REAL ESTATE CRM

A web-based, fully compliant and secure Real Estate and Property Management System powered by Salesforce.com

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Industry Challenges

Developers