Real Estate CRM

Real Estate CRM is a web-based, fully compliant and secure Real Estate and Property Management System powered by Salesforce.com. Automated processes and workflows allow for efficient process management. The fully branded portal enables customers to engage with your brand and request services from their device of choice.

Benefits of Real Estate CRM

  • Secure & fully branded web portal
  • Efficient process management
  • 1-to-1 client relationship management
  • Convenient customer engagement & servicing on device of choice
  • In depth analytics to support decision making
  • Seamless integration with existing systems

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Salesforce Real Estate CRM is available as a complete solution or on a per-module basis.

Sales and Marketing

Whether it’s property sales or leasing, Salesforce for Property Management allows you to create rich customer profiles and to capture and track prospects through the entire sales cycle. Access alerts, assign tasks and collaborate with team members all from the Salesforce platform. Then nurture deeper relationships by staying in touch with proactive tracking and event alerts that remind you to reach out when customers need you most.

  • Full customer profile and classification by size and other attributes
  • One-click document generation, like offers and reservation forms
  • Activity management and email tracking fully synchronized with Outlook and Google Mail
  • Rich, real-time reports and dashboards

Lease Management

Maintain a strong relationship with tenants and customers with 360-degree views of their tenancy contracts, units, and other information. Keep track of customer interactions and your leasing managers’ activities and performance in real time.

  • Keep track of tenancy contracts
  • Full inventory management by unit, floor, building, and any hierarchy
  • Capture and manage customer requests
  • Track step-by-step actions based on internal and external SLAs
  • Send automatic notifications to customers

Receivables Management

Never miss a payment due with the automated Receivables Management Module. Generate invoices and track payments based on predetermined or customized payment plans.

  • Automatically calculate payments throughout the customer lifecycle
  • Generate invoices and track payments and overdues in real-time
  • Send automated payment reminders to customers
  • Generate customer account statements automatically

Compliance

Stay compliant with full KYC information and validity, including detailed information yearly or more frequently. Speed up the approvals of new and existing customers with automated approvals and workflows.

  • Know-Your-customer submission, approval, and renewal
  • Full audit trail on all user activity and data

Inspections

Manage facilities inspections in real time with a dedicated app for Android and iOS tablets, including GPS coordinates, camera integration, and offline/online synchronization through GPRS or Wifi.

  • Empower your field inspection staff with information on their tablets
  • Capture inspection information based on pre-designed checklists
  • Track locations, times, and length of inspections via GPS
  • Issue fines, notices, or warnings on the spot using portable Bluetooth printers

Customer Portal

Turn your website into a fully functional extension of your front office with your own customer portal, complete with requests, customer profile, account statements, and much more.

  • Secure customer access using the same credentials as the mobile app
  • Accessible from anywhere at anytime
  • Fully branded and customized

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