PROPERTY OPERATIONS, CONNECTED

Every property.
One connected picture.

Connect property and unit information with sales, leasing, facilities and customer engagement. Give your teams, brokers and tenants the context they need, through one property-management solution integrated with Dynamics 365 CRM.

Explore the modules Experience the solution modules

From first interest to occupancy and ongoing operations.

THE CONNECTED PROPERTY ECOSYSTEM

PROPERTYPRO CORE

One property.
Connected work.

Profiles · Units · Spaces

Dynamics 365 CRM

Property SalesInterest to agreement Property LeasingVacancy to occupancy Facility ManagementAssets to service Marketing & EngagementReach to relationship Broker PortalAssigned inventory Tenant PortalLease to self-service

Property sales

Turn qualified interest into offers, agreements and invoice visibility.

A conceptual illustration of connected capabilities. Select an icon to explore its role in the property lifecycle.

3Core operational modules
Sales · Leasing · Facilities

2Role-based portal experiences
Brokers · Tenants

CRMConnected property context
Dynamics 365 integration

A SHARED FOUNDATION FOR PROPERTY WORK

Start with the property.
Connect everything around it.

Property owners, developers and operators need more than isolated transactions. PropertyPro brings project, unit, customer and service context into the work of selling, leasing and managing a portfolio.

01 / STRUCTURE

A complete property profile

Organize properties, projects, units and spaces in an expandable structure that keeps the information behind each asset together.

02 / COORDINATE

Distinct workflows, shared context

Give sales, leasing and facility teams depth in their own processes while keeping property, customer and operational information connected.

03 / ENGAGE

Access for the people around you

Connect marketing and notifications with controlled broker inventory access and tenant self-service for leases, billing and service requests.

PROPERTY PROFILING & PORTFOLIO VISIBILITY

From portfolio context
to the detail of a single unit.

Move between property-level performance and the attributes teams need at unit and space level, with dashboards and map-based views that bring the picture together.

PROFILE & ORGANIZE

Property, project, unit & space

Maintain property details in a dynamic, manageable hierarchy and drill into the inventory behind a project.

Property details, location and offering information
Unit specifications, pricing and utilization history
Floor plans, property imagery and utilities
Consolidated inventory with unit-level drill-down

Explore the property overview

MONITOR & ANALYZE

Project performance & geographic KPIs

Bring development expenses, property revenue and facility costs into the project view. Explore locations on an interactive map with access to KPI snapshots and operational dashboards.

Expected versus actual revenue and profit-share indicators
Investment measures including IRR and ROI
Map-based utilization, area and revenue context
Tenant-reported maintenance complaints and operational views

These are performance measures to review, not promises of an investment return.

THE CONNECTED PROPERTY LIFECYCLE

Carry the context forward.
Not just the transaction.

Sales and leasing are distinct commercial paths. Both connect to the property information and ongoing relationships that facilities and customer-facing teams depend on.

01 / PROFILEDefine the propertyProjects, units, spaces, pricing, plans and availability.
02 / ATTRACTCapture interestCampaigns, landing pages, direct inquiries and broker-generated leads.
03 / TRANSACTSell or leaseGuided opportunities, offers, agreements, rent schedules and contracts.
04 / SERVEConnect the occupantTenant access to leases, invoices, documents, communications and service cases.
05 / OPERATEManage & reviewMaintenance, assets, inventory, vendors, meters and portfolio reporting.

An illustrative connection map, not a mandatory approval sequence. Select the modules, rules and integration scope that fit your operation.

THREE CORE OPERATIONAL MODULES

Different responsibilities.
The same property picture.

Explore the commercial and operational workstreams. Marketing and role-based portals extend these processes rather than replacing them.

PROPERTY SALES

From first interest to agreement and billing.

Give sales consultants a guided opportunity process with property inventory, buyer preferences, offers and agreement information connected throughout the sales journey.

Consolidated property views and interactive floor plans for unit selection, including tablet presentation
Leads from campaigns, websites, brokers and other sources, profiled by property interest and budget
Multiple buyers on a unit, printable KYC forms and lead qualification
Step-by-step opportunities with offered units and customer preferences
Predefined payment plans, generated payment schedules and printable offers or proposals
Reservation and sales agreements linked to the opportunity, with reminders and required approvals before printing
Invoices for payment terms, linked to the agreement and customer; payment status and aging visibility
Salesperson, team and project targets measured in value or units, with pipeline and executive dashboards

SALES JOURNEY

Capture
Qualify
Offer
Agree
Invoice

See sales and inventory views

PROPERTY LEASING

Keep the lease, and its next step, in view.

