Complete Guide to Property Management in Tesoro CRM
Manage 1085+ properties with powerful tools for tracking, matching and automation. Learn everything about property management in Tesoro CRM.
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What is property management in Tesoro?
Property management overview video
8-minute overview of all property management capabilities
Property types you can manage
Tesoro CRM supports all common property types for the real estate market:
Residential real estate
- Apartment: Flats, studios, penthouses
- House: Single-family homes, townhouses, villas
- Land: Building plots, agricultural land
Commercial real estate
- Office: Office spaces, business centers
- Retail: Shops, hospitality venues
- Industrial: Warehouses, storage facilities
- Mixed-use: Combination living/working
Each property type has specific fields and characteristics relevant to that type.
Core functionalities
Basic property information
Each property contains essential information such as address, price, surface area, number of rooms and status. Tesoro's address-lookup with Mapbox provides automatic geocoding and map display.
30+ property features
Track detailed characteristics:
- Outdoor: Pool, garden, patio, parking (garage/open/carport), terrace
- Systems: Heating type, hot water system, kitchen type
- Windows: Material, location, type, orientation
- Building: Floor type, condition, renovation level
- Furnishing: Furnished, semi-furnished, unfurnished
- Energy: Energy label (consumption and emissions)
Media management
Upload and organize unlimited photos, videos and virtual tours. Cloudflare hosting ensures fast loading and automatic optimization.
Document management
Store all property-related documents: contracts, certificates, floor plans, technical reports.
Automation and matching
AI-powered lead matching
Tesoro's intelligent matching algorithm automatically links properties to suitable leads based on:
- Property type matching
- Location preferences
- Price range matching
- Size and room requirements
- Specific features and amenities
The system calculates a match score (0-100) and ranks suggestions by compatibility.
Portal integration
Automatic sync with:
- Idealista: Automatic property updates
- Fotocasa: Direct publishing and sync
- Custom portals: XML/JSON feed support
Changes in Tesoro are automatically applied to all connected portals.
Client portal
Generate a public portal where potential buyers can:
- View available properties
- Show interest
- Request viewings
- Leave notes
Workflow and status management
Property statuses
Track the lifecycle of each property:
- Active: Available for sale/rent
- Inactive: Temporarily offline
- Sold: Sold
- Rented: Rented
- Draft: In preparation
Complete history tracking
Tesoro automatically tracks:
- Status changes with timestamp
- Price adjustments
- Viewings and meetings
- Communication with owners and buyers
- Media uploads and document changes
Batch operations
Work efficiently with multiple properties:
- Bulk status updates
- Batch price adjustments
- Group property exports
- Multi-property portal publishing
Get started with property management
Frequently Asked Questions
How many properties can I store in Tesoro CRM?
Tesoro CRM supports 1085+ properties without performance loss. There is no hard limit, but we recommend archiving inactive or old properties for optimal performance.
Can I import properties from other systems?
Yes! Tesoro supports CSV/Excel import, XML feeds (Idealista, Fotocasa), and custom JSON imports. See 'Property Bulk Import' for details.
Are property changes automatically synchronized with portals?
Yes, when you have set up portal integration (Idealista, Fotocasa), all changes in price, status, description or media are automatically synchronized. You can also trigger manual sync.
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