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Real Estate Operations, Connected — RealestateFlow

Manage property listings, customer inquiries, sales follow-ups, bookings, and payments from one connected real estate platform.

RealestateFlow brings your public property website, internal operations, and customer account experience together—helping your team move from a visitor's first inquiry to a tracked booking and payment

Property ManagementLead ManagementBookingsPaymentsCustomer PortalReporting
PLATFORM OVERVIEW

One platform for your real estate workflow.

RealestateFlow coordinates property marketing and sales operations in one place, for the public, your staff and your customers.

Visitors

Discover properties and send inquiries straight from a listing.

Staff

Qualify and follow up with leads, manage bookings and record payments.

Customers

Sign in to view their own account information.

The platform is modular. The exact features available depend on the modules selected and configured for your business.

MODULES

Explore the modules.

Eleven connected modules covering listings, leads, bookings, payments and reporting. Select one to see what it covers.

Website & discovery

Showcase your listings and help visitors find properties that match their needs.

  • Published listings and property detail pages
  • Filter by sale or rent, type, location, price, bedrooms and bathrooms
  • Photos, descriptions, amenities and map locations
  • Statuses such as available, reserved, under offer, sold or rented
  • Inquiry form on every property page
  • Quick view, comparison and favourites
  • Displayed currency with exchange-rate settings
  • Homepage sections and search-engine metadata

Property management

Keep listing information organized for the public website and your internal team.

  • Records for purpose, type, category, location, price and status
  • Images, media, documents, amenities and features
  • Room configurations and area details
  • Publish or unpublish as inventory changes
  • History of property price changes
  • Managed types, categories, locations and lookup values

Projects & developments

Present development projects separately from individual property listings.

  • Project profiles for residential towers or communities
  • Galleries, facilities, descriptions and categories
  • Upcoming, ongoing and completed lifecycle statuses
  • Shown on the public website when the module is enabled

Inquiries & leads

Give your sales team a clear process for prospective buyers and renters.

  • Inquiries from property pages and other enabled forms
  • Convert an inquiry into a lead
  • Configurable pipeline with open, won and lost stages
  • Contact details, property interest, budget, source, priority and assignee
  • Timeline for calls, emails, meetings, viewings and notes
  • Follow-up tasks, outcomes and pipeline reports
  • Inquiry matching rules to reduce duplicate handling

Bookings & customers

Track a property deal after a customer is ready to proceed.

  • Create and manage customer records
  • Reserve a property and record agreed contract details
  • Payment type and down payment information
  • Attach booking documents
  • Timeline of booking activity and status changes
  • Link a customer's website login to their record

Payments & installments

Record and track money received against a booking.

  • Offline payments such as cash or bank transfer
  • Payment links for online checkout through a configured gateway
  • Payment status, history and refunds
  • Installment schedules where the payment type allows
  • Due dates and late-fee rules
  • Payment activity and collections reports
  • Transaction amounts stored with exchange-rate details

Online payment processing depends on the selected provider, the client's merchant account and credentials, regional availability, and successful configuration and testing.

Invoices & receipts

Organize key documents for billing and received payments.

  • Invoices with line items, due dates and templates
  • VAT settings where enabled
  • Recurring invoices where applicable
  • Numbered receipts, issued automatically or manually
  • Printable invoice and receipt documents
  • Invoice balances alongside payment activity

Customer dashboard

A private place for signed-in customers to review their account information.

  • Own bookings and customer-visible documents
  • Payment history and installment schedules
  • Invoices and receipts
  • Submitted inquiries and account notifications
  • Saved properties and profile management
  • Referral information when the referral module is enabled

Customer access is limited to the customer's own records and the information made available to customers.

Content management

Manage common public-facing content through the administration tools.

  • Website pages and navigation menus
  • Blog posts with categories and tags
  • Frequently asked questions and testimonials
  • Public project information
  • Service and team pages when those modules are selected

Administration & access

Give staff access to the tools they need for their responsibilities.

  • Staff accounts, roles and permissions
  • Separate administrative, agent and customer areas
  • Control visibility of optional modules
  • General settings, currencies and operational rules
  • Notifications and email templates where enabled

Reports

Review key operational and financial information based on the enabled modules.

  • Collections, refunds and payment activity
  • Booking revenue and outstanding balances
  • Invoice aging when invoice data is available
  • VAT information when configured
  • Agent commission reports with agent management
  • Property-based statements from bookings, payments, refunds and commissions

Reports summarize the platform's recorded data. Financial reporting is not a replacement for a full accounting or bookkeeping system.

CONNECTED WORKFLOW

How RealestateFlow connects the process.

Each stage uses connected platform records, helping your team keep relevant information together as a prospective customer moves through the sales process.

  1. Property published
  2. Visitor discovers listing
  3. Inquiry received
  4. Lead assigned and followed up
  5. Booking recorded
  6. Payment tracked
  7. Customer checks their account
OPTIONAL MODULES

Add more when your workflow needs it.

Enable additional capabilities when they match your business. Module dependencies and final availability are confirmed during setup.

Agent Management

Agent profiles, assignments, commission tracking and performance reports.

Agent Portal

A separate workspace for agents to handle assigned leads, follow-ups, inquiries, viewings, listings, deals and commissions.

Property Owners / Landlords

Owner profiles, linked properties, agreement documents, protected payout details and owner statements.

Reviews and Ratings

Customer reviews and staff moderation tools.

Referral Commission

Referral links, commission tracking, approval, payout management and a customer referral area.

Expenses

Expense categories, approval workflow and recurring expense schedules.

Support Tickets

Customer, agent and public support requests with threaded replies and attachments.

Services and Team

Public service offerings and company or staff profiles.

Additional administration tools

Activity logs, editable email templates, redirects and system health diagnostics.

WHO IT'S FOR

Built for different real estate teams.

RealestateFlow can be configured for teams that need to:

Manage property inventory and public listings.

Handle buyer or renter inquiries in a structured sales pipeline.

Record property reservations, deal documents and payment progress.

Give customers online access to their own booking and payment information.

Add agent workflows, referral programs or support operations when required.

Frequently asked questions.

Helpful answers about RealestateFlow, modules, payments and access.

Can we choose which modules to use?
Yes. RealestateFlow is modular. The selected features, module dependencies, and configuration are confirmed for each implementation
Can customers pay online?
Online payment links can be used with a configured gateway. Availability depends on the provider, merchant account, region, credentials, and testing.
Can agents have their own login area?
Yes, when Agent Management and the Agent Portal are included and configured.
Can customers see their bookings and invoices?
Signed-in customers can access supported information associated with their own account, including bookings, payments, invoices, and receipts when the relevant modules are enabled
Does RealestateFlow replace accounting software?
No. It includes operational and financial reports based on platform data, but it is not presented as a complete accounting system.
Ready to get started?

Ready to see RealestateFlow in action?

Tell us about your real estate workflow. Our team can help identify the modules that fit your business and arrange a product walkthrough.

Talk to Our Team