Connect inquiries, vacancy matching, rental evaluation, rent schedules, contracts and monthly billing in a guided leasing process.

Dashboards for new inquiries, active rents, upcoming renewals, team activity and unit utilization
Automated waiting lists that surface matching inquiries when a suitable unit becomes vacant
Estimated Rent Value (ERV) to help build rent offers and evaluate existing rents against market price
Complex rent schedules and generated rent tables
Leasing contracts generated from process information, with tenant profiles, documents and billing history
Contract extension, termination and renewal processes
Monthly invoicing that brings rent and utility charges together

LEASING JOURNEY

Inquire
Match
Contract
Bill
Renew

See the leasing unit workspace

FACILITY MANAGEMENT

Keep the property working, not just occupied.

The Facility Workbench gathers related information and functionality for the teams running your properties. Coordinate equipment, inventory, maintenance, field resources, vendors, utilities and operational expenses.

Configurable asset management aligned with your equipment-management practices
Inventory tracking from purchasing through warehouse bins to consumption, with reports and custom dashboards
Maintenance requests, progress tracking, calendar planning and mobile request access
Scheduling for people and tools needed for field-service jobs
Vendor profiles, associated assets, purchases, payments and assigned cases with response-performance visibility
Service-contract scope, requests, payment terms, expiry and renewals
Customer profiles with multiple meters and billing plans; reading capture through manual entry, customer self-service, paper collection, bulk upload or scoped smart-meter integration
Tariffs including flat fees and flat or tiered consumption, plus operational expense reporting through built-in dashboards, Excel pivots or configured Power BI

ILLUSTRATIVE SERVICE JOURNEY

Record
Request
Schedule
Service
Review

Arrange a facility-workflow walkthrough

MARKETING & ENGAGEMENT

Stay connected.
Before and after the contract.

Coordinate communications with leads, tenants, customers, reseller agents and contractors, while managing outreach and social activity around your properties and brand.

COMMUNICATE & CAPTURE

Notifications & lead generation

Use configurable event-triggered notifications with a content library that supports event-appropriate language and consistent messaging. Landing pages capture visitor information and help analyze where inquiries originate.

Direct communications to defined contact lists
Customer preferences for SMS, email, WhatsApp and in-app notifications, where configured
Event-based messages across information records
Lead-generation landing pages and source attribution

PLAN, LISTEN & ENGAGE

Social marketing operations

Bring social content and response work into a central operating view, with tools for listening, publishing, coordination and performance reporting.

Industry, brand and competitor listening with conversation and sentiment insight
Multi-network publishing, previews and scheduling
Shared multimedia library and a central social calendar
Incoming-message monitoring, team task assignment, approval and response workflows
Connected-profile analytics and configurable reports to inform paid and organic campaigns

Messaging services, WhatsApp integration and social-network connections depend on the agreed setup and channel availability. They are not assumed to be enabled in every deployment.

ROLE-BASED PORTAL EXPERIENCES

The right access.
For brokers and tenants.

Give external participants a focused experience around the information and actions relevant to them, while the operational teams retain the property and workflow context.

BROKER

CONTROL INVENTORY & CONNECT LEADS

Broker Portal

Invite brokers to view the properties or units assigned to their accounts. Keep shared inventory controlled while bringing broker-generated leads into the same sales pipeline.

Selected invitations or automatic invitations on unit assignment
Inventory access limited to assigned properties and units
Unit type, offering, availability, features and space details
Online booking and lead generation according to your business rules
Broker segmentation retained in the integrated lead pipeline
Performance analysis through charts, dashboards, Excel pivots and configured Power BI

BROKER JOURNEY

Assign
Invite
Browse
Generate a lead
Review

TENANT

SELF-SERVICE & ONGOING SUPPORT

Tenant Portal & Mobile App

Connect the tenant to lease documents, invoices and property services through a self-service portal and a business-brandable native mobile experience.

