Residential Developers
From project launch to handover: sales, inventory and broker management unified in one system.
Enterprise CRM for Real Estate
For over two decades, we have implemented enterprise CRM exclusively for real estate developers and property operators, on Microsoft Dynamics 365 and Salesforce. Deep domain expertise, purpose-built products, and a track record that speaks for itself.
20+Years in real estate
12+Countries
100+Implementations
Live on the platform
2,000+
Active users across developers and operators
150M+
Sq ft of real estate managed
Microsoft Solutions Partner
Microsoft CRM Industry Partner Award
Salesforce Partner
TECOM Pearl AwardBest Customer Service
The Real Estate CRM Gap
Your Teams run the Business But do they share the same Data?
Every team sees a different version of the portfolio
Sales, leasing and inventory live in separate systems, pieced together from spreadsheets.
One live view of every project
Sales, leasing and inventory share one dataset, so leadership sees every unit and deal.
Broker deals tracked on spreadsheets
Attribution disputes and delayed commissions cost you revenue and broker trust.
Every broker deal on record
Registration, attribution and commissions run in one workflow with a full audit trail.
The customer relationship resets at handover
Sales, lease and owner records sit apart, so service teams start from zero after handover.
One customer record for life
The sale carries into the lease and service requests, so every team knows the history.
Decisions wait for month-end reports
By the time reports reach leadership, the numbers have already changed.
Live dashboards, not month-end reports
Inventory, broker and revenue data update as deals move, so decisions happen in real time.
AI tools sitting on scattered data
With data spread across disconnected systems, AI gives partial answers and automations stall.
AI that works on one clean dataset
With all data in one place, AI assistants, lead scoring and automation work across the business.
BeforeWith Metadata’s Purpose-Built Real Estate Solutions
SalesEnquiries, units
LeasingLeases, renewals
BrokersDeals, commissions
FacilitiesService requests
Owner associationsOwners, tenants
ReportingLeadership dashboard
AI & AutomationPartial answersFed by one dataset
That gap is not a technology problem. It is a domain problem. And it is exactly what Metadata was built to solve.
See how we solve it
Who We Serve
Built for Every Real Estate Business
Commercial & Mixed-Use
Leasing pipelines, tenant management and mixed-use portfolio operations, managed without spreadsheets.
Retail Mall Operators
Tenant onboarding, lease renewals and category mix managed from a single CRM layer across your portfolio.
Property Management
Post-handover operations, Facilities Management, service requests and owner communication, all on one connected platform.
Why Metadata
20+ Years Doing One Thing Exceptionally Well
We have never pivoted away from real estate. Every release, implementation and hire has served one industry. That is not a constraint. It is a compounding advantage.
Specialists, Not Generalists
Every year of our existence has been dedicated to real estate. That depth cannot be replicated by a partner who entered the industry last year.
ISV Products, Not Configurations
Property-xRM and PropertyFlex are built products. You deploy 20 years of domain logic, not a blank canvas.
Dual-Platform Capability
Microsoft or Salesforce, you choose. Very few ISVs offer enterprise real estate CRM on both with equal depth.
Proven at Enterprise Scale
Developers managing tens of thousands of units across fully integrated enterprise stacks, on a single CRM layer.
Certified on Both Platforms
Microsoft Solutions Partner and Salesforce Partner, across Dynamics 365, Power Platform, Copilot and Salesforce.
Built for Enterprise Complexity
Hundreds of units, complex broker networks and integrated stacks, from multi-project developers to large operators.
Our Solutions
How We Deliver That Expertise to Your Business
Our real estate domain logic is built into two products: one on Microsoft Dynamics 365, one on Salesforce. You choose the platform. The real estate expertise comes with it.
Property-xRM
Award-winning real estate CRM for the Microsoft enterprise.
Our most complete real estate CRM, built on Microsoft Dynamics 365 Customer Engagement. It brings 20 years of real estate experience out of the box, covering the full property lifecycle. From enquiry and launch to SPAs, leasing, handover and property management, it is ready to use, so you don’t have to build it from scratch. As an added advantage, it runs in the same Microsoft ecosystem as the rest of your business, becoming your real estate data backbone, connected to Teams, Power Automate, Copilot, Power BI and your other Microsoft apps. View on Microsoft Marketplace
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What it covers
- Sales & Enquiry Management
- Unit Inventory, Launches & Reservations
- Payment Plans, SPA Generation & Digital Signatures
- Residential, Commercial & Retail Leasing
- Channel Partner & Broker Management
- Facilities & Property Management
- Microsoft Copilot & AI Integration
- Power BI Reporting & Dashboards
PropertyFlex
Making Salesforce speak real estate fluently.
Salesforce brings the world’s most advanced CRM and AI to your business. PropertyFlex adds what it doesn’t have out of the box: a real estate layer built from 20 years of working only in this industry. Units, payment plans, bookings and lease renewals work natively inside Salesforce, so you don’t have to build them from scratch. Sales and leasing run on one connected record, from the first enquiry to the signed agreement and every renewal after, with automation, mobility and analytics built in. Your teams get Salesforce’s full power, already fluent in real estate.
