Real Estate CRM Feature List

 

Scenario of Real Estate Industry & CRM forReal Estate business

The Indian Real Estate sector is experiencing  a plenty of regulatory reforms in recent times. The government seeks to bring transparency in the real estate sector with the aim to attract foreign capital. These reforms will reap the benefits in the coming 3 – 7 years. The government also has some highly ambitious projects like the development of 100 smart cities lined up for the near future. It is evident that the Real Estate sector is about to experience a great push.

With increasing business opportunities it becomes crucial for Real Estate sector players to manage, organize and monitor their sales and client winning activities. A timely track of these activities will help Real Estate businesses to make careful decisions. A constant review of “ where do we stand ?” is needed to make required changes in business strategies. To accomplish all these objectives, a Real estate CRM comes to help!

Real Estate companies in UK, UAE, USA, India and many more are adopting CRM software to optimize the growth trends. A Real Estate CRM covers all the vital aspects of sales processes like lead & client management, follow up efficiency & property management. It lets you dive into details as well as gives an overall view of your sales performance. The year 2020 is looked upon with high hopes by the Real Estate sector. Real Estate CRM will help to translate these hopes into reality!   

 

Modules of Real Estate CRM:             

1. Sales Target Module

This module helps you:

– Set, track and closely observe sales targets for your Real Estate business and sales people respectively.

– Monitor your revenue growth.

– Know & administer the sales performance of your business and sales teams.

 

2. Lead Management Module

This module lets you:

– Add multiple leads.

– See the status of each lead follow-up and prioritize leads to close more deals quicker.

– Categorize and allocate leads as per your desire.

– Foresee your business’ scope of growth with sales forecasts.

 

3. Follow-up Modules: Call, Email, SMS & Visits Module

These modules let you:

– Make follow-up calls, emails & sms with leads.

– Schedule follow-up calls, emails, sms and site visits with leads.

– Set reminders for follow-ups, calls and site visits.

– Precisely know how the site visits are faring.

 

4. Bookings Module

This module lets you:

– Add bookings of flats / shops.

– Know your prospective business via the bookings done.

 

5. Loans Module

This module lets you:

– Handle loan processing for several property buyers.

– Know your monetary benefits from loan procedures.

 

6. Registration Module

This module lets you:

– Know all the registrations done.

– Track payments & send reminders to clients.

 

7. Receipts Module

This module lets you:

– Generate receipts for the payments received from your clients.

 

8. Quotation Management Module

This module lets you:

– Create and send multiple quotations.

– Know the quotation status, add closing dates, save versions and payment collection details.

– Users can share quotations with other users in the CRM.

– Send quotations to higher authorities of your organization for quotation approvals.

 

9. Client Module

This module lets you:

– You can add contact details of clients.

– Assign, categorize, and communicate seamlessly with your clients via calls, emails and sms.

 

10. Projects Module

This module lets you:

– Add & regulate sales relevant aspects of projects.

– Feed-in their specifications, flat & shop capacity, etc.

– Assign sales people & agents for respective projects.- Add their pricing details & monitor project wise sales in real time.

 

11. Flats Module

This module lets you:

– Feed-in numerous flats & their details.

– Allocate sales people & agents for flats of respective buildings.

– Know the flat bookings & progress status.

– Add structural & pricing specifications of each flat.

 

12. Agents Module

This module lets you:

– Add & manage multiple agents & their respective details.

– Specify & manage their commissions & payments.

– Spot your best & worst performing agents.

 

13. Builders Module

This module lets you:

– Add details of multiple builders.

– Know the roles & responsibilities of each builder.

 

14. Commission Module

This module lets you:

– Bifurcate agent & sales employee commissions / incentives respectively.

– Know the pay dates & commissions / incentives to be payed accordingly.

 

15. Commission Due Module

This module lets you:

– Stay updated about the commissions due for agents.

– Generate invoices for the same.

 

16. Invoice Due Module

This module lets you:

– Create invoices for respective payments.

 

17. Tasks module

This module lets you:

– Add multiple tasks and their descriptions.

– See the completion status, priority and end date of every task.

 

18. Contacts Module

This module lets you:

– Store, modify and delete contact details of clients.

– Save important dates regarding products and services purchased.

– Set reminders for payments, etc.

 

19. Calendar Module

This module lets you:

– Serves as a calendar.

– Let’s you mark important dates relevant to your business, employees, leads and clients.

 

20. Import Data Module

This module lets you:

– Import your existing data clients, contacts, policies, renewals, showroom car details, workshop car details, etc.

– Know who imported the data.

– Helps you avoid data duplication.

 

21. Announcement Module

This module lets you:

– Make and schedule announcements internally to the people within your organization and system.

 

22. Company Module

This module lets you:

– Add and manage your company and branch details, save and know basic contact details.

– Add, modify and remove contact details & designations of employees according to departments.

 

23. Tags Module

This module lets you:

– Create & customize tags

 

24. Pending Data Module

This module lets you:

– Know exactly what data is pending throughout your leads, clients and contacts.

 

25. Mass Email / Greeting Module

This module lets you:

– Send mass emails to clients and leads.

– Helps you run email marketing campaigns.

 

26. Birthday & Anniversary Module

This module lets you:

– Wish Clients via emails & sms

– Set reminders for the same

 

27. Reports Module

This module lets you:

– Get real-time insights into the finest details of your business sales.

 

28. User Module

This module lets you:

– Add new users in the system.

– Specify and know their roles & titles.

– Grant access permissions to various modules.

– Also, categorize the users as per their departments, branches and designations.

 

 

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