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Module 09 · real_estate_manager

Real Estate Manager

Perfex 3.0+ IS24 / Immowelt CSV Google Maps PDF Expose Public portal

Complete real estate management module for Perfex CRM. Manage property records, publish them on a branded public portal, handle inquiries and auto-create Perfex leads. Import from ImmobilienScout24 or Immowelt via CSV. Generate PDF exposés. Display properties on Google Maps. No external platform needed.

What you get

  • Full property records — type, transaction, address, price, area, rooms, energy class, features, images
  • Public property portal at /properties with filter and search
  • Google Maps integration on portal and detail pages
  • IS24 and Immowelt CSV import with auto-column mapping
  • Inquiry management with status workflow (new, contacted, viewing arranged, closed)
  • Auto-create Perfex lead on new inquiry (configurable)
  • PDF expose generation per property
  • Days-on-market tracking with 90-day alert highlighting
  • Energy certificate data storage per property
  • Fully bilingual portal and admin (DE / EN)

Setup

  • Install and activate — CPB recommended for full portal customization
  • Go to Real Estate → Settings → configure Google Maps API key
  • Add properties manually under Properties → Add Property
  • Or import via Import → Upload CSV (IS24 or Immowelt format)
  • Configure PDF header/footer text under Settings
  • Public portal is live immediately at /properties
  • Manage incoming inquiries under Real Estate → Inquiries

Licensing — what the buyer must do

1

Purchase → receive license key via email.

2

Perfex admin → Real Estate → Settings → paste key → Activate License.

3

One key = one domain. Public portal at /properties is always accessible — license gate is admin-only.

Technical notes

  • CSV import: duplicate detection by external property ID (IS24 / Immowelt field)
  • Google Maps API key stored in module settings — used for portal map widget
  • PDF expose rendered via DOMPDF — header/footer text configurable per install
  • Days-on-market calculated from listed_at date — auto-set on property creation
  • Lead auto-creation uses Perfex native leads API — no extra dependencies
  • Language files auto-copied to application/language/ on module load
  • All DB tables prefixed with Perfex DB prefix — no conflicts on multi-install
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Requirements & First-Time Setup

Server requirements

  • Perfex CRM 3.0 or higher
  • PHP 8.0 or higher
  • MySQL 5.7+ / MariaDB 10.3+
  • application/config/my_routes.php writable (chmod 664)
  • Outgoing HTTPS connections to licenses.perfexmodule.com

If something doesn't work

  • Routes 404? → Check my_routes.php permissions
  • Language error? → Copy lang file to application/language/
  • License won't activate? → Check outgoing HTTPS
  • License valid but expired? → 7-day grace period. Reconnect to internet and reload.
  • Still stuck? → Email support with your domain and order number