Real Estate Rental Management Pro - Dolibarr

Real Estate Rental Management Pro transforms Dolibarr ERP/CRM into a complete, vertical property-management platform for real-estate rental agencies, property managers and landlords. It covers the entire rental lifecycle — from prospecting and viewings, through leases, rent receipts and security deposits, to running charges, inventories of fixtures, maintenance, insurance and owner settlements — without leaving Dolibarr or needing a third-party tool.

The module manages residential and commercial rentals, offices, industrial premises, student and tourism residences, co-ownership, multi-owner and multi-agency networks. It adds a premium executive dashboard, a real-estate CRM with a visual prospect pipeline, a full reporting hub with exports, and an automation engine, while deeply enriching native Dolibarr (third parties, products, quotes, orders, invoices, payments, banks, agenda, projects, GED).

Key figures

Item	Value
Business objects	19 fully-managed entities
Dashboard	Property Command Center — 5 zones, 15+ KPIs, alert tiles, 2 charts
CRM pipeline	Drag & drop prospect Kanban (prospect → visit → negotiation → signature → tenant)
Reporting	13 reports with CSV / Excel / PDF export and print
Automation	Rule engine with daily cron job
Languages	FR, EN, IT, DE, ES
Demo data	One-click install / remove of a full coherent dataset
Publisher	DoliResources — www.doliresources.com

The property is the heart of the module. Each property holds a complete data sheet and can contain several independent rental units (lots).

Properties

·       Property types: buildings, villas, apartments, offices, shops, warehouses, land and industrial premises.

·       Full data sheet: reference, name, type, full address, surface (m²), rooms, floors, year built, energy rating (DPE), GPS coordinates, market value and reference rent.

·       Links: owner (landlord) and managing agency are attached to each property; an optional native Dolibarr product can be linked.

·       State tracking: available, rented, partially rented or under maintenance.

·       Hub cockpit: the property card shows a KPI cockpit (state, reference rent, market value, surface) and linked records (units, leases, charges, maintenance, insurance) with one-click creation.

Rental units / lots

·       Multi-unit: a single property can contain several apartments, offices, shops, parking spaces, boxes or studios.

·       Per-unit data: type, floor, surface, rooms, monthly rent, monthly charges and required deposit.

·       Occupancy: each unit carries a live state (available / occupied / under maintenance), surfaced on the dedicated Occupancy board.

Agencies (multi-agency)

·       Manage one or several branches with address, manager, professional licence number and contact details.

·       Each property is attached to an agency, enabling multi-agency networks and consolidated reporting.

Owners (landlords)

·       Full file: individual or company, third-party link, address, contact, IBAN and management-fee percentage.

·       Revenue & settlements: the module computes owner statements (gross rent, charges, management fee, deductions, net amount) and tracks payouts (pending / paid).

Tenants

·       Full file: identity, ID-card number, birth date, contact, employer, monthly income, guarantor and entry date.

·       Lifecycle status: prospect, active or former tenant.

·       Native link: a tenant can be linked to a Dolibarr third party for invoicing and accounting.

Leases

·       Lease types: residential, commercial, professional, student and seasonal.

·       Terms: property, unit, tenant, owner, start/end dates, duration, monthly rent, charges, security deposit, payment day, indexation index (e.g. IRL) and revision rate.

·       Lifecycle: draft, active, expired and terminated, with automatic closing of expired leases and renewal alerts.

Reservations / rental requests

·       Capture incoming rental requests with desired property/unit, desired date, offered rent and source.

·       Reservation stages: request, visit, negotiation, validated, refused.

Inventories of fixtures (états des lieux)

·       Check-in / check-out: entry and exit inventories linked to the lease.

·       Captured data: inspection date, agent, water/electricity/gas meters, number of keys, overall condition and detailed damages — ready for an entry vs. exit comparison.

Rents & receipts

·       Rent generation: monthly rent records per lease with period (month/year), due date, rent amount, charges, taxes and total.

·       Payment tracking: paid amount, payment date and method, with states pending, partial, paid and late (unpaid / impayés).

·       Receipts & invoicing: rents connect to native Dolibarr invoices, quotes and payments.

Payments

·       Dedicated payment records linked to a rent, lease and tenant (amount, date, method, reference) for partial and full settlement tracking.

Security deposits

·       Lifecycle: received, blocked, returned or partially retained.

·       Tracking: amount, method, date received/returned, retained amount and reason.

Running charges

·       Charge types: water, electricity, building management (syndic), internet, taxes and other.

·       Recoverability & regularization: recoverable flag, provision and yearly regularization, with supplier link.

Owner settlements / payouts

·       Periodic statements per owner: gross rent, charges, management fee, other deductions and net amount, with payment status.

Maintenance & interventions

·       Intervention types: plumbing, electricity, HVAC, painting, locksmith and other.

·       Tracking: request/planned/done dates, priority, cost, provider and party billed (owner / tenant / agency).

·       States: requested, planned, in progress, done.

Insurance

·       Policies per property/lease: insurer, policy number, coverage type, premium, start/end dates, with expiry alerts on the dashboard.

·       Prospects: captured with budget range, desired type and town, source and assigned agent.

·       Visual pipeline: a drag & drop Kanban moves prospects across stages — prospect, visit, negotiation, signature, tenant — saved instantly via AJAX.

·       Visits: schedule and log viewings with property/unit, agent, interest flag and feedback.

·       Documents: centralise leases, inventories, insurance and diagnostic documents with type, dates and expiry.

A premium executive dashboard designed with a real-estate visual identity (blue #2563EB, investment green #10B981, premium gold #D4AF37, building grey), organised in dedicated zones:

·       Portfolio: alert tiles for total properties, total units, occupied, available and units under maintenance.

·       Rental activity: occupancy rate, vacancy rate, active leases, expiring leases and active tenants.

·       Sales pipeline: a populated mini-Kanban with prospect cards per stage.

·       Finance: rent billed and collected this month, unpaid amount, deposits held and pending owner payouts.

·       Technical & insurance: open maintenance, insurances expiring soon, portfolio value, average yield and annual revenue.

·       Charts: monthly rent revenue (12 months) and property distribution by type.

A dedicated Reporting menu provides 13 decision-support reports, each exportable to CSV, Excel and PDF, and printable:

·       Rent billing & collection (12 months)

·       Unpaid balance (impayés)

·       Occupancy rate and rental vacancy

·       Owner settlements / revenues

·       Lease schedule

·       Portfolio valuation and yield per property

·       Maintenance costs and charges by type

·       Deposits, tenants by status and prospect pipeline

An IF/THEN rule engine, executed on demand and by a daily cron job (RemRunAutomations), applies safe built-in actions and surfaces operational alerts:

·       Mark overdue rents as unpaid; close expired leases.

·       Lease-end, insurance-expiry and inventory-due reminders.

·       Rent reminders and follow-ups via Email / SMS / WhatsApp notification hooks.

·       Native objects: third parties, contacts, products/services, users and GED are reused; quotes, orders, invoices and payments can be created and linked from leases and rents.

·       Linked records: every hub card exposes a “Linked records” panel with one-click, pre-filled creation of related objects.

·       Granular rights: permissions by functional area (portfolio, tenants, leases, finance, technical, automation, reporting) with read/write/delete.

·       Demo data: the configuration page installs or removes a full coherent demonstration dataset in one click, traced by a dedicated import key.

·       Settings: default currency, default management fee and default deposit (in months of rent).

·       Multi-entity / SaaS: every table carries an entity column for multi-company and SaaS hosting.

 

© 2026 DoliResources — Real Estate Rental Management Pro v1.1 — https://www.doliresources.com