Included in: Enterprise
Accounting
Learn how Accounting fits into your Xfatora rollout.
Module
Real Estate CRM
Centralize listings, requests, and follow-ups—from inquiry to handover.
Manage property listings and requests with structured ownership, approvals, status tracking, and reporting. Keep teams aligned on what’s available, what’s pending, and what needs follow-up.
Key Benefits
Single workspace for owners, agents, listings, and requests
Clear status tracking for approvals and request processing
Consistent follow-up across buy and rent requests
Better visibility across portfolios and listing pipelines
Tenant and request records maintained with history
Reports that support operational control and management reviews
Screenshots
Real screens from the platform.
Features & Capabilities
Comprehensive feature set designed for operational excellence
Dashboard
Quick visibility into real estate operations and pipeline health.
Summary widgets and trends (where configured)
Visibility into active listings and requests
At-a-glance status distribution
Fast navigation to priority items
Property owners & stakeholders
Maintain owner records and relationships around listings and decisions.
Owner profiles and contact history
Ownership visibility per property/listing
Support multi-owner scenarios (where used)
Keep documentation attached to records (where used)
Agents & brokers
Organize agent records and keep accountability clear.
Agent and broker profiles (where used)
Assignment visibility per listing/request
Team visibility and access control (where configured)
Performance visibility through reporting (where used)
Listings & properties
Manage property listings with structured data and lifecycle statuses.
Listings list with filters and statuses
Listing details and media/documents (where used)
Approval flow for publishing (where configured)
Maintain traceability from listing to requests
Approvals
Control listing approvals to keep publishing consistent.
Approval queues (where used)
Decision history and notes
Reduce accidental publishing and rework
Clear ownership of approval steps
Buy & rent requests
Capture inquiries, track follow-ups, and maintain request history.
Buy requests and rent requests lists
Status tracking and ownership
Notes and attachments (where used)
Convert requests into confirmed outcomes (workflow-based)
Tenants
Maintain tenant records and history (where used).
Tenant profiles and linked listings
Status and history visibility
Support service follow-ups (where used)
Reports
Make performance visible for operations leaders.
Requests by status and period
Listings pipeline and approval status
Agent/broker activity summaries (where used)
Tenant summaries (where used)
Common Workflows
Step-by-step processes to achieve your business goals
Listing lifecycle
1
Create or update a property listing
2
Assign owner and responsible agent
3
Route through approval (where configured)
4
Publish and track listing status
5
Review performance and follow-ups in reports
Inquiry to request to outcome
1
Capture buy or rent request details
2
Assign ownership and set status
3
Record follow-up notes and attachments (where used)
4
Move the request through processing stages
5
Close with outcome and retain history for reporting
Common Use Cases
Real estate agencies managing listings and inquiries
Property portfolios tracking approvals and requests
Teams standardizing request intake and follow-up
Management visibility into pipeline health and throughput
Connected records across modules
CRM: connect customers to requests and follow-ups (where used)
Accounting: keep related documents aligned for financial review (where used)
Support Desk: manage service requests and issues (where used)
Built-in Reports & Analytics
Requests by status
Listings by status
Approval queue summary
Agent activity summary (where used)
Tenant summary (where used)
Available in These Plans
Choose the plan that fits your business needs
Enterprise Plan
Ready to get started with Real Estate CRM?
Join hundreds of businesses already using Xfatora to streamline their operations
User guide
How to use Real Estate CRM
Setup checklist, key workflows, reports, and troubleshooting.
Request a Demo
Tell us what you need and we will reply with a rollout plan and recommended modules.
Fields marked with are required.
Related content
Related Modules
Assets
Learn how Assets fits into your Xfatora rollout.
Assets
Centralize asset records, assignments, lifecycle status, maintenance history, and depreciation visibility.
Included in: Enterprise
Attendance & Leave
Shift, attendance, and leave approvals with clear policy controls.
Included in: Enterprise
core-accounting
Learn how core-accounting fits into your Xfatora rollout.
Included in: Enterprise
crm
Learn how crm fits into your Xfatora rollout.
Related Use Cases
Accelerate Order to Cash
Connect sales, fulfillment, invoicing, and collections to reduce revenue leakage and improve cash conversion.
order-to-cash
revenue-operations
cash-flow
Control Production Costs
Tie material usage, labor capture, and overhead allocation to each production order for reliable margins.
manufacturing-management
costing
inventory-warehousing
Improve Fleet Uptime
Schedule preventative maintenance and coordinate work orders to minimize vehicle downtime.
fleet-management
asset-management
maintenance
Improve Project Profitability
Track delivery effort, direct costs, and billing performance to protect project margins.
projects
timesheets
billing
Related Industries
ERP for Manufacturing
Manufacturing ERP guidance for production scheduling, material planning, quality control, and real-time shop floor visibility.
manufacturing
production
inventory
ERP for Distribution
Distribution ERP guidance for inventory turns, fulfillment performance, supplier coordination, and multi-warehouse control.
distribution
warehousing
fulfillment
ERP for Professional Services
Professional services ERP guidance for project staffing, utilization tracking, milestone billing, and profitability management.
professional-services
projects
billing
ERP for Healthcare
Healthcare ERP guidance for procurement governance, department budgeting, workforce planning, and regulatory readiness.
healthcare
compliance
operations
Related Guides
ERP Implementation Playbook
A practical, phased guide to planning, launching, and scaling ERP adoption across teams with measurable outcomes.
implementation
operations
change-management
Xfatora User Guide
Module-by-module setup checklists, workflows, reporting, and troubleshooting to help teams roll out Xfatora in phases.
ZATCA & E-Invoicing Compliance
Practical guidance for enabling Saudi ZATCA QR and electronic invoicing compliance workflows, plus global e-invoicing processing and operational controls.