# Ez Real Estate CRM

<figure><img src="/files/t7HKTRFSfqKVJpvk3Pv9" alt=""><figcaption></figcaption></figure>

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## 🔗Links

&#x20;      [**Template Link on Bubble Marketplace**](https://bubble.io/template/ez-real-estate-crm-1685099927828x171612610310963200)

&#x20;      [**Template Link on Our Website**](https://eazycode.com/template/ez-real-estate-crm-1692021503236x525413520631761400)

&#x20;      [**Preview Link**](https://ezrealestatecrm.bubbleapps.io/)&#x20;

&#x20;      [**Forum Link**](https://forum.bubble.io/t/new-ez-real-estate-crm-template-by-eazycode/273297)

***

## Photos

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## Introduction&#x20;

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.

***

## Features

* **Three User Types**
* **CRM**
* **Booking**
* **Dashboard**
* **Add Property**
* **Transactions**
* **Chat**
* **Calendar**
* **Responsive Design**

***

## Notes

{% hint style="info" %} <mark style="color:blue;">**Important note**</mark><mark style="color:blue;">:</mark> After purchasing this template and customizing it, be sure that you had a chance to learn how to set up data security.&#x20;

Check all privacy settings by the following link before launch: [*<mark style="color:blue;">**Bubble Privacy**</mark>* ](https://manual.bubble.io/help-guides/data/the-database/protecting-data-with-privacy-rules)

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

{% hint style="danger" %} <mark style="color:red;">This template is not the final product. Any part of the application can be modified for different needs.</mark>
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***

## Pages&#x20;

### index

This page presents the features of this application. Also on this page, clients can find links to other <mark style="color:green;">Eazy</mark><mark style="color:red;">Code</mark> templates on this topic.&#x20;

### 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

***

## Reusable elements

### Footer

This reusable element includes links to the <mark style="color:green;">Eazy</mark><mark style="color:red;">Code</mark> templates, socials, and personal web.

### Header

This reusable element includes the app navigation panel.

***

## Workflow

Highlighting the workflow with color is a great way to separate actions in essence and significance. Below is the <mark style="color:green;">Eazy</mark><mark style="color:red;">Code</mark> standard for the use of colors with a detailed explanation.

{% hint style="warning" %} <mark style="color:orange;">The standards below are for informational purposes only. Any discrepancy is not related to the functionality of the application.</mark>
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**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.

<div align="center"><figure><img src="/files/jXBLqAqnhRtr8trT1P4y" alt="" width="200"><figcaption></figcaption></figure></div>

**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.

<figure><img src="/files/IhsNgLQzEqD60jRJQ1nn" alt="" width="200"><figcaption></figcaption></figure>

**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."

<figure><img src="/files/Bvmu9eBxmVDTHmejQBzN" alt="" width="200"><figcaption></figcaption></figure>

**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.

<figure><img src="/files/6V3DXdnLhMYwqnWDpiP8" alt="" width="200"><figcaption></figcaption></figure>

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

<figure><img src="/files/GPrMgq8tXbrjY9yyZVyH" alt="" width="200"><figcaption></figcaption></figure>

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

<figure><img src="/files/keW5zGLMCW3tTyyEOWOZ" alt="" width="200"><figcaption></figcaption></figure>

**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.

<figure><img src="/files/XNzKj8OwRFRk1HFOGqvy" alt="" width="200"><figcaption></figcaption></figure>

**Grey** - All other actions.

<figure><img src="/files/HC9QqjagbZp1qTBebH6y" alt="test" width="201"><figcaption></figcaption></figure>

***

## Data Types

### Booking

This data type is used to store booking proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Book type</code></td><td><a href="#property-rent-type"><code>(Property)Rent type</code></a></td><td>Stores the rent type option set.</td><td></td></tr><tr><td><code>Booked Dates</code></td><td><code>list of dates</code></td><td>Stores the booking date range.</td><td></td></tr><tr><td><code>Guest</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data type.</td><td></td></tr><tr><td><code>Payment</code></td><td><a href="#payment"><code>Payment</code></a></td><td>Stores the payment data type.</td><td></td></tr><tr><td><code>Property</code></td><td><a href="#property"><code>Property</code></a></td><td>Stores the property data type.</td><td></td></tr><tr><td><code>Status</code></td><td><a href="#booking-status-rent"><code>Booking Status (rent)</code></a></td><td>Stores the booking status option set.</td><td></td></tr><tr><td><code>Total</code></td><td><code>number</code></td><td>Stores the booking total price.</td><td></td></tr></tbody></table>

