Best Real Estate CRM Software for 2020 | Lead Management Module
Real Estate CRM Software - Lead Management Module
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

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