Portals solution
Secure portals where agents work their allocated inventory and customers see their own properties, statements and documents.
The problem
External agents need current availability and sales offers, and customers want statements and documents. Sending these by email is slow, and giving ERP access is not appropriate.
The solution
Portal pages built on Odoo portal security. Agents see only the units allocated to them, can download sales offers and raise bookings. Customers see only units currently assigned to their own contact, with statements, brochures and documents.
Workflow
A simplified representation of the end-to-end workflow.
Key features
Business benefits
Agents act on live availability.
Customers retrieve documents themselves.
Record-level rules limit what each user sees.
Portal statements use the same calculation as accounting.
Related services
See also
A property management, sales and collections platform on Odoo covering units, bookings, SPAs, payment plans, PDCs, penalties, commissions and portals.
Payslips, advances, loans, expenses and HR policies available to employees through a secure portal.
View solutionLet's talk
Let's discuss your requirements, your current systems and what you want to achieve.