### Chat

This data type is used to store chat proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Chat Messages</code></td><td><code>List of</code> <a href="#chat_messages"><code>Chat_Messageses</code></a></td><td>Stores the chat message data type.</td><td></td></tr><tr><td><code>Chat Users</code></td><td><code>List of</code> <a href="#user"><code>Users</code></a></td><td>Stores the user data type.</td><td></td></tr></tbody></table>

### Chat\_Messages

This data type is used to store message proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Chat</code></td><td><a href="#chat"><code>Chat</code></a></td><td>Stores the chat data type.</td><td></td></tr><tr><td><code>Message Content</code></td><td><code>text</code></td><td>Stores the message content.</td><td></td></tr><tr><td><code>Receiver</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data type.</td><td></td></tr><tr><td><code>Seen</code></td><td><code>yes/no</code></td><td>Stores the message status(seen or not).</td><td></td></tr></tbody></table>

### Comment

This data type is used to store comment proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Client</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data type.</td><td></td></tr><tr><td><code>Text</code></td><td><code>text</code></td><td>Stores the comment content.</td><td></td></tr><tr><td><code>user</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data type.</td><td></td></tr></tbody></table>

### Deal

This data type is used to store deal proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Client</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data type.</td><td></td></tr><tr><td><code>Date</code></td><td><code>date</code></td><td>Stores the deal date.</td><td></td></tr><tr><td><code>Property</code></td><td><a href="#property"><code>Property</code></a></td><td>Stores the property data type.</td><td></td></tr><tr><td><code>Sale step</code></td><td><a href="#sale-steps"><code>Sale Step</code></a></td><td>Stores the sale step option set.</td><td></td></tr><tr><td><code>Total</code></td><td><code>number</code></td><td>Stores the deal total price.</td><td></td></tr><tr><td><code>User</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data type.</td><td></td></tr></tbody></table>

### Notification

This data type is used to store notification proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Message from</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data type.</td><td></td></tr><tr><td><code>Seen</code></td><td><code>yes/no</code></td><td>Stores the notification status (seen or not).</td><td></td></tr><tr><td><code>Text</code></td><td><code>text</code></td><td>Stores the notification content.</td><td></td></tr><tr><td><code>Type</code></td><td><a href="#notification-type"><code>Notification-type</code></a></td><td>Stores the notification type option set.</td><td></td></tr><tr><td><code>User</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data type.</td><td></td></tr></tbody></table>

### Payment

This data type is used to store payment proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Amount</code></td><td>number</td><td>Stores the payment ammount.</td><td></td></tr><tr><td><code>Booking</code></td><td><a href="#booking"><code>Booking</code></a></td><td>Stores the booking data type.</td><td></td></tr><tr><td><code>Deal</code></td><td><a href="#deal"><code>Deal</code></a></td><td>Stores the deal data type.</td><td></td></tr><tr><td><code>Guest</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data type.</td><td></td></tr><tr><td><code>Text</code></td><td><code>text</code></td><td>Stores thepayment message.</td><td></td></tr><tr><td><code>Type of Property</code></td><td><a href="#property-rent-type"><code>(Property)Rent type</code></a></td><td>Stores the rent type option set.</td><td></td></tr></tbody></table>

