Metadata: Your Real Estate Advantage
With a trusted Microsoft Dynamics 365 CRM-based real estate solution and a dedicated industry partner, automate workflows and embrace digital transformation.
Unify Real Estate Operations
Microsoft Dynamics 365 and Property-xRM CRM for Real Estate, unifies operations for home builders, developers, CRE companies, and retail owners. It helps streamline operations, leverage AI, and make data-driven decisions. The Power Platform enables easy integration with third-party systems and improves tenant management with dedicated portals and add-ons.
Residential Sales
Centralize operations from lead-to-deal management. Gain visibility into the sales pipeline, automate processes, and manage inventory, offers, and post-sale transactions. In addition, optimize customer interactions with advanced CRM tools and the Sales App.
Residential Leasing
Automate residential leasing processes with centralized tenant info and unit tracking, including renewals, extensions, payments, and maintenance requests. Also, enhance tenant relationships through extended tenant portals.
Commercial/ Retail Leasing
Accommodate complex lease terms for commercial or retail assets by automating processes. Inventory stacking plans, time-tracking capabilities, multi-year leases, and post-lease transactions enable streamlining of lease operations.
Facilities Management
Automate service requests from work order creation to resolution with extensive asset management. Manage maintenance, technician tasks, and inspections efficiently. As a result, ensure seamless scheduling and inventory control for uninterrupted operations.
Owner Association
Enhance resident experiences, manage committees, and automate billings from generation to invoicing. Streamline communication and integrate financials with ERP to boost productivity and efficiency.
Community Management
Simplify community charge management, reservations, and authorizations. Enable notifications, follow-ups, and maintenance scheduling for smooth billing adjustments, communications, and rule enforcement. As a result, boost overall community satisfaction.
