Sales & CRM
Your sales team's command center. Capture leads from walk-ins, referrals, or online forms. Move opportunities through stages, schedule site visits, and reserve units before they go to a competitor.
- ✓ Lead and opportunity pipeline
- ✓ Site visit scheduling and notes
- ✓ Unit reservations with expiry tracking
- ✓ One-click conversion to sales contract
- ✓ Lead scoring and source tracking
- ✓ CRM reports and dashboards
Marketing Hub
Plan campaigns, reach prospects by email, SMS, or WhatsApp, and turn interest into CRM leads. Track opens and clicks, nurture sequences, publish landing pages, and automate follow-ups — all connected to your sales pipeline.
- ✓ Campaign planning, budget, and ROI views
- ✓ Email, SMS, and WhatsApp outreach
- ✓ Message templates and audience segments
- ✓ Open and click engagement tracking
- ✓ Nurture sequences and automation rules
- ✓ Public landing pages with lead capture
- ✓ A/B subject testing for email blasts
- ✓ Leads attributed back to campaigns
Payment plans & collections
Turn signed contracts into clear payment schedules. Track every installment, send reminders before due dates, and see overdue amounts instantly — so your finance team always knows where to focus.
- ✓ Flexible payment plan wizard
- ✓ Down payment and installment lines
- ✓ Penalty rules for late payments
- ✓ Payment receipts and PDF exports
- ✓ Automated overdue reminders
- ✓ Collections KPI dashboard
Commission management
Brokers and sales partners expect transparency. Define commission rules by project, unit type, or deal size. When a contract closes or a payment is received, commissions calculate automatically and flow through your approval process.
- ✓ Sales partner profiles
- ✓ Commission plans and milestone rules
- ✓ Automatic commission generation
- ✓ Multi-step approval workflows
- ✓ Partner payout tracking
- ✓ Commission reports and exports
Leasing & rent
For rental portfolios — residential or commercial. Create leases, set rent schedules, track open receivables, manage renewals, and see which units are vacant or coming available.
- ✓ Lease creation and documents
- ✓ Monthly rent schedules
- ✓ Rent payment recording
- ✓ Security deposit tracking
- ✓ Renewal management
- ✓ Vacancy and occupancy analytics
Maintenance
Keep buildings running smoothly. Residents submit requests through the portal or your team logs them directly. Assign technicians, track progress, and close jobs with a full history.
- ✓ Request intake and categorization
- ✓ Visual kanban workflow
- ✓ Technician assignment
- ✓ Status history and notifications
- ✓ Photo and document attachments
- ✓ Overdue request alerts
Construction management
Run projects from budget to handover in the same workspace as sales and leasing. Track WBS and BOQ, control costs, schedule work, manage RFIs and submittals, and keep procurement, drawings, and daily reports in one place.
- ✓ Projects, contracts, WBS, and BOQ
- ✓ Cost codes and cost control
- ✓ Schedules, progress, and daily reports
- ✓ RFIs, submittals, drawings, and punch lists
- ✓ Materials, RFQs, POs, and goods receipts
- ✓ Subcontractors and supplier records
Document management
Your team's single source for files. Organize contracts, brochures, floor plans, and compliance documents in structured folders. Track versions, control access, and connect files to the projects and units they relate to — so everyone finds the right document without asking.
- ✓ Company and personal document libraries
- ✓ Folders, favorites, and trash with retention
- ✓ Version history and large-file uploads
- ✓ Tags, search, and entity links
- ✓ Role-based folder and file permissions
- ✓ Internal shares and external download links
- ✓ PDF and Office preview in the browser
- ✓ Import legacy module attachments
Task management
Turn follow-ups into owned work. Create tasks from CRM, leasing, collections, or AI Assistant, assign owners, track due dates, and see progress on a shared board — so nothing slips between handoffs.
- ✓ Task lists and board views
- ✓ Owners, due dates, and priorities
- ✓ Links to deals, leases, and projects
- ✓ Status updates and completion tracking
- ✓ Filters for team workload
- ✓ Guided actions from AI Assistant
Workspace notes
Capture decisions, site visit notes, and internal context where your team already works. Keep notes searchable, attach them to the right records, and share what matters without another side channel.
- ✓ Rich notes in the admin workspace
- ✓ Links to CRM, contracts, and projects
- ✓ Search and recent activity
- ✓ Shared team visibility
- ✓ Quick capture from daily workflows
- ✓ Optional AI-assisted note creation
Customer portal
Your customers' front door to your business. They see your brand — not Marabeo's. View contracts, pay installments or rent, download documents, submit maintenance requests, and check notification history.
- ✓ Branded login and dashboard
- ✓ Online payment options
- ✓ Contract and installment views
- ✓ Maintenance request submission
- ✓ Document downloads
- ✓ Notification and payment history
AI Assistant
Give your team a secure, tenant-aware copilot inside the admin workspace. Ask about pipeline and collections, pull page context for the deal you are viewing, reuse prompt libraries, ground answers in your knowledge base, and confirm guided actions before anything is created.
- ✓ In-app chat with conversation history
- ✓ Page-aware context for CRM, contracts, and more
- ✓ Prompt library for repeatable workflows
- ✓ Knowledge base grounded in your content
- ✓ Proposed actions with confirm / reject
- ✓ Permission- and plan-gated access
Available on Business and Enterprise plans.