Real Estate Portfolio & Customer Management System
From portfolio to customer, from a live-chat showcase site to commission reports: your real estate office's entire operation on a single platform.
At real estate offices, portfolios scatter between Excel and WhatsApp; it is forgotten which customer is interested in which property, multiple agents unknowingly contact the same customer, and leads from the website are lost. The result: missed opportunities and untraceable commissions.
The PetroDATA Real Estate Management System eliminates this disorder. The management panel, the public showcase site and the mobile app for agents run on a single central system. Portfolio, customer, agent, finance and reporting draw from the same source of truth.
Its strongest point: a visitor on the showcase site is instantly connected to the right agent via **live chat** from the property page; every message is recorded and the chat converts to a customer card with a single click. Your website becomes a channel that automatically feeds customers into your CRM.
Managing fuel means managing cost
Measurable cost
In most businesses, fuel is the largest yet least visible expense. When you measure real consumption per vehicle and equipment, you see clearly where you can save.
Preventing loss & leakage
Unauthorized refueling, overfilling and unrecorded withdrawals erode the budget unnoticed. Automation puts every drop on record and closes this leak at the source.
Digitalization & compliance
Audit-ready digital records instead of manual slips and Excel. With ERP integration and compliant reports, your operation becomes transparent and reconciled.
What does it offer?
Portfolio Management
For sale/rent/transfer; location, m², rooms, title-deed status, price and map pin. Portfolio profile with QuestPDF.
Customer Management (CRM)
Buyer/tenant/owner/investor cards; source tracking and customer-portfolio matching.
Live-Chat Widget
Connects the showcase visitor to an available agent; all messages logged, converted to a customer with one click.
Agent Management
Role-based access; the agent manages their own portfolio and customers and works from mobile in the field.
Finance & Reporting
Commission, income-expense, profit-loss and agent performance/conversion reports.
Showcase Site (SEO)
Portfolio pages indexed on Google via SSR, filters, map and automatic sitemap.
From installation to reporting, an end-to-end process
You run the entire process from survey to live monitoring with a single point of contact.
Survey & Analysis
We inspect your site, your existing tank/pump infrastructure and your vehicle fleet on-site; together we define the installation and business model that suits you best.
Installation & Commissioning
We integrate the hardware into your existing system, commission the automation and train your team. On remote sites it runs off-grid with solar/GSM solutions.
Real-Time Monitoring
Every refueling is recorded automatically with the vehicle, operator, liters and location; tank level and all movements are monitored in real time on one panel.
Reporting & Reconciliation
Consumption, cost and stock reports are produced automatically and reconciled with your ERP and accounting systems. You get alerts for anomalies and leaks.
Frequently asked questions
How does it convert a website visitor into a customer?+
The visitor is connected to an agent via live chat on the property page. As the chat ends, it converts to a customer card with a single tap and is matched with the relevant property; the entire message history remains on record.
Can agents use it from the field?+
Yes. There is a React Native mobile app for agents; new chat requests are delivered via push notification and can be answered from mobile.
Can we work as a team with role-based access?+
Yes. The manager sees all data and past chat records; each agent accesses only their own portfolio and customers.
Put every drop of fuel on your site on record
Talk to our team for a free assessment and demo. Together we'll define the setup and business model that fits you best.