EstateFlowReal Estate OS

Overview

Sales

Leads Customers Pipeline Activities Viewings

Properties

Inventory Projects & Units Owners Map Listings Reservations Maintenance

Communications

Unified Inbox3 Email Calls Templates

Operations

Contracts Documents Inspections Handover

Finance

Finance Overview Invoices Payments Installments Expenses Commissions

Organization & People

People Overview Employees Organization Chart Branches Leave Attendance Onboarding Assets

Growth

Campaigns Property Portals Social Publishing Automation Reports AI CopilotPRO

Administration

Users Roles & Access Plans & Billing Integrations Workflows Audit Log Settings

AdministrationRoles & Access

Identity & access

Roles & permissions

Control what users can see and do by role, branch, team, and record ownership.

Workspace roles

System and custom roles

Manager

Base permissions and data access scope

Manager

Manages sales operations and team approvals without finance or platform administration.

System role

Sales & CRM2 capabilityies

Manage leadsManage customers

Property operations2 capabilityies

Manage propertiesManage contracts

Communications1 capability

Manage communications

Finance1 capability

Manage finance

Organization & People2 capabilityies

Manage peopleApprove leave

Platform3 capabilityies

Manage settingsManage subscriptionView audit