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What it covers
- Lead-to-Deal Sales Management, with Offers, Payment Plans & RA/SPA Signing
- Real-Time Unit Inventory & Availability
- Leasing, from Enquiry and Offer through Contract and Case Management
- Renewals, Extensions, Terminations & Final Settlement
- AI Agents for Enquiry Qualification & Unit Matching
- AI Document Processing & Digital Signatures
- One-Click Payment Links with Automatic Receipts
- Customer, Tenant & Broker Portals, plus a Move-In & Move-Out Mobile App
AI & Automation
AI That Works Because Your Data Is Clean
Microsoft and Salesforce have invested billions in AI and automation. But AI is only as useful as the data underneath it. Our products give that AI a complete, connected real estate dataset. So whichever AI you use, whether Copilot, Agentforce, Claude or OpenAI, it works with your full business context and understands real estate from day one. Not a bolt-on. Built in.
Summarise deal histories, draft follow-ups and surface pipeline insights without leaving your CRM.
Microsoft CopilotAgentforcePrioritise enquiries on behavioural signals and conversion history, and match buyers and tenants to live inventory.
Inventory movement, broker performance and revenue pipeline, configured for real estate metrics, not generic KPIs.
Power BISalesforce ReportsPayment reminders, booking workflows, renewal alerts and escalation triggers, automated so teams focus on decisions.
Your Real Estate AI AssistantLive data
Summarise the deal history for Unit A-1204 in Tower A.
Unit A-1204, 2-bed, Tower A
Reserved12 Aug, M. Rahman via Harbour Realty
SPA signed20 Aug, digital signature
Payment plan2 of 6 instalments paid
Next due15 Oct, AED 185,000
Draft reminder emailPrepare handover checklist
Which enquiries should we call first, and which units fit them?
Top enquiries today, each matched to live inventory:
R. HaddadA-1507, 2-bed sea view92
A. RahmanB-0903, 3-bed corner88
S. MehtaA-0611, 1-bed71
L. CarterRetail unit G-0464
Scored on enquiry behaviour and past conversions
How is Tower A selling this month?
Strong month: 14 new reservations, with brokers bringing 61% of them.
Sold128
Reserved27
Available25
SoldReservedAvailableFloors 12 to 15
What did automation handle overnight?
Handled automatically, nothing needs your approval:
18 instalment reminders sent to buyers
6 booking confirmations issued with receipts
4 lease renewal alerts raised, 90 days out
2 service requests escalated for SLA
Payment, booking, renewal and SLA workflows
See every AI feature working on real estate data.Request a walkthrough and our team will show you how it fits your business.
Request an AI Walkthrough
Track Record
Real Results, Real Scale
10+
Years average client tenure
2
Powerful products, built on the world’s best platforms
15+
Client success stories across the globe
70+
Dedicated professionals working only on real estate
Two Decades of Pioneering Real Estate Technology
“Metadata bridges the gap between what a CRM typically does and what an ERP is built for. It’s a genuinely unique product in that respect. It gives us real-time visibility into revenue, receivables, payables, and cash flow, so we’re not just running the business, we’re planning it.”
“With better tracking and scheduling, we have seen a 22% improvement in preventive maintenance effectiveness, in other words, 22% more maintenance tasks are being completed on schedule. As a result, reactive maintenance cases (unplanned repairs) have dropped by 48% within just six months, minimizing disruptions and reducing emergency repair costs.”
“Investing in the right Real Estate Solution and partnership is critical. With their expertise and leading Real Estate references, we made the right decision in selecting Metadata.”
“What delighted us most was the level of automation Property-xRM brought to our day-to-day operations. With real-time information and boosted efficiency, the results were there for us to see across every market.”
“Property-xRM has given our sales teams a much clearer view of registrations, reservations, and customer activity. Having these processes connected in one platform makes it easier to manage the sales journey at scale.”
“Property-xRM transformed our leasing operations. Managers now have complete visibility and are one click away from all transactions and lease data to take decisions. There is no more going around to find information.”
FAQs
Frequently Asked Questions
What is Metadata Technologies?
Metadata Technologies is a global real estate technology company that builds and implements enterprise CRM for real estate developers, landlords, mall operators and facilities management companies. For more than 20 years it has worked only in real estate, delivering 100+ implementations with 2,000+ active users and 150M+ sq ft of real estate managed on its platforms.
It builds two products:
- Property-xRM: a complete real estate CRM built on Microsoft Dynamics 365.
- PropertyFlex: a real estate CRM built on Salesforce.
Both cover sales, leasing and facilities management. Metadata Technologies is a Microsoft Solutions Partner and a Salesforce Partner, and works with clients worldwide through its own teams and regional partners.
What is the best CRM for real estate companies?
The best fit is a CRM built for real estate rather than a general sales tool. A generic CRM tracks contacts and deals, but real estate teams work with projects, towers, units, leases and service requests. Each part of the business needs its own features from day one:
- Developers need unit inventory, payment plans, broker commissions and handovers.
- Landlords and mall operators need leasing, renewals and tenant management.
