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Property Automate

Real Estate CRM

THE PROBLEM

Property Sales Teams Are Running on Broken Systems.

CRM here. Contracts in Word. Finance in Excel. Compliance manually. Handover in email. Every seam between systems is a gap where deals get lost, data goes stale, and buyers lose trust.

🔀

Five tools, five truths

CRM, ERP, contracts, compliance, and handover live in separate systems — none talking to each other in real time.

6–18 month implementations

Multi-tool setups require complex integration projects before a single deal can be processed end-to-end.

📊

No single source of truth

Finance sees different numbers than sales. Operations don't know what's been signed. Everyone works off stale data.

📵

Buyers left in the dark

No live project visibility for buyers means endless calls and eroded trust between purchase and handover.

RealtyGOTO Elite Solves This. One product. Every sales process.

From first lead to final title deed — all on one unified operating system.

One unified data model — every process reads and writes the same record, always

Live in 2–4 weeks — ~90% out-of-box fit, no 12-month implementation project

SPA + IFRS 15 + Escrow — agreements, revenue recognition, and compliance in one flow

Owner App — real-time milestone, payment, and handover visibility on iOS & Android

WAFI · RERA · DLD · MREIQ — off-plan compliance configured per market, not per workaround

ERP-connected or standalone — D365, NetSuite, Zoho, Odoo or PropGOTO Books

THE COMPLETE JOURNEY

10 Stages. One Continuous Flow.

From the first lead to final title deed — every stage managed, tracked, and automated in RealtyGOTO.

ACQUISITION

STAGE 01

🏠

Listings & Unit Inventory

Live unit master — floor plans, pricing tiers, availability flags, and real-time reservation status per project and phase.

ACQUISITION

STAGE 02

🎯

Sales CRM & Pipeline

Lead capture, qualification scoring, activity log, follow-up automation, and full broker channel management in one CRM.

ACQUISITION

STAGE 03

🪪

KYC & Buyer Onboarding

Digital identity verification, AML checks, document collection, and buyer profile creation — compliant from the first interaction.

ACQUISITION

STAGE 04

🔒

Reservation & Blocking

Formal quotation, unit blocking with hold periods, deposit tracking, approval workflows — no double allocations.

PRE-SALE

STAGE 05

📄

SPA & Agreements

Template-based SPA drafting, digital e-signature, payment schedule linkage, amendment tracking, and secure document storage.

FINANCE

STAGE 06

🏦

Financial & Bank Arrangements

Mortgage tracking, bank liaison, installment schedule management, payment milestone alerts, and escrow coordination.

CONSTRUCTION

STAGE 07

🏗️

Project Progress & Milestones

Construction milestone tracking linked to payment triggers. Buyer app automatically updated at every milestone completion.

HANDOVER

STAGE 08

🔑

Unit Handover

Digital snagging checklists, defect logging, handover inspection sign-off, key handover scheduling, and buyer acceptance workflows.

HANDOVER

STAGE 09

🏛️

Title Deed Transfer

NOC issuance, authority liaison workflows, fee tracking, registration document management, and final ownership transfer records.

POST-SALE

STAGE 10

🔁

Warranty & Final Settlement

Post-handover warranty management, defect claims, contractor dispatch, final payment reconciliation, and financial closure per unit.

CORE FUNCTIONS

One Product. Every Sales Business Process.

RealtyGOTO Elite covers every function a property sales business runs — from first lead to final settlement. Every core function below is live in production today, inside one product, with one login.

Sales CRM & Pipeline Management

Capture every lead — from website, portals, walk-ins, or broker referrals — and manage the full sales pipeline from first contact to signed reservation. Track every activity, every follow-up, and every unit inquiry in one view. Manage your direct sales team and broker channel with separate access levels and commission tracking.

📥

Lead Capture & Source Tracking

Website, portal, walk-in, broker referral — all leads unified with source attribution.

📊

Pipeline & Stage Management

Customisable pipeline stages — Enquiry, Viewing, Negotiation, Reserved, Contracted.

🏠

Live Unit Inventory

Real-time availability, pricing tiers, floor plan views, and instant reservation lock.