### Property

This data type is used to store housing proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Active</code></td><td><code>yes/no</code></td><td>Stores the property status (active or not).</td><td></td></tr><tr><td><code>Address</code></td><td><code>text</code></td><td>Stores the property address.</td><td></td></tr><tr><td><code>Bathrooms</code></td><td><a href="#property-bathrooms"><code>(Property)Bathrooms</code></a></td><td>Stores the bathrooms option set.</td><td></td></tr><tr><td><code>Bedrooms</code></td><td><a href="#property-bedrooms"><code>(Property)Bedrooms</code></a></td><td>Stores the bedrooms option set.</td><td></td></tr><tr><td><code>Bookings</code></td><td><code>List of</code> <a href="#booking"><code>Bookings</code></a></td><td>Stores the booking data type.</td><td></td></tr><tr><td><code>Building size</code></td><td><code>text</code></td><td>Stores the property size.</td><td></td></tr><tr><td><code>Car Spaces</code></td><td><a href="#property-car-spaces"><code>(Poperty)Car Spaces</code></a></td><td>Stores the car spaces option set.</td><td></td></tr><tr><td><code>City</code></td><td><code>text</code></td><td>Stores the property city.</td><td></td></tr><tr><td><code>Climate control &#x26; energy</code></td><td><code>List of</code> <a href="#property-climate-control-and-energy"><code>(Property) Climate control &#x26; energys</code></a></td><td>Stores the climate control and energy option set.</td><td></td></tr><tr><td><code>Country</code></td><td><code>text</code></td><td>Stores the property country.</td><td></td></tr><tr><td><code>Description</code></td><td><code>text</code></td><td>Stores the property description.</td><td></td></tr><tr><td><code>Images</code></td><td><code>List of images</code></td><td>Stores the property images.</td><td></td></tr><tr><td><code>Indoor Features</code></td><td><code>List of</code> <a href="#property-indoor-features"><code>(Property)Indoor Features</code></a></td><td>Stores the indoor features option set.</td><td></td></tr><tr><td><code>Name</code></td><td><code>text</code></td><td>Stores the property title.</td><td></td></tr><tr><td><code>Outdoor features</code></td><td><code>List of</code> <a href="#property-outdoor-features"><code>(Property)Outdoor Features</code></a></td><td>Stores the outdoor fetures option set.</td><td></td></tr><tr><td><code>Price</code></td><td><code>number</code></td><td>Stores the property price.</td><td></td></tr><tr><td><code>Property Requirements</code></td><td><code>List of</code> <a href="#property-property-requirements"><code>(Property) Property requirementses</code></a></td><td>Stores the property requirements option set.</td><td></td></tr><tr><td><code>Property Type</code></td><td><a href="#property-property-type"><code>(Property)Property type</code></a></td><td>Stores the property type option set.</td><td></td></tr><tr><td><code>Rent Type</code></td><td><a href="#property-rent-type"><code>(Property) Rent Type</code></a></td><td>Stores the rent type option set.</td><td></td></tr><tr><td><code>Rooms</code></td><td><a href="#property-rooms"><code>(Property) Rooms</code></a></td><td>Stores the rooms option set.</td><td></td></tr></tbody></table>

### Realtor-user

This data type is used to store realtor proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Address</code></td><td><code>text</code></td><td>Stores the realtor address.</td><td></td></tr><tr><td><code>City</code></td><td><code>text</code></td><td>Stores the realtor city of living.</td><td></td></tr><tr><td><code>Country</code></td><td><code>text</code></td><td>Stores the realtor country of living.</td><td></td></tr><tr><td><code>Date Of Birth</code></td><td><code>date</code></td><td>Stores the realtor date of birth.</td><td></td></tr><tr><td><code>Email</code></td><td><code>text</code></td><td>Stores the realtor email address.</td><td></td></tr><tr><td><code>Full Name</code></td><td><code>text</code></td><td>Stores the realtor full name.</td><td></td></tr><tr><td><code>Gender</code></td><td><a href="#gender"><code>Gender</code></a></td><td>Stores the gender option set.</td><td></td></tr><tr><td><code>Phone</code></td><td><code>number</code></td><td>Stores the realtor phone number.</td><td></td></tr><tr><td><code>User</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data type.</td><td></td></tr></tbody></table>

### User

This data type is used to store user proprieties.

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

### User-token

This data type is used to store user token proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Email</code></td><td><code>text</code></td><td>Stores the user email.</td><td></td></tr><tr><td><code>Id</code></td><td><code>text</code></td><td>Stores the user ID.</td><td></td></tr><tr><td><code>Realtor-user</code></td><td><a href="#realtor-user"><code>Realtor-user</code></a></td><td>Stores the realtor user data type.</td><td></td></tr><tr><td><code>Valid</code></td><td><code>yes/no</code></td><td>Stores the token status (valid or not).</td><td></td></tr></tbody></table>

***

## 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

***

<div align="left"><figure><img src="/files/FWlRXstCc6xNIGrX5Eqb" alt="" width="188"><figcaption></figcaption></figure></div>

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