your fee comes out of their share.

Illustrations; the names and numbers are made up.

Questions

Real estate: what people ask.

Does it pull leads from Bayut and Property Finder automatically?

Not yet. The portals are set up as lead sources, so every lead records where it came from and the dashboards report by portal, but leads are added in the CRM or brought in through the API. Direct portal connections are not offered yet.

Can we manage rentals for landlords?

Yes, with Business. A management agreement covers the landlord's unit; leases generate their rent schedules; rent invoices and payments are tracked, including bounced cheques; maintenance is booked as vendor bills; and the owner statement shows what was collected, what was spent and your fee.

We work in AED. Is that supported?

Yes. Each workspace has its own currency and time zone, so a Dubai brokerage works in AED on Asia/Dubai time. One currency per workspace: amounts in several currencies on the same deal are not supported yet.

See it with your own pipeline.

Book a demo and we will walk through Fibonacci CRM set up for your industry, or ask for early access and start on the Free plan.

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