Cliosight Templates
House Rental Management
Proficiency Level: Advanced / Cost: $0
House Rental Management CRM
Most housing agents are familiar with messaging services like Whatsapp. They spend time sharing pictures of houses in social media. But when it comes to managing tenants, they prefer to use conventional methods to keep an account of payments, expenses and personal details of their clients. Transactions are mostly done in cash. Rent receipts, identity or other important documents are often missing. We wanted a way to solve these problems for a number of individuals running rental businesses.
This template uses complex relational database design to model the use case. We have created reports with advanced SQL queries. We have added a form with varying pre-filled values that can be accessed through QR codes. We also demonstrate premium features like use of AI in query writing, JSON config generation, along with the use of workflows, API and files in external code.
Housing agents, homeowners and tenants often rely on real estate websites to find leads. These platforms lack personalized features for tracking payments, agreement renewals, important notifications or sending reminders, leading them to use scattered apps. Also, they don’t support monitoring business growth over time.
Just like we created a multi-functional application for an auto repair shop, we will do the same here for a house rental business.
Primary Features
- Sorting report columns
- Payment integration
- Cloud data management services
- Image processing
- QR code for form-filling
- AI integration
- Report Summarization
- Workflows