Selected invitations or onboarding when a lease is activated; colleague and employee invitations
Contact-profile updates, lease details and document downloads
Current and previous invoices across leases, with detail views and printing
Online settlement when a payment gateway is connected
Service requests and complaints routed to the responsible facility team, with continuing portal communication
Contractor work-permit requests and guided fit-out procedures for drawings, insurance, permits and inspections
Dashboard, categorized inbox and portal notifications; additional email, SMS or WhatsApp channels where configured
Native mobile access to the portal functions with optional business branding

TENANT JOURNEY

Activate lease
Invite
Review
Request service
Follow up

BUILT AROUND THE WORK

One solution.
Several ways to put it to work.

Start with the responsibility you want to improve, then map the modules and participant experiences that support it.

Owners & developers

Review the property profile, project expenses, revenue and inventory. Connect the sales pipeline with units, customer preferences, offers and agreements.

Property & leasing teams

Coordinate inquiries, vacancy matching, rental offers and contracts. Keep renewals and billing in view while tenants access their information and request services.

Facility & service teams

Bring tenant cases into maintenance and field work. Coordinate equipment, stock, vendors, meters and service contracts with the property context attached.

CONNECTIONS THAT MATTER

The value is in
what happens between teams.

A shared record keeps the next person from starting again. Connect the property, participant and transaction context where commercial and operational responsibilities meet.

01 / COMMERCIAL CONTINUITY

From inquiry to an agreed unit.

A broker or campaign creates interest. Sales teams qualify the buyer, match preferences to the inventory, select a payment plan and progress the agreement. The unit and customer context stays with the opportunity and invoices.

Lead
Unit
Agreement

Explore property sales

02 / TENANT TO SERVICE TEAM

A request with property context.

A tenant raises a service request through self-service. The case reaches the facility team responsible for that property, which can coordinate maintenance while the tenant and team continue the conversation through the portal.

Tenant
Facility team
Follow-up

Explore the tenant experience

03 / OPERATIONS TO BILLING

Utilities in the operating picture.

Maintain multiple meters and applicable billing plans against customer profiles. Collect readings through the selected channels, define flat or consumption-based tariffs and review utility-related activity alongside facility costs.

Readings
Tariff plan
Billing

Explore facility operations

Illustrative connections based on the product capabilities. The practical handoffs, approval rules and integrations are scoped to your organization.

A CONNECTED DIGITAL FOUNDATION

Built around the property.
Connected to your business.

PropertyPro is natively integrated with Dynamics 365 CRM. Define the modules, data access and supporting connections around your operating model rather than assuming a one-size-fits-all package.

SHARED PROPERTY & CUSTOMER CONTEXT

Operational information that travels with the work.

Property and unit details support sales and leasing. Customer and tenant profiles connect agreements, invoices and requests. Broker segmentation and vendor records add context for commercial and service teams.

Dynamics 365 CRMProperty profilesCustomer & tenant recordsDashboardsRole-based portals

Access rules, integrations, reporting configuration and module inclusion are defined during scoping. No particular licensing, deployment or security certification is implied.

PURPOSEFUL INTEGRATION OPTIONS

Connect what the operation needs.

Reporting & insight

Built-in dashboards, Excel pivots and configured Power BI support operational analysis.

Meter readings

Combine manual, self-service and bulk collection with smart-meter integration where required.

Communications

Configure notification channels and social connections around participant preferences and service availability.

Payments & web presence

Connect a payment gateway for tenant settlement; integrate property marketing information with the company website.

Named options are not automatically included or connected in every implementation. Confirm compatibility, provider requirements and the approved project scope.

EXPERIENCE THE SOLUTION MODULES

See the property picture.
Explore the detail behind it.

Explore PropertyPro product views, enhanced geographic images and high-resolution illustrative redraws. Open any image for a larger view and a description of the work it represents.

PropertyPro property overview displaying unit availability, revenue status and a unit inventory table — **Property overview & unit inventory**Review property details, availability, revenue status and the unit inventory from one consolidated property record. Figures shown are sample data.

PropertyPro sales unit overview with specifications, reservation agreement details, building image and original floor plans — **Sales unit, agreement & floor plans**Connect the unit’s specifications and booking state with reservation information, building imagery and floor plans.

PropertyPro leasing unit overview with meters, lease record, rent and service charges, revenue chart and floor plan — **Lease, meters & revenue history**See unit features, associated meters, lease dates, billing context and rent charges alongside revenue history and the unit plan.

