PropertyPro®

Every property.
One connected picture.

An integrated real estate and facility management suite that links property and unit data with sales, leasing, facilities and customer engagement—natively on Microsoft Dynamics 365 CRM.

  • Sales · Leasing · Facilities
  • Broker & tenant portals
  • Dynamics 365 native
PropertyPro®Real estate

One record.
Every team.

PropertyPro gives developers, owners and operators a shared property and customer record that follows each unit from first inquiry to everyday operations.

Sales, leasing and facility teams stop re-keying the same information. Brokers see only the inventory assigned to them. Tenants get self-service. Leaders get visibility across pipelines, renewals, service cases and expenses.

PropertyPro is developed by BlueLink Solutions, an Initium delivery and technology partner.

  • Core modulesSales · Leasing · Facility management
  • PortalsBroker portal · Tenant portal & app
  • ReportingDashboards, Excel pivots, Power BI
  • PlatformMicrosoft Dynamics 365 CRM

Discuss PropertyPro

From silos
to shared context.

THE CHALLENGE

Siloed teams, duplicated effort

  • Sales, leasing and facility teams each keep their own version of the unit record
  • Broker inventory shared through spreadsheets and messages
  • Tenants call or email for invoices, documents and service updates
  • Meters, vendors and service contracts tracked in separate tools

THE INITIUM WAY

A shared record across the lifecycle

  • Property, customer and tenant context carried through every step in Dynamics 365
  • Brokers book units and generate leads through a controlled portal
  • Tenants view leases and invoices, pay online via a connected gateway and follow service requests
  • Maintenance, assets, vendors and meters run from one Facility Workbench

Profile to operate.
Without the hand-offs.

PropertyPro follows a property through five connected stages, so what one team captures is already there for the next.

  • Profile — define properties, projects, units and spaces in one hierarchy
  • Attract — capture interest through campaigns, landing pages and brokers
  • Transact — move from offers to reservations, agreements and contracts
  • Serve — connect occupants through self-service portals and apps
  • Operate — run maintenance, assets, vendors, meters and reporting
One connected property record 1. Profile Properties, units, availability 2. Attract Campaigns, leads, brokers 3. Transact Offers, agreements, contracts 4. Serve Tenant self-service 5. Operate Maintenance, assets, meters

Three core modules.
One foundation.

Sales, leasing and facility management sit on shared property profiling, engagement and portal capabilities.

Property sales

From first interest to agreement and billing.

  • Unit selection with interactive floor plans
  • Lead capture, qualification and KYC forms
  • Payment plans, offers, reservation & sales agreements
  • Invoicing with payment and aging visibility
  • Sales targets and pipeline dashboards

Property leasing

From vacancy to occupancy.

  • Inquiry tracking and automated waiting lists
  • Estimated Rent Value (ERV) to guide offers
  • Complex rent schedules and leasing contracts
  • Extensions, terminations and renewals
  • Monthly invoicing combining rent and utilities

Facility Workbench

Everyday operations in one place.

  • Configurable asset management
  • Inventory from purchasing to consumption
  • Maintenance requests, scheduling and mobile access
  • Vendor profiles, purchases and service contracts
  • Meter readings with tiered or flat tariffs

Property profiling

The foundation the other modules build on.

  • Properties, projects, units and spaces
  • Specifications, pricing, floor plans and imagery
  • Project KPIs and map-based views
  • Investment measures such as IRR and ROI

Marketing & engagement

Reach the right buyers and tenants.

  • Event-triggered notifications across channels
  • Lead-generation landing pages with source attribution
  • Social listening, publishing and calendar

Broker & tenant portals

Self-service for the people outside your walls.

  • Broker access limited to assigned units
  • Broker bookings flow into the sales pipeline
  • Tenant documents, invoices and online payment (via payment gateway)
  • Service requests, work permits and guided fit-out
  • Native tenant mobile app

Built for every role
around the property.

Owners & developers

Property profiles, project expenses, revenue and the sales pipeline.

Property & leasing teams

Inquiries, rental offers, contracts, renewals and billing.

Facility & service teams

Tenant cases, maintenance, equipment, stock, vendors, meters and service contracts.

Brokers & tenants

Dedicated portals with the right access for each.

Connected to
how you already work.

PropertyPro runs natively on Dynamics 365 CRM. Optional components are agreed during scoping to fit each project.

  • Dynamics 365 CRM · native
  • Power BI · configured reporting
  • SMS, email, WhatsApp & in-app · by configuration
  • Payment gateway · online payments
  • Smart meters · optional
  • Company website · integration

Questions,
answered.

Who develops PropertyPro?

PropertyPro is developed by BlueLink Solutions, Initium’s delivery and Tier 1 technology partner, and delivered through our joint partnership.

Does it work with Microsoft Dynamics 365?

Yes. PropertyPro is natively integrated with Dynamics 365 CRM, so property, customer and tenant context travels across sales, leasing and service.

Are portals, WhatsApp, smart meters and Power BI included as standard?

Modules, integrations, access rules and reporting are defined during scoping. Optional components—such as smart-meter integration, WhatsApp messaging and configured Power BI—are agreed for each project.

How are meter readings captured?

Manually, through tenant self-service, paper collection, bulk upload or smart-meter integration—depending on your setup.

Keep exploring

All solutions

FROM VISION TO VALUE

Ready to connect your property operations?

Tell us about your portfolio and the teams that run it. We’ll show you how one connected record changes the day-to-day.

Talk to our team