Real Estate CRM Solution CRM Modules CRM Companies

Real Estate CRM Solution

CRM Modules • CRM - Companies and contacts - List & details - Professional data and customized - History of activities (reports and tasks) - Documents - Prescribers, Agents and contacts - Prospects & Clients - List & details, Extranet connection - Professional data and customized - History of activities (reports and tasks) - Documents - List & details - Professional data and customized - (Link to the prescribers, campaign origin, Marketing) - Emailing - Creation of segments, audiences - Emailing creation / management - Emailings sending Analysis & reports - Projects status Contacts / day / projects Monthly Reports Sales reports Marketing reports & ROI

Real Estate Modules Projects and bookings • List of projects Projects Management Apartment Management Attribution of Apartments booking Management of marketing documents for prescribers • – Management of Internal documents – Analysis (number of appartments by type, by booking step) – – – • Prescribers Extranet – Projects list – Details of the projects, apartments and documents associated Documentation Management – Upload of documents by criteria (Project, type, department, security, …) – List of documents with filters and security rights – Search engine of documents with filters Human resources management – Employees list (team) – Details of the employees and sales activities reports – Sales objectives – Management of the connections and the logs – Holidays management

Backoffice Modules • Administration • Management of dictionnary tables (Cities, Countries, Sectors, revenues range, …) • Emailing template management • Merge of data • Importation of Clients & contacts from CSV, Excel • Creation of customized fields • Management of rights and authorizations

Dashboard

Detail of one project

List of apartments

Book an apartment

Booking Workflow

Sales activity creation

Details of a company

List of marketing campaigns

Emailings List

Emailing view

Book an apartment (2)

Calendar of sales people

Create a promotion

Management of rights

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