🤝

Broker Channel Management

Broker onboarding, unit allocation, commission calculation, performance dashboards, and deal attribution — full channel visibility for the developer.

📅

Activity Log & Follow-ups

Every call, meeting, and viewing logged. Automated follow-up reminders and SLA tracking.

📈

Sales Performance Analytics

Team rankings, conversion rates, revenue by project and period, broker performance.

OFF-PLAN COMPLIANCE

Off-Plan Compliance Framework — Every Market

Saudi Arabia's WAFI. UAE's RERA/DLD. Qatar's MREIQ. Bahrain's RERA. Every regulated off-plan market follows the same core framework — the name changes, the process does not. RealtyGOTO supports it all natively, configured per market's specific authority and reporting format.

Live Construction Progress

Milestone-by-milestone construction updates with visual progress indicators — auto-updated when each stage completes. Owners always know where their unit stands, without calling anyone.

📊

Real-Time Progress Bar

Live percentage completion per project phase, updated automatically at each milestone sign-off.

🔔

Push Notifications

Instant alerts when a milestone completes, a payment becomes due, or a handover date is confirmed.

📸

Site Progress Photos

Developer uploads site photos per milestone — owners see real evidence of progress, not just text updates.

WHO USES REALTYGOTO

Built for Every Role in the Sales Organisation.

From the CEO setting strategy to the operations team handing over keys — every stakeholder has a purpose-built view inside the same platform.

👔

CEO & Managing Director

Portfolio overview & strategy

Real-time portfolio performance across all projects, phases, and markets. Revenue trajectory, sales velocity, escrow position, and compliance status — in one executive view. No more waiting for weekly reports.

Portfolio View Revenue KPIs Compliance Status
📊

Sales Director & Team

CRM, pipeline & broker channel

Full pipeline visibility from first lead to signed reservation. Broker channel management, unit inventory, team activity logs, conversion analytics, and commission tracking — without switching between systems.

Pipeline Management Broker Channel Commission Tracking
⚖️

Legal & Contracts Team

SPA, KYC & compliance

Template-based SPA drafting, digital e-signature, amendment tracking, KYC/AML compliance workflows, and document repository — all in one auditable system linked directly to the unit sale record.

SPA Management E-Signature KYC Compliance
💰

CFO & Finance Team

IFRS, escrow & ERP

IFRS 15 revenue recognition, IFRS 16 lease accounting, escrow monitoring, installment schedules, and ERP sync — all audit-ready, all native. No separate accounting tool required. No manual reconciliation.

IFRS 15 & 16 Escrow Control ERP Integration
🔨

Operations & Project Manager

Handover, milestones & post-sale

Construction milestone tracking that auto-triggers payment releases and buyer app updates. Digital snagging, handover workflows, NOC issuance, and post-handover warranty management — in the same system as the original sale.

Milestone Tracking Unit Handover Warranty Mgmt
💻

IT / Technology Lead

Integration, security & deployment

SaaS-first deployment — live in 2–4 weeks. Native ERP connectors, open API, role-based access control, and enterprise-grade security. ~90% out-of-box fit means minimal configuration, maximum velocity.

Open API SaaS / On-Prem 2–4 Week Go-Live
OFF-PLAN COMPLIANCE FRAMEWORK — BUILT FOR EVERY MARKET

One Guided Process. Every Off-Plan Regulation. Every Market.

Every regulated off-plan market follows the same core framework — escrow-protected buyer payments, milestone-gated fund releases, and mandatory developer compliance reporting. The name changes by country. The process does not.

MARKETFRAMEWORKAUTHORITY
Saudi Arabia WAFI (وافي) REGA
UAE — Dubai Escrow / RERA DLD / RERA
Qatar Off-Plan Escrow MREIQ
Bahrain Off-Plan Regulation RERA Bahrain
Other Markets Configurable Any authority
1

Project Registration with Authority

Developer credentials, project documents, and off-plan permit submitted through guided workflows.

Authority Submission
2

Escrow Account Setup & Linkage

Dedicated compliance-grade escrow account established per project.

Escrow Enforced
3

Off-Plan Sales & Buyer KYC

Buyers complete KYC and AML checks. SPAs auto-generated.

KYC + SPA
4

Construction Milestone Delivery

Construction stages tracked with inspection evidence.

