1. Presentation

Advanced Real Estate Management transforms Dolibarr into a complete ERP/CRM platform for real-estate agencies, covering sales, rental and property management in a single integrated interface. An agency can run its entire commercial, rental, administrative, financial and documentary activity without any external software.

The module manages properties, sale and rental mandates, owners, buyers, tenants, viewings, purchase offers, transactions, leases, rents, charges, deposits, commissions, agents, claims, maintenance, insurance and documents - while enriching the native Dolibarr modules (third parties, contacts, quotes, orders, invoices, payments, bank, accounting, agenda, projects and GED).

2. Architecture

The module is built on a generic, key-driven object engine and follows Dolibarr coding standards (CommonObject, DolibarrModules descriptor, hooks, multi-entity support). It ships 25 business objects, each with a list view, a card view, SQL schema with self-healing migrations, and 5-language files.

Business objects

·       Sales: mandates, buyers/prospects, purchase offers, transactions, commissions, agents

·       Rental: leases, rents, payments, deposits, charges, owner settlements, reservations, inventories (check-in/out)

·       Portfolio: properties, rental units, agencies, owners, tenants

·       CRM & operations: visits, claims, maintenance, insurance, documents, automation rules

Technical characteristics

·       PHP 8+, MySQL/MariaDB, responsive UI, optimised SQL, Dolibarr hooks

·       Multi-entity and multi-company ready, compatible with Dolibarr v16 to v23+

·       One-click demonstration dataset generator and secure purge

·       Daily automation engine (cron) for alerts and operational reminders

3. Functionalities

3.1  Command Center Dashboard

·       Real-time overview of the whole agency: sales, rental and management.

·       Portfolio zone: number of properties, units, occupied/available/maintenance units.

·       Sales activity zone: active mandates, properties for sale, open offers, completed transactions, sales revenue, commissions generated, open claims.

·       Rental activity zone: occupancy and vacancy rates, active leases and tenants.

·       Commercial pipeline mini-Kanban and revenue / property-type charts.

3.2  Property Portfolio

·       Centralised portfolio: apartment, villa, house, studio, duplex, land, office, shop, warehouse, building, industrial.

·       Full data sheet: reference, type, address, surface, rooms, floors, year, market value, reference rent, GPS, energy rating.

·       State tracking (rented, available, partial, maintenance) and linked owner.

·       Column selector and search filters; link to Dolibarr product, project and GED.

3.3  Mandates

·       Mandate types: exclusive, simple, semi-exclusive and search.

·       Purpose (sale or rental), property, owner and agency.

·       Start/end dates, target price, commission rate and amount, responsible agent.

·       Automatic alerts before mandate expiry.

3.4  Owners

·       Complete file: personal details, contacts and bank details (IBAN).

·       Associated properties, transaction history and management-fee rate.

·       Owner settlements (payouts), linked Dolibarr third party, documents and payments.

3.5  Buyers & Prospects

·       Search criteria, minimum/maximum budget, desired type and town.

·       Contact source and stage in the commercial pipeline.

·       History of viewings and purchase offers; assigned agent.

3.6  Tenants

·       Tenant file: identity, employer and income, guarantor and move-in date.

·       Active leases and rent history, security deposits, claims and payments.

·       Attached documents and linked Dolibarr third party.

3.7  Transactions

·       Types: sale, purchase, rental and renewal.

·       Automatic computation of sale price, agency fees, taxes and commission.

·       Preliminary and deed dates, notary and agent; link to mandate and offer.

·       Optional generation of a native Dolibarr invoice.

3.8  Purchase Offers

·       Offer recording: property, buyer, amount and date.

·       Full workflow: submitted, counter-offer, accepted, refused, withdrawn.

·       Counter-offer amount, financing type and validity date.

·       Accepted offers convert into transactions.

3.9  Leases

·       Types: residential, commercial, professional, student, seasonal.

·       Start/end dates, duration, rent, charges and deposit.

·       Indexation (IRL), annual revision rate and payment day.

·       State tracking and renewal alerts; automatic rent generation.

3.10  Rents

·       Automatic generation per period with a payment schedule.

·       Rent, charges, total and paid amount.

·       Statuses: to pay, paid, partially paid, overdue; unpaid follow-up and reminders.

3.11  Commissions

·       Automatic computation of sale, rental and management commissions.

·       Breakdown by agent, manager and agency.

·       Base amount, rate and amount; status pending / validated / paid.

3.12  Claims

·       Workflow: open, analysis, processing, validation, closed.

·       Subject, type and priority; link to property, unit, tenant and lease.

·       Open/close dates, agent in charge and documented resolution.

3.13  Real-Estate CRM Pipeline

·       Visual prospect pipeline organised by commercial stage.

·       Drag & drop a card to move a prospect forward (AJAX stage move).

·       Prospect card: name, desired type/town, maximum budget.

·       Synthetic view of the conversion funnel.

3.14  Reporting

·       Reports on properties, mandates, transactions, viewings, rents, charges, commissions, agents, clients, profitability and forecasts.

·       CSV, Excel and PDF exports plus printing.

·       Filters by period, agency and agent.

3.15  Configuration & Demo Data

·       Complete setup page: general, numbering, commissions, rents, charges, workflow, notifications.

·       One-click buttons to create and to remove the demonstration dataset.

·       Per-profile permission management and 5-language support.

4. Workflows

Sales workflow

prospect -> viewing -> purchase offer -> negotiation -> mandate -> transaction -> commission -> invoicing -> analysis

Rental workflow

property -> management mandate -> lease -> inventory of fixtures -> rents -> charges -> claims -> owner settlement

Claim workflow

open -> analysis -> processing -> validation -> closed

5. Permissions & Profiles

Administrator / Agency Director - Full access: module configuration, demo data, commission and permission settings, supervision of all activity.

Sales Manager - Commercial steering: mandates, offers, transactions, commissions, agents and sales performance reporting.

Real-Estate Agent - Follow-up of assigned properties, prospects, viewings, offers and transactions with revenue targets and commissions.

Rental Manager - Management of leases, rents, charges, deposits, inventories, claims and owner settlements.

Accountant - Financial follow-up: collected rents, unpaid amounts, commissions, fees, invoicing and Dolibarr accounting links.

Assistant / Reader - Read-only consultation of files, viewings agenda and documents according to granted permissions.

6. Dolibarr Integrations

·       Third parties & contacts: owners, tenants and buyers linked to native societe records.

·       Products & services: agency services (fees, inventories, diagnostics) as Dolibarr products.

·       Quotes, orders & invoices: generated from transactions and rents.

·       Payments & bank: rent and commission settlement follow-up.

·       Accounting: turnover, fees and commissions feed native accounting.

·       Agenda & projects: viewings, inspections and operations scheduling.

·       GED (documents): mandates, leases, deeds, diagnostics and identity documents.

·       Users & CRM: agents mapped to Dolibarr users; prospect pipeline and campaigns.

7. Administrator Guide

·       Copy the advancedrealestate folder into htdocs/custom/ and enable the module from Home > Setup > Modules.

·       From the configuration page, generate the demonstration dataset to explore all features, or purge it to start empty.

·       Assign the role-oriented permissions (patrimony, tenants, leases, finance, sales, commissions, claims, technical, automation, reporting) to each user group.

·       Configure numbering, commission rates and notification options.

·       The daily automation engine (cron) handles overdue rents, expiring leases/mandates/insurance and reminders.

·       The module is available in French, English, Italian, German and Spanish.

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