A Tailored CRM for Real Estate
Lead Management Module
Lead Management Module is designed to handle all new enquiries received by your sales & marketing team, Lead module provides various CRM facilities such as activity trackers, comments, emails & automated workflows on
top of the below mentioned core functionalities.
- Manage sales team and individual KPIs
- Sales pipeline view with extensive reporting
- Templated quotes and services
- Rich Text Editor for custom quotes & contracts
- Quote approval workflows
- Multiple unit types and amenities
- Unit availability & reservation
- Visual representation of occupancy status of various facilities, blocks etc.
- Manage multiple contract versions, revisions, updates & terminations.
- Contract approval workflow
- Privileged contract for restricting access to financial info in original contract
- Receive email & mobile notifications when specific watched triggers occur in the application
- Allocate finalised units to clients
- Automatic notifications to property managers for new client on-boarding
- Self-service portal for client in the application