PropertyPro geographic KPI view showing color-coded property plots and a selected unit's availability, size and price — **Map-based unit availability**Explore the geographic view of property units with availability, area and price context. The map shown is a static capture, not a live application.

Enhanced PropertyPro satellite view with a Residential Tower marker and utilization, area and revenue overlay — Enhanced viewSatellite property & portfolio insightLocate the selected residential tower and review space utilization, total area and revenue in geographic context. Figures and map detail are illustrative.

Enhanced PropertyPro floor-plan view showing a tenant-reported AC Down issue for Unit 23 on Floor 1 — Enhanced viewFloor-plan service request insightLocate a tenant-reported air-conditioning issue within the facility floor plan, with its unit, floor and elapsed-time context. This is not a live service map.

Illustrative redrawMeter profile & reading historyReview meter and account information alongside current readings, consumption and reading history. Illustrative high-resolution redraw of the original screen; sample values are not recovered records.

Illustrative PropertyPro facility expense dashboard redraw with three reporting charts and an active expenses table — Illustrative redrawFacility billing & expense dashboardExplore facility expenses by type, month and project alongside active expense records. Illustrative high-resolution redraw based on the original reporting workspace; all chart and table values are sample data.

Illustrative PropertyPro weekly social publishing calendar redraw with scheduled posts and channel cards — Illustrative redrawSocial publishing calendarPlan scheduled social content across a weekly calendar and connected profiles. Illustrative high-resolution redraw of the original screen; posts and timings are sample content, and channels depend on the configured setup.

Illustrative PropertyPro broker portal lead form redraw with general and individual information fields — Illustrative redrawBroker-generated leadCapture general and individual lead information through the broker-facing portal. Illustrative high-resolution redraw of the original screen; the displayed contact and budget information is fictional sample data.

Illustrative PropertyPro tenant billing redraw with lease filters and invoice history — Illustrative redrawTenant billing historyReview invoice history across tenant leases using lease and date filters, billing status and invoice actions. Illustrative high-resolution redraw of the original screen; invoice values and dates are sample data.

Illustrative PropertyPro tenant service request redraw with lease and issue details, messages, attachments and submission fields — Illustrative redrawTenant service requestReview a tenant request and its lease context, messages and attachments, with a submission area for updates. Illustrative high-resolution redraw of the original screen; request details are sample data.

Original product captures are shown alongside enhanced geographic images and clearly labeled illustrative redraws. Redraws reconstruct low-resolution interfaces with sample data; they are not exact product screenshots. None of these images is a live application or a guarantee of the current interface. Fields, figures and workflows vary by configuration.

COMMON QUESTIONS

A clearer path
to your PropertyPro scope.

Map the operational need first, then confirm the right modules, access and integrations.

What are the core PropertyPro modules?

Property Sales, Property Leasing and Facility Management are the three core operational modules. Property profiling provides a shared foundation, while Marketing & Engagement, Broker Portal and Tenant Portal/mobile access connect additional teams and participants. Confirm the selected package and implementation scope with BlueLink.

Can brokers see all properties in the portfolio?

The Broker Portal is designed around assigned inventory. Property managers assign properties or units to broker accounts, which limits the inventory those brokers can access.

What can tenants do through self-service?

Review leases and documents, inspect invoices, update contact information, submit service requests and communicate with the facility team. Work permits and configured fit-out procedures are also supported. Tenant payment settlement requires a connected payment gateway.

Are smart meters, WhatsApp and Power BI included by default?

They are optional integration and reporting components. Their availability, licensing, technical setup and inclusion must be confirmed in the approved solution scope.

Does ERV make autonomous rental decisions?

Estimated Rent Value supports rent offers and comparison of current rents with market price. It is a decision aid, not an autonomous pricing engine; confirm the methodology, data sources and intended evaluation approach during scoping.

Are the solution screenshots live demonstrations?

No. The gallery combines product screens, geographic views and high-resolution illustrations with sample data. Arrange a guided walkthrough to explore your chosen modules, configurations and participant journeys.

YOUR NEXT MOVE

Connect your property operation.

Tell us about your portfolio, commercial processes, service teams and existing systems. Let’s map the PropertyPro experience that fits.

Talk to a PropertyPro specialist Explore the portfolio

Every property.One connected picture.

One property.Connected work.

Start with the property.Connect everything around it.