Top 5 CRM Reports For Real Estate Business

real estate crm reports booklet


1. Sales Forecast Report:

Sales forecasts for the month, quarter, year, etc. help you make winning strategies and reflect on your organization’s & sales team’s strengths and weaknesses.

real estate crm sales forecast report


2. Sales person-wise Target Achieved:

Know how each sales person is performing. These reports help you spot your best and worst sales people. They also help you analyze, restructure and implement corrective steps in your sales marketing campaigns.

You can get more reports for product-wise / service-wise performance analysis in the demo.

real estate crm sales person wise target achieved


3. Lead Stage Report – Valuations

Lets you know which leads (revenue-wise) are in what stage of your sales pipeline so you can devise your plan of action for respective sections of your sales cycle. You can also get more lead reports sales person-wise, product-wise, branch-wise, region-wise, etc. to help you make informed decisions.

real estate crm lead stage valuations report


4. Lead Priority Report – Valuations

Get valuations of leads to track, analyze and prioritize all your sales follow-ups to service leads better and close deals faster.

real estate crm lead priority valuations report


5. Sales Target Achieved Report (Yearly)

Instantly shows your company’s set sales targets and performance for the current and previous years.

real estate crm sales target achieved reportResources on CRM For Real Estate Business:

1. Download Real Estate CRM Software Buyer’s Guide
2. Download Top Features for Real Estate CRM Software
3. Download Infographic on Real Estate CRM
4. Sign up to view Reports in Real Estate CRM Software
5. Hosting, security, compatibility, integration and customization details of Real Estate CRM Software
6. Sign up for a Real Estate CRM Software Demo

Do you want an obligation-free consultation on Real Estate CRM?

Contact our CRM Solution Architect via phone or email – Click here
Chat with our CRM Solution Architect (Mon-Fri, 10 am-5 pm IST) – Click here


For a Real Estate CRM,  here’s your venue!

Want more reads on Real Estate CRM? Head here.

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