Executive Summary
A leading real estate organization required a digital platform to manage its complex property lifecycle—from unit creation to sales tracking. By implementing Odoo 18, the company automated unit generation, integrated property status with Google Maps, streamlined installment plan management, enabled real-time construction progress tracking, and introduced customer communication automation. The result: improved visibility, better customer experience, and stronger financial control.
About the Client
The client is a real estate organization specializing in large-scale residential and commercial projects. With multiple properties under development, the company needed a solution that could seamlessly manage unit generation, sales, and construction updates while providing clear visibility for internal teams and customers.
Challenges Faced
Manual Unit Creation
Property units had to be created manually for each floor/building, which was time-consuming.
Lack of Visual Status Tracking
No centralized system to visualize which units were available, reserved, or sold.
Complex Installment Handling
Managing various installment plans required extensive manual work.
Construction Tracking Issues
Progress updates were not linked to projects, making it difficult to align sales with real-time construction.
Customer Communication Gaps
Clients lacked timely updates about property availability, payment reminders, and construction milestones.
ERP Solution Implemented
The Odoo 18 ERP solution was customized with industry-specific features for property management:
Automated Unit Generation
Auto-creation of property units based on building specifications and floor structures.
Google Maps Integration
Interactive maps with color-coded pins showing unit status (sold, reserved, available).
Installment Plan Management
Flexible installment plans configurable with tenure, down payments, interest, and penalties.
Construction Progress Tracking
Project-linked property progress updates for real-time alignment between sales and construction.
Customer Communication Automation
Automated notifications for payment reminders, booking confirmations, and construction progress updates.
Implementation Journey
Business Analysis
Mapped the property lifecycle and identified automation opportunities.
Customization
Configured Odoo 18 modules for property, finance, and construction workflows.
Integration
Integrated Google Maps for visual tracking and linked projects with construction progress.
Rollout & Training
Deployed in phases with staff training for property, finance, and sales teams.
Results & ROI
Results & ROI
Time Saved in Unit Creation
Automated generation reduced repetitive tasks and minimized errors.
Improved Visibility
Real-time property status available on Google Maps enhanced decision-making.
Financial Control
Flexible installment management improved cash flow tracking.
Aligned Sales & Construction
Linking progress updates with projects ensured sales teams had accurate information.
Conclusion & Future Outlook
By adopting Odoo 18, the real estate organization transformed its property management workflows—eliminating manual inefficiencies, improving transparency, and strengthening customer confidence. Future plans include integrating a customer portal for self-service bookings and an AI-driven sales forecast module to anticipate demand.
Join Us Today
Real estate management is complex—but the right ERP can simplify every step. Contact us to learn how Odoo 18 can help you automate property, sales, and construction workflows with real-time insights.