Milestone Verified
5

Milestone-Gated Payment Release

Funds released only upon verified milestone completion.

Auto-Gated Release
6

Buyer Protection & Final Handover

Cancellation rights, refunds, and dispute resolution handled.

Buyer Protected

ESCROW ACCOUNT — PROJECT DASHBOARD

48.2M

Total escrow balance — SAR / AED / QAR configurable

Buyer Payments In 74%
Released to Dev 42%
Held in Escrow 32%
Next Milestone 88%
✓ Milestone 3 Released ⏳ Milestone 4 Pending
🏛️

Project Registration with Authority

Developer credentials, project documents, and off-plan permit submitted through guided workflows — tracked to regulatory approval. Configured per market (REGA, DLD, MREIQ, or other).

🏦

Escrow Account Setup & Linkage

Dedicated compliance-grade escrow account established per project. All buyer payments routed exclusively to escrow and monitored in real time.

📊

Off-Plan Sales & Buyer KYC

Units listed under the registered project. Buyers complete KYC and AML checks. SPAs auto-generated with locally mandated clauses and buyer protection terms pre-embedded.

📑

Construction Milestone Delivery

Locally defined construction stages tracked with inspection evidence, engineer certificates, and real-time progress reports submitted to the relevant authority at each stage.

🛡️

Milestone-Gated Payment Release

Escrow funds released to the developer only upon verified milestone completion — automatically enforced by the system. No manual overrides possible.

📱

Buyer Protection & Final Handover

Market-specific cancellation rights, refund workflows, and dispute resolution handled natively. Final handover and title deed transfer completed with full regulatory documentation..

★ ELITE CAPABILITY

Vendor & Asset Contract Management — with IFRS 16

Real estate development runs on contractors, consultants, and leased assets. Complete control over every external relationship — and every leased asset on the balance sheet. Vendor contracts, asset lease agreements, and IFRS 16 right-of-use accounting in one place. This is not just operations — it is financial governance.

1
Contractor Onboarding
2
Contract Award
3
Execution & Monitoring
4
Invoicing & Billing
5
IFRS 16 Reporting
📋

IFRS 16 — Lease Liability Accounting

Right-of-use asset recognition, lease liability schedules, interest expense tracking, and disclosure reports for all vendor and asset lease contracts.

🔨

Contractor Onboarding & Prequalification

Vendor registration, document verification, insurance tracking, and compliance prequalification before any contract is awarded.

📑

Construction & Asset Contract Lifecycle

Asset Lease, Asset Purchase, Vendor Service, Construction/Fit-Out, Framework/SLA, Subscription — from LOA to final completion.

📊

Performance Scorecards

SLA adherence, milestone delivery, quality scoring, and vendor performance rankings across all active contracts and projects.

🧾

Invoice & Payment Management

Progress billing, retention management, variation orders, and contractor payment approval workflows — fully audited.

🔗

Linked to Finance & IFRS

Asset values and lease liabilities flow directly into the financial ledger and IFRS 16 reporting — no manual reconciliation.

WHY REALTYGOTO IS DIFFERENT

This Is Not a CRM. It Is an Operating Platform.

Every competitor sells you a CRM and charges separately for everything else. RealtyGOTO is architecturally different — one unified operating system, with every business process on the same data model, the same workflow engine, and the same single source of truth.

1

Unified Operating System

2–4 Weeks

Typical Go-Live Time

IFRS

15 & 16 Native

11

Products on One Platform

One Brain. Every Process.

Workflow engine, rules, approvals, and role-based governance are shared across every product. A contract signed in RealtyGOTO immediately updates the payment schedule, the buyer app, the accounting ledger, and the IFRS report — zero manual intervention.

Live in Days. Not Months.

~90% out-of-the-box fit across real-world property sales scenarios. SaaS deployment goes live in as little as 2–4 weeks — with full production data from day one.

ERP-Connected or Standalone

Native integrations with Microsoft D365, Oracle NetSuite, Zoho Books, and Odoo. If you don't have an ERP, PropGOTO Books runs standalone on the same platform.

Multi-Market. Multi-Language. By Design.

