REAL ESTATE ERP & CRM
Real Estate CRM is a end to end sales, marketing and Customer Relationship Management (CRM) tool developed on Salesforce platform by Cloud Experts team.
- Sales Activity Tracking: Get up-to date information about your sales executive’s activity. Whom they are meeting, when they are meeting, what was the outcome of the discussion etc.
- Inventory Information: Capture details information about each unit of your project. For example rate, size, facing, construction status, bi including project details, Site plan, floor plan etc.
- Inventory Status: You can track status units like Available, Booked, Sold, Blocked or Due for payment, not for sale etc.
- Project Information: Capture additional information like property Type, Rates, Payment method and plan, Bank details, Approved bankers for loan etc.
- Customer Information in a Single Page: Unit Logs , Unit Documents, Booking Details, Payment Schedules, Payments History, Reminders, Other Charges, Interest, Service Tax, Brokerage, Stamp Duty, Cancellation, Transfers, Refunds, , etc.
- Brokerage Calculation: It maintains complete account of Sales made through Brokers.
- Payment Status: How much payment is due, how much payment has collected client wise, project wise.
- Payment Reminder: Auto payment reminder to your CRM team and Customer.
- Payment Receipt: It can generate Payment Receipt on payment collection
- Reports & Dash Boards: More than 100 ready reports related to Marketing, Sales Enquiry, Sales Pipeline, Revenue Forecast, Properties, Payment Received, Payment Pending, Client Ledger, Installment, Brokerage due etc.
- Mass E-Mail: Our inbuilt Bulk Mailing system would enable Developers to communicate with customers about New Launches, offers etc.
- Property Hierarchy
- Construction Rate
- Land Rate
- Transfer Charges
- Cancellation Charges
- Agent Brokerage Rate
- Preferred Location Charges
- Parking Charges
- Other Charges
Customer / Account Information:
- Payment Schedule
- Record Payments
- Auto calculations of Service Tax
- Other Charges
- Interest on Over Due Payment
- Auto Brokerage Calculation
- Generate Payment Demand Notice
- Generate Payment Receipts
- Payment History
- Customer Documents
- Transfer Unit
- Cancel Unit
- Possession Letter Generation
- Create Agents
- Set Brokerage Rate
- Agent Ledger Account
- Pay Brokerage and Track Payment History
- Track Agent Performance
- Brokers can raise online booking requests for booking a unit.
- Brokers can track the status of the lead that they have given to the Developer.
- Brokers can view the booking details for the bookings done through them.
- Brokers can view the details of the payments that are to be made to them in due course of time.
Reports and Trend Monitoring
- Lead and Enquiry Report
- Marketing ROI Report
- Sales Funnel Report
- Sales Activity Report
- Inventory Report
- Payment Received Report
- Payment Pending Report
- Agent Brokerage Report, and many more…
Real Estate CRM: Product Brief
Lead & Activity Management
- Record all Enquiries
- Immediate Enquiry Acknowledgement to Client through Mail.
- Send Enquires to Sales Team with Email notification.
- Auto Follow up Reminders to respective Sales Executives
- Overdue activities follow up Reminders.
- Complete Track of each Enquiry Life. ( Enquiry, Site Visit, Offer & Negotiation, Booking, Agreement, Allotment, Handover etc)
- Track every activity on every lead by every sales executive on daily, weekly and monthly basis.
- Lead Source Analysis: Analyze the source of leads that gives you maximum leads, site visits and bookings.
Inventory / Units Status:
- Not for Sales
- Construction Linked
- Time Linked
Document Creation and Management System
- Easily create, customize and manage vital sales and closing documents like booking form, Sales Agreement, contracts, Demand Note, Payment Receipt, Handover etc.
- Maintain Archive of Internal and Customer Documents in a single place
- Documents are saved to the buyer’s record for a complete history of the transaction.
- Customer Booking Details
- Download Demand Letter and Payment Receipt
- View Latest project Status image and Video
- Get Payment schedule details
- Customers can refer their friends / relatives and collect points which can be redeemed against gifts.
- Log a case / complain and track the status of the complain online.
- Faster Booking Process
- Auto Rate Calculations
- Offer Discount at the time of Booking
- Payment Schedule Design
Permission based Access
- Staff Access
- Agent Access
- Client Access
- Identification of land
- Details of purchasing the land
- Land visit details
- Feasibility entry by various level
- Land agreement details
- Land registration details
- Land owner payment
- Land broker payments
Why Salesforce CRM:
- Simple and easy to use solution.
- Powerful and Simple to use.
- 360 degree Customer information in single page.
- Fully customizable solution based on your need
- Low Recurring Cost.
- Minimum Support required.
- Permission Based Access.
- 125000+ companies are using Salesforce CRM.
- 5000 Real Estate organizations are using Salesforce CRM.