🏡Ez Real Estate CRM

Our platform empowers you to streamline property transactions

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🔗Links

Template Link on Bubble Marketplace

Template Link on Our Website

Preview Link

Forum Link

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Photos

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Introduction

Ez Real Estate CRM is a modern web template created for real estate professionals and agencies. This template provides a reliable suite of tools for efficient property management and customer interaction. With Ez Real Estate CRM, you can simplify real estate management processes, categorize properties, and engage potential clients more effectively. Our template enables you to craft detailed profiles for properties, manage transactions, and facilitate communication through a CRM platform.

The system incorporates three types of user roles, all designed with the necessary resources for seamless operation:

• The user has access to an intuitive, user-friendly, and visually pleasing interface for effortless navigation.

• The realtor is equipped with practical tools for monitoring and enhancing the efficiency of their activities. These tools enable realtors to fully cater to users' needs and amplify engagement.

• The administrator can efficiently manage the CRM system, monitoring essential metrics and implementing changes as required.

Our template is fully compatible and responsive across all device types. Our team has developed this template in line with up-to-date UX/UI design standards, providing an intuitive interface and visually pleasing aesthetics.

While we sell the template as is, we remain open to discussing additional modifications. Before purchasing the template, we recommend checking out the preview section. If you have any questions or require further clarification, please do not hesitate to contact us, and we'll be delighted to assist and tailor a solution to suit your needs.

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Features

• Three User Types

• CRM

• Booking

• Dashboard

• Add Property

• Transactions

• Chat

• Calendar

• Responsive Design

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Notes

Important note: After purchasing this template and customizing it, be sure that you had a chance to learn how to set up data security.

Check all privacy settings by the following link before launch: Bubble Privacy

Since access to objects differs in each application and is unique for each case, ensure you have established all the privacy rules.

This template is not the final product. Any part of the application can be modified for different needs.

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Pages

index

This page presents the features of this application. Also on this page, clients can find links to other EazyCode templates on this topic.

admin-dashboard

This is the admin panel page. It displays seven tabs.

• Dashboard - This tab displays application statistics about a sold property, new clients, and total income.

• Property - This tab displays a list of properties created on the application, with the possibility to view/edit/delete any of them.

• Realtors - This tab displays a list of realtors, with the possibility to create/edit/delete any of them.

• Clients - This tab displays a list of clients, with the possibility to view/edit/delete any of them.

• Messages - This tab shows a list of users and a chat window.

• Transactions - This tab shows a list of transactions with details.

• Settings - This is a tab with personal information forms.

dashboard

This is the realtor panel page. It displays seven tabs.

• Dashboard - This tab displays current realtor statistics about a sold property, new clients, and total income.

• Property - This tab displays a list of properties created by the current realtor, with the possibility to add/edit/delete any of them.

• Booking - This tab shows a calendar with meeting bookings and rent bookings.

• Clients - This tab displays a list of current realtor clients.

• Messages - This tab shows a list of users and a chat window.

• Transactions - This tab shows a list of transactions with details.

• Settings - This is a tab with personal information forms.

redirect

This is the password registration page for realtors created by the administrator.

registration

This is the Sign-In / Sign-Up page.

user_dashboard

This is the realtor panel page. It displays six tabs.

• Dashboard - This tab displays current user statistics about deals, deal types, and spending.

• Property - Tab with a list of proposed real estate for purchase or rent. Also in this tab, the current user can get to the property details and book a meeting, or buy a property.

• Booking - This tab shows a calendar with meeting bookings and rent bookings.

• Messages - This tab shows a list of users and a chat window.

• Transactions - This tab shows a list of transactions with details.

• Settings - This is a tab with personal information forms.

reset_pw

This page allows the user to reset the password.

404

This page appears when something goes wrong in the app's work

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Reusable elements

Footer

This reusable element includes links to the EazyCode templates, socials, and personal web.

Header

This reusable element includes the app navigation panel.

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Workflow

Highlighting the workflow with color is a great way to separate actions in essence and significance. Below is the EazyCode standard for the use of colors with a detailed explanation.

