Smart Management Dashboard

The **Management Dashboard** is the beating heart of the PropTech ERP, providing managers and supervisors with a complete, real-time overview of their real estate agency at a glance. Designed as a modular and fully Persian interface, it presents all key organizational information through statistical cards, analytical charts, and Key Performance Indicators (KPIs).

The statistical cards at the top of the dashboard provide real-time insights into property statuses, including **Pending Review, Approved, Deposit Paid, Contracted, and Cancelled**, along with overall customer statistics and active processes. Each card is designed with a dedicated color and icon, allowing managers to understand the overall status of the organization within seconds.

The charts and analytical indicators evaluate the performance of the sales team and real estate agents based on key metrics such as **conversion rate, follow-up rate, number of property viewings, number of contracts, and customer acquisition source performance**. These metrics help managers identify the strengths and weaknesses of their teams and make strategic, data-driven decisions.

The dashboard also provides quick access to different areas of the system, including **property listings, customers, processes, and reports**. The displayed content is dynamically adapted based on the user's role—such as **Manager, Supervisor, Agent, or Call Center Operator**. This role-based personalization optimizes the user experience and efficiency for each type of user.

The entire section is implemented with a **fully right-to-left (RTL) layout, Persian numerals, an elegant font, and a responsive design**, providing a smooth and consistent experience across all devices, including desktops, tablets, and mobile phones.

Smart Real Estate File Management

The **Property Listing Page** is the center of daily operations for real estate agencies, where all property listings are displayed in a structured, searchable, and filterable format. Each property is presented as a dedicated card containing the main image, a unique display code (such as `P-00001`), title, location, legal and secondary usage, unit status, building and unit orientation, deed and completion certificate status, ownership share, area, number of rooms, and—most importantly—both the total price and price per square meter displayed simultaneously.

At the top of the page, live statistical cards display property statuses such as **Pending Review, Approved, Deposit Paid, Contracted, and Cancelled**, allowing managers to instantly understand the overall status of their real estate office.

An advanced search system with dozens of specialized filters enables precise property discovery. Available filters include **display code, property type, legal usage, secondary usage, status, contract type, location (province, county, and neighborhood with multi-select support), purchase price range, rent and deposit range, area, number of rooms, units per floor, number of building floors, construction year, parking, newly built status, building and unit orientation, unit status, completion certificate and deed status, deed type, ownership type, ownership share, property amenities (multi-select)**, as well as management-level filters such as **agent, supervisor, and registered by**, which are available specifically to managers and call center operators.

Each filter is intelligently combined with the others, and results are updated dynamically. Numbers entered into price fields are automatically formatted using **three-digit separators and Persian numerals**. After the filters are applied, the advanced filter panel automatically collapses to provide more space for viewing results, while the number of active filters is displayed as a red badge on the filter button.

Property cards are fully **responsive**, providing an optimized layout across desktops, tablets, and mobile devices. Each card includes action buttons such as **View, Edit, Delete/Restore**, which are displayed according to the user's access level. The system also supports sorting by **Newest, Most Expensive, Least Expensive, Largest, Smallest, and Display Code**.

This page combines **data-driven functionality, advanced search capabilities, and user-friendly Persian UI design**, elevating the experience of managing real estate listings to a fully professional level for real estate agents.

Customer & Property Registration in Seconds — Paperless, Error-Free

In the heart of the Parmi Estate Management system, two fundamental processes form the foundation of the entire transaction cycle: property registration and customer registration. These two processes not only constitute the system's core data, but also serve as the primary input for the smart matching engine, case management, contracts, commissions, and reporting.

Property registration begins with capturing the owner's information, and the system automatically creates or updates the owner's user account. Then, the complete property details are recorded — including type, usage, contract type, sale and rent pricing, physical specifications, geographic location on the map, amenities, images, and videos. A display code P-00001 is generated automatically, and the geographic coordinates are stored for display on the public website.

Customer registration starts with basic information and a mobile number. Based on the customer type (buyer, tenant, pre-buyer, developer, investor), the budget fields, preferred areas, property and usage types, requirements, and technical specifications are captured intelligently and conditionally. A display code C-00001 is generated, and the customer immediately enters the case management workflow.

Both processes leverage score-based duplicate detection to prevent parallel data entries. The forms are designed with dynamic fields, server-side validation, Jalali date storage, and Soft Delete. After registration, the 23-factor matching engine automatically calculates the best customer-property pairs with precise scoring, smoothing the transaction path from the initial call to the contract and after-sales service.

Province, City & Neighborhood Settings

The location management system in Parmi is designed hierarchically: each province contains multiple cities, and each city contains multiple neighborhoods. Administrators can fully manage provinces, cities, and neighborhoods through the internal panel — adding, editing, activating/deactivating, and setting the geographic coordinates of each region's center. Bulk import from Excel is also supported, allowing hundreds of cities and neighborhoods to be registered in seconds. Location selection in customer and property registration forms is dynamic and cascading; selecting a province automatically loads its cities, and selecting a city automatically loads its neighborhoods. The geographic coordinates of each region are stored for use in maps and distance calculation within the matching engine.

Call Center Menu — The Beating Heart of Parmi Operations

The call center in Parmi is the entry point and quality control hub of the entire transaction cycle. Call center operators access all operational tools from this menu: expert assignment for confirmed customers, customer approval before entering the workflow, file verification to ensure property data accuracy, note management for logging call reports and important remarks, and after-sales service for following up on customer and owner satisfaction. Each note can be recorded for a specific audience (public, supervisor, call center) and finalized with call center approval. This menu is designed so that operators can complete all their daily tasks in one place without switching between pages — from initial approval to final follow-up.

System Management Menu — Full Control Over Users, Roles & Permissions

The system management menu in Parmi is the platform's access control and security hub. From this menu, the admin accesses three key sections: User Management to view, add, edit, activate/deactivate, and assign roles to users; Role Management to define dynamic roles (supervisor, expert, call center, meeting chair, accountant, contract officer, etc.) with display title, description, and active/inactive status; and Permission Management to define low-level access rights with unique codes, grouping, and descriptions. Each user can hold multiple roles simultaneously, and their access is verified across all views through a combination of roles and permissions (perimissin_list and perimissin_group). This architecture allows Parmi to define new roles and manage access dynamically without any code changes. Helper methods has_role, has_any_role, has_all_roles, and has_permission on the User model make permission checks possible in a single line of code.

Expert Menu — Smart Customer Follow-up, from Call to Contract

The expert menu in Parmi is the daily toolset for sales and rental specialists. From this menu, the expert accesses all operational tasks: a dedicated dashboard with active customer stats, ongoing cases, and upcoming deadlines; customer management to view, register, and edit assigned customer information; file management to review properties, calculate matches, and introduce them to customers; a contact pending list showing the 24-hour deadline and overdue alerts; and visit management for scheduling, recording results, and referring to negotiation meetings. At each stage, the expert updates the process status, and the system automatically calculates deadlines and sends alerts to the supervisor in case of violation. All actions are logged in ProcessLog for full traceability. The expert can add specialized notes, submit introduction reports, and finally close the process by converting to contract or cancelling.

Supervisor Menu — Team Management, Process Oversight & Quality Control

The supervisor menu in Parmi is the command center for expert teams. From this menu, the supervisor oversees all activities of their assigned experts: a dedicated dashboard with live team stats — number of active experts, ongoing cases, overdue processes, and success rate; a process list with advanced filters by status, expert, priority, and deadline; a process archive for reviewing closed cases (successful, failed, cancelled); and supervisor alerts (SupervisorAlert) that are automatically sent when an expert misses the 24-hour deadline for contact, introduction, or visit result registration. The supervisor can assign or reassign an expert to a customer (assign_expert_to_customer), and with each change, deadlines are automatically reset. They can also approve experts' introduction reports and stay fully informed of each case's progress. This menu allows the supervisor to lead their team and ensure service quality without switching between pages.

Meeting Chair Menu — Leading Negotiations, from Visit to Final Agreement

The meeting chair menu in Parmi is the control room for the critical negotiation stage. From this menu, the meeting chair manages all negotiation meetings referred by experts: a meetings dashboard showing today's meetings, upcoming meetings, and meetings awaiting results; meeting details including full customer information, the visited property, the expert's report, and process history; and meeting result registration with multiple options — agreement reached (sent to contract unit), postponed, cancelled, or customer not interested. The meeting chair can record the meeting status (pending, held, cancelled, postponed), add specialized notes, and upon agreement, send the case with CONTRACT_PENDING status to the contract unit. This action automatically locks the customer and property (IN_MEETING) to prevent simultaneous referral to other experts. All actions are logged in ProcessLog, and the meeting result remains traceable until final approval.