- Facilities management teams need service requests, maintenance schedules and SLAs.
Metadata Technologies builds two such products: Property-xRM, built on Microsoft Dynamics 365, and PropertyFlex, built on Salesforce. Both cover sales, leasing and facilities management in one system.
Should we use Dynamics 365 or Salesforce for real estate?
Both are leading enterprise CRM platforms, so the right choice usually depends on what your company already uses:
- Choose Dynamics 365 (Property-xRM) if you run Microsoft 365, Teams, Azure, Power BI or Dynamics 365 Finance. Users work in familiar tools, and data flows easily across the Microsoft stack.
- Choose Salesforce (PropertyFlex) if your sales or marketing teams already use Salesforce, or you want Agentforce and the AppExchange ecosystem.
Also weigh licence costs, your IT team's skills and your ERP. The real estate functionality is the same on both, so the platform decision does not limit what your teams can do.
What does the CRM cover for sales, leasing and facilities management?
- Sales: lead capture from every channel, live unit inventory, reservations and bookings, payment plans with automated reminders, broker registration and commissions, and handover.
- Leasing: residential and retail leasing pipelines, tenant onboarding, lease contracts, renewals, rent collection and mall category mix.
- Facilities management: service requests from tenants and owners, preventive maintenance, SLAs, owner associations and resident portals.
- Reporting: live dashboards for inventory, sales pipeline, collections and broker performance.
Because everything sits in one system, a buyer who becomes a tenant or owner keeps a single record from first enquiry to after-sales service.
Should we build our own real estate CRM or buy a ready-made one?
A custom build on Dynamics 365 or Salesforce means writing specifications, then development, testing and training. That often takes many months, and every platform upgrade can break custom code you must maintain.
A ready-made real estate product starts with processes already tested at other developers and operators. You configure it to your way of working rather than building from scratch, go live sooner, and receive new features through regular upgrades. Most companies still tailor fields, approvals and reports, so buying does not mean losing flexibility.
How long does implementation take?
Most clients go live in about 2 months, because the real estate processes are already built. A typical project runs in five steps:
- Scoping workshop: map your projects, teams and approvals.
- Configuration: set up units, payment plans, workflows and roles.
- Data migration: move leads, customers, inventory and contracts from your current systems.
- Integration: connect ERP, website and other systems.
- Training and go-live: user testing, training, then launch with support.
Large groups with several companies or countries often go live in phases, for example sales first, then leasing.
Does it integrate with our ERP, website and other systems?
Yes. A real estate CRM works best at the centre of your systems, so teams stop re-entering data. Common integrations include:
- ERP and finance: such as Dynamics 365 Finance & Operations, SAP or Oracle, so bookings, invoices and receipts stay in step.
- Websites and lead sources: enquiries from your website, campaigns, property portals and call centre arrive automatically.
- Payments, KYC and e-signature: online reservations, identity checks and digital contracts.
- Government systems: regulatory and identity platforms used in your market.
For example, a UAE developer runs a 100% digital buyer journey with 13 systems integrated in real time on Salesforce, including ERP, UAE Pass, KYC, payments, e-signature and call centre. Read more in our guide to real estate CRM integration.
Does it work with AI?
Yes, with any AI your company chooses: Microsoft Copilot, Salesforce Agentforce, Claude, ChatGPT or others. AI is only as useful as the data underneath it. Because sales, leasing and service data sit in one clean system, AI sees the full picture of each unit, customer and deal. Teams use AI to:
- Summarise a unit's or customer's full history in seconds.
- Score leads on behaviour and past conversions.
- Match buyers and tenants to available units.
- Draft follow-ups and automate payment reminders.
Which companies use Metadata's CRM?
Real estate developers, mixed-use groups, mall operators and facilities companies around the world, with 2,000+ active users on our platforms. Some examples:
- A global developer scaled from 2,000 to 50,000 units on one CRM.
- A mixed-use developer unified six business lines on Dynamics 365.
- A UAE developer sold 1,200 units on Salesforce with PropertyFlex.
- Al Thuriah, a facilities operator, improved maintenance on Dynamics 365.
Read the full customer stories.
Do you work with customers in my country?
Yes. Metadata Technologies works with real estate companies globally. Our own teams lead product delivery and support, and we work with regional Microsoft and Salesforce partners around the world. When a customer enters a new market, they get a local team that knows its regulations and business practices, backed by our product team.
Metadata Technologies is a Microsoft Solutions Partner and a Salesforce Partner, certified across Dynamics 365, Power Platform, Copilot and Salesforce, and a winner of the Microsoft CRM Industry Partner Award. After go-live, a dedicated support team handles user queries, upgrades and enhancements.
How do we get started?
Book a demo. In the first call we will:
- Understand your projects, teams and current systems.
- Show the product working on real estate data similar to yours.
- Share a project plan with scope and timeline.
Get Started
Evaluating CRM for Your Real Estate Business?
Whether you're starting fresh or replacing a system that didn't deliver, we've navigated both. 100+ implementations across 12+ countries. Let's talk about what that means for your project.