Arabic, English, French, and Spanish — built in. Multi-currency. WAFI · RERA · DLD · MREIQ compliance configurable per market. Built for GCC and MENA, deployable globally.

What Enterprise Buyers AskRealtyGOTO — Unified PlatformPoint Solutions / CRM + Add-ons
Single source of truth ✓ One unified data model — every process reads and writes the same record Data split across CRM, ERP, spreadsheets, portals
Go-live timeline ✓ Live in days. ~90% out-of-box fit 6–18 months for multi-tool implementation
Financial compliance ✓ IFRS 15 + IFRS 16 — native, audit-ready Separate accounting system required
Off-plan regulation ✓ WAFI, RERA/DLD, MREIQ and beyond Manual process or country-specific niche tool
ERP & accounting ✓ Native connectors: D365, NetSuite, Zoho, Odoo Complex custom integration project
Buyer transparency ✓ Dedicated buyer mobile app — live updates No buyer-facing tool — calls & emails only
Post-sale lifecycle ✓ Warranty, defect management, final settlement — same platform Handed off to a separate team or system
Multi-language ✓ Arabic · English · French · Spanish — built in English-first, Arabic retrofitted or absent
Platform future-proofing ✓ One platform, 11 products — scales on one foundation Each tool has its own roadmap — gaps widen

Platform Architecture

Enterprise Architecture. Delivered as Modern SaaS.

The Property Automate platform is built in four distinct layers — a shared operating core, purpose-built business products, role-specific experience apps, and an open integration layer. RealtyGOTO sits on this foundation.

— The Brain

Core Operating System

The shared engine underneath every propGOTO product. One data model. One workflow engine. One source of truth.

  • Unified asset, master & operational data model
  • Workflow & automation engine
  • Rules, approvals & controls
  • Role-based access & governance

— Modular & Purpose-Built

Business Products

Purpose-built products for every property business vertical — each running natively on the shared core.

  • RealtyGOTO — Property Sales & CRM
  • LeaseGOTO — Lease & Tenancy Management
  • FacilitiesGOTO — Facility & Asset Management
  • WorkplaceGOTO · CommunityGOTO · TownshipGOTO

— How Every Role Interacts

Experience Layer

Purpose-built interfaces for every stakeholder — not a single portal everyone shares.

  • Web portals — Admin, Owners, Vendors
  • Mobile apps — Tenant · Buyer · Worker · Inspector
  • Arabic · English · French · Spanish — built in
  • Role-based dashboards & KPI views

— Ecosystem-Friendly

Integration Layer

Connect to what you already have — or run fully standalone. Your choice.

  • ERP: Microsoft D365 · Oracle NetSuite · Zoho Books · Odoo
  • Or standalone with PropGOTO Books
  • Payments, banking & invoicing
  • Open API for third-party connectivity

WHO USES REALTYGOTO

Built for Every Organisation Selling Property.

Whether you're a large-scale developer launching off-plan towers or a boutique broker managing a villa portfolio, RealtyGOTO scales to your sales operation.

🔨

Master Developers

Large-scale residential, mixed-use, and township developers

🏢

Mid-Size Developers

Residential and commercial developers scaling up

📈

Investment Portfolios

REITs and investment firms managing owned assets

🌇

Mixed-Use Developments

Residential, retail, and commercial across one master development

🏡

Luxury & Villa Projects

High-value unit transactions, VIP buyer journeys

🏠

Affordable Housing

High-volume unit sales with payment plan management

🏦

Bank-Backed Developments

Escrow-compliant, RERA/DLD-ready developments

🌐

International Developers

Multi-country, multi-currency, multi-language operations

RealtyGOTO Resources

RealtyGOTO Catalogue & Case Study

Get Started

One Platform. Every Property Business Live in Days.

RealtyGOTO runs on the same unified operating system as every other propGOTO product — one brain, one truth, zero stitching. See the full platform in a live 30-minute walkthrough with your team.

🧠 One Brain. Every Process.⚡ Live in Days — ~90% Out-of-Box📊 IFRS 15 & 16 Native🌍 WAFI · RERA · DLD · MREIQ🔓 No Lock-in

FREQUENTLY ASKED QUESTIONS

Everything You Need to Know.

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