The standards below are for informational purposes only. Any discrepancy is not related to the functionality of the application.

Blue - The actions taking place on our screen do not utilize the application's resources. For instance, when an element is clicked and a popup is opened or closed.

Green - These actions involve creating or modifying entries in the database. For example, "Create a new Thing," "Make changes to a thing or a list of things," as well as "Copy a list of things," and so on.

Red - This action involves deleting or resetting values. For instance, "Delete a thing or a list of things," as well as "Reset a group" and "Reset inputs."

Orange - Actions related to your navigation. For example, "Navigate to a page," or "Do when a condition is true" – when you use specific values for checking, such as "When the current user is logged in," and so on.

Cyan - Actions utilizing Custom Events – lengthy tasks that involve the creation, modification, deletion, and plugins within a single comprehensive workflow as steps.

Brown - Custom workflow, API workflow, and similar tasks.

Purple - The significance of this color is determined by the developer themselves, as it is done due to the fact that everyone has their own approach to development.

Grey - All other actions.

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Data Types

Booking

This data type is used to store booking proprieties.

Field name	Type	Notes
Book type	(Property)Rent type	Stores the rent type option set.
Booked Dates	list of dates	Stores the booking date range.
Guest	User	Stores the user data type.
Payment	Payment	Stores the payment data type.
Property	Property	Stores the property data type.
Status	Booking Status (rent)	Stores the booking status option set.
Total	number	Stores the booking total price.

Chat

This data type is used to store chat proprieties.

Field name	Type	Notes
Chat Messages	List of Chat_Messageses	Stores the chat message data type.
Chat Users	List of Users	Stores the user data type.

Chat_Messages

This data type is used to store message proprieties.

Field name	Type	Notes
Chat	Chat	Stores the chat data type.
Message Content	text	Stores the message content.
Receiver	User	Stores the user data type.
Seen	yes/no	Stores the message status(seen or not).

Comment

This data type is used to store comment proprieties.

Field name	Type	Notes
Client	User	Stores the user data type.
Text	text	Stores the comment content.
user	User	Stores the user data type.

Deal

This data type is used to store deal proprieties.

Field name	Type	Notes
Client	User	Stores the user data type.
Date	date	Stores the deal date.
Property	Property	Stores the property data type.
Sale step	Sale Step	Stores the sale step option set.
Total	number	Stores the deal total price.
User	User	Stores the user data type.

Notification

This data type is used to store notification proprieties.

Field name	Type	Notes
Message from	User	Stores the user data type.
Seen	yes/no	Stores the notification status (seen or not).
Text	text	Stores the notification content.
Type	Notification-type	Stores the notification type option set.
User	User	Stores the user data type.

Payment

This data type is used to store payment proprieties.

Field name	Type	Notes
Amount	number	Stores the payment ammount.
Booking	Booking	Stores the booking data type.
Deal	Deal	Stores the deal data type.
Guest	User	Stores the user data type.
Text	text	Stores thepayment message.
Type of Property	(Property)Rent type	Stores the rent type option set.

Property

This data type is used to store housing proprieties.

Field name	Type	Notes
Active	yes/no	Stores the property status (active or not).
Address	text	Stores the property address.
Bathrooms	(Property)Bathrooms	Stores the bathrooms option set.
Bedrooms	(Property)Bedrooms	Stores the bedrooms option set.
Bookings	List of Bookings	Stores the booking data type.
Building size	text	Stores the property size.
Car Spaces	(Poperty)Car Spaces	Stores the car spaces option set.
City	text	Stores the property city.
Climate control & energy	List of (Property) Climate control & energys	Stores the climate control and energy option set.
Country	text	Stores the property country.
Description	text	Stores the property description.
Images	List of images	Stores the property images.
Indoor Features	List of (Property)Indoor Features	Stores the indoor features option set.
Name	text	Stores the property title.
Outdoor features	List of (Property)Outdoor Features	Stores the outdoor fetures option set.
Price	number	Stores the property price.
Property Requirements	List of (Property) Property requirementses	Stores the property requirements option set.
Property Type	(Property)Property type	Stores the property type option set.
Rent Type	(Property) Rent Type	Stores the rent type option set.
Rooms	(Property) Rooms	Stores the rooms option set.

Realtor-user

This data type is used to store realtor proprieties.

Field name	Type	Notes
Address	text	Stores the realtor address.
City	text	Stores the realtor city of living.
Country	text	Stores the realtor country of living.
Date Of Birth	date	Stores the realtor date of birth.
Email	text	Stores the realtor email address.
Full Name	text	Stores the realtor full name.
Gender	Gender	Stores the gender option set.
Phone	number	Stores the realtor phone number.
User	User	Stores the user data type.

User

This data type is used to store user proprieties.

Field name	Type	Notes
(Card) Card number	text	Stores the user bank card number.
(Card) CVC Number	number	Stores the user bank card CVC number.
(Card) Expiry date	date	Stores the user bank card expiry date.
(Card) Name on card	text	Stores the user name on bank card.
(Passport) Date of Expiry	date	Stores the user passport information.
(Passport) Date of Issue	date	Stores the user passport information.
(Passport) Full Name	text	Stores the user passport information.
(Passport) Passport number	text	Stores the user passport information.
(Passport) Personal number	text	Stores the user passport information.
Bookings	List of Bookings	Stores the booking data type.
City	text	Stores the user city of living.
Comments	List of Comments	Stores the comment data type.
Country	text	Stores the user country of living.
Deal	List of Deals	Stores the deal data type.
DOB	date	Stores the user date of birth.
Full Name	text	Stores the user full name.
Gender	Gender	Stores the gender option set.
Image	image	Stores the user image.
Notifications	List of Notifications	Stores the notification data type.
Payments	List of Payments	Stores the payment data type.
Phone	number	Stores the user phone number.
Pipeline steps	Sale Steps	Stores the sale steps option set.
Property	List of Propertys	Stores the property data type.
Realtor-user	Realtor-user	Stores the realtor user data type.
Role	User Role	Stores the user role option set.
Wishlist	List of Propertys	Stores the property data type.

User-token

This data type is used to store user token proprieties.

Field name	Type	Notes
Email	text	Stores the user email.
Id	text	Stores the user ID.
Realtor-user	Realtor-user	Stores the realtor user data type.
Valid	yes/no	Stores the token status (valid or not).

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Option sets

(Property) Bathrooms

• 1+

• 2+

• 3+

• 4+

• 5+

(Property) Bedrooms

• Studio

• 1

• 2

• 3

• 4

• 5

(Property) Car Spaces

• 0

• 1+

• 2+

• 3+

• 4+

• 5+

(Property) Climate control & energy

• Air conditioning

• Heating

• Water tank

• Solar panels

• High energy efficiency

• Solar hot water

(Property) Indoor features

• Ensuite

• Study

• Alarm system

• Floorboards

• Rumpus room

• Dishwasher

• Built in robes

• Broadband

• Gym

• Workshop

(Property) Outdoor features

• Swimming pool

• Balcony

• Undercover parking

• Fully fenced

• Tennis court

• Garage

• Outdoor area

• Shed

• Outdoor spa

(Property) Property requirements

• Furnished

• Pets allowed

• Non-smoking

(Property) Property Type

• Apartment

• Villa

• House

• Townhouse

(Property) Rent type

• For Rent

• For Sale

(Property) Rooms

• 1+

• 2+

• 3+

• 4+

• 5+

Booking Status (rent)

• New

• Accepted

• Resides

• Moved out

• Rejected

Gender

• Female

• Male

• Other

Notification-type

• System

• Chat

• Client

Sale Steps

• New

• Pending

• Call

• Show

• Sign documents

• Closed

User Role

• Admin

• Realtor

• User

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The template is sold as is, although additional modifications can be discussed. Feel free to contact us for any inquiries and we’ll be happy to find a solution for your ideas – http://eazycode.com/

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