01
Capture enquiry
Set up the appropriate master data and the business record that starts the process.
Services & Projects
Organize enquiries and business follow-up.
Use CRM, projects, customer records and accounting for suitable property-related service and administrative work.
XLINKONE BUSINESS OSReal Estate & Property Services
THE BUSINESS CHALLENGE
Understanding the work behind real estate & property services.
Property enquiries, site visits, discussions and invoices are often tracked in several disconnected records.
THE XLINKONE APPROACH
A connected way to manage the process.
Maintain general lead and task workflows in the ERP without assuming a specialized real estate property-management system.
Explore the Platform HOW THE WORK MOVES
A workflow that reflects your business.
Each stage has its own purpose. Keeping those stages organized makes it easier to follow what happened and what needs attention next.
02
Track follow-up tasks
Record the transaction or operational activity using the relevant XlinkONE workflow.
03
Record service billing
Review the result and the supporting stock, work or financial information.
A PRACTICAL BUSINESS SCENARIO
Real Estate & Property Services in everyday operations.
A property consultancy receives a buyer enquiry, assigns follow-up work and records its eligible service invoice.
Explore Business Solutions CONNECTED ERP CAPABILITIES
Relevant XlinkONE modules.
Explore the software capabilities that support this industry's transactions and operating processes.
CONFIGURATION & AVAILABILITY
Fit the software to the work.
Property listing portals, rent rolls, escrow and regulated brokerage workflows are not represented as built-in features.
QUESTIONS & ANSWERS
Planning XlinkONE for Real Estate & Property Services?
The right setup depends on your documents, quantities, reporting needs, company rules and employee responsibilities.
Which ERP modules are relevant?
Relevant modules include CRM & Lead Management, Projects & Tasks, Accounting & GST. The final selection should reflect how your business operates.
Can we adapt XlinkONE to our process?
XlinkONE provides the workflows described here. During setup, review the relevant masters, units, document flow, access permissions and reports before processing live transactions.
Are specialized industry features included?
Property listing portals, rent rolls, escrow and regulated brokerage workflows are not represented as built-in features.
XLINKONE BUSINESS OS
Create Your Workspace Bring your business processes together.
Start with the modules your team needs, then configure the platform around your operating requirements.