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Family office real estate in Israel: the rental CRM

Published on 2026-10-16
12 min read

A family office holding Israeli rental nadlan needs a SaaS CRM, not an ERP. Kloyz keeps rent, leases, permissions and reports in one place.

Family office real estate in Israel

A family office manages one family's wealth. In Israel that wealth is often rental nadlan — in Hebrew נדל״ן מניב: apartments in Tel Aviv, Jerusalem or smaller cities. Kloyz is the SaaS the office buys to run rent, leases, tenants and reports. It is not a property-management company, and it is not a development ERP.

Many families have no office. Siblings inherit two or three apartments and one relative collects the rent. The need is the same: one version of the numbers, different rights per person, a file that survives a change of manager.

Family office, family, or residence manager

A single family office serves one family. The principal wants the monthly report, not the spreadsheet. A multi family office serves several families: each family has its own scope, and nobody edits another family's file.

A family that co-owns without a formal office hits the same friction: conflicting versions, one overloaded relative, a succession with no file.

A residence manager is the day-to-day operator, sometimes mandated by the family office. They open tickets and follow leases and collection. The principal and the lawyer stay on read access. Kloyz separates those roles inside one portfolio. Agencies that hold this mandate are on the agencies page.

CRM, SaaS, ERP: where Kloyz sits

Real-estate CRM. The system that holds owners, tenants, units and tasks. Kloyz is that CRM for rentals in Israel.

SaaS. The software is online, billed in shekels, with nothing to install. The offer starts at ₪199 per month for up to 15 apartments.

ERP. An ERP plans a group's resources: consolidated accounting, construction sites, payroll. Kloyz is not a Priority or SAP module. Israeli accounting goes out through Morning, Invoice4U, Rivhit or SUMIT.

Nadlan. נדל״ן is Israeli real estate. Kloyz is built for rental nadlan and income-producing nadlan, not for selling towers or plots.

Kloyz (SaaS CRM)General ERP
JobRentals, nadlan menivGroup accounting, sites
StartExcel import, a few daysAn integration project
Public pricefrom ₪199/monthLicence and integrator
LanguagesHebrew, French, English, RussianOften one
Family officeReports and permissionsNot the rental file

The commercial offer

What the family office buys is Kloyz: a 30-minute demo on the real properties, then a subscription. No published setup fee. Above 15 apartments: ₪15, ₪13 or ₪10.5 per apartment by tier. Above 200 apartments: a quote. Annual billing: 10% less. Detail is on pricing.

French-speaking investors

Many family offices and investors who hold apartments in Israel work in French or English and sign in Hebrew. The Kloyz interface and the WhatsApp assistant exist in Hebrew, French, English and Russian. The monthly report is the same document for a principal abroad and the manager in Tel Aviv. Owners who operate alone start from private landlords.

Permissions

The principal reads reports. The CFO or the lawyer sees documents and rent. The residence manager handles tickets, leases and collection. A user does not open another family's file. The model is on family offices.

FAQ

Does a family office need an ERP for real estate in Israel?


Not when the job is rentals. A group ERP does not hold leases, arrears and tickets. Kloyz is the SaaS CRM for that operation. Accounting stays in Morning, Invoice4U, Rivhit or SUMIT.

What is the difference between a family office and a co-owning family?


A family office is a team serving one family, sometimes several. A co-owning family has no formal structure: relatives share apartments. Both need one version of the rent and distinct rights.

Does Kloyz fit a residence manager?


Yes, on the scope assigned to them. They operate. The family office or the owner reads the reports. See also agencies.

What does a family portfolio cost?


₪199 per month up to 15 apartments, then a per-apartment price. Above 200, a quote. Annual: −10%. Start with a 30-minute demo.

Can a foreign investor work in English or French?


Yes. The interface, reports and WhatsApp assistant are available in English and French, next to the Hebrew of the leases and suppliers.

See pricing · Family offices · Property management software · Demo

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