Real Estate CRM Solution CRM Modules CRM Companies

  • Slides: 20
Download presentation
Real Estate CRM Solution

Real Estate CRM Solution

CRM Modules • CRM - Companies and contacts - List & details - Professional

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

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,

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

Dashboard

Detail of one project

Detail of one project

List of apartments

List of apartments

Book an apartment

Book an apartment

Booking Workflow

Booking Workflow

Sales activity creation

Sales activity creation

Details of a company

Details of a company

List of marketing campaigns

List of marketing campaigns

Emailings List

Emailings List

Emailing view

Emailing view

Book an apartment (2)

Book an apartment (2)

Calendar of sales people

Calendar of sales people

Create a promotion

Create a promotion

Management of rights

Management of rights

Thanks for your attention bbarrier@atemiscloud. com www. atemiscloud. com

Thanks for your attention [email protected] com www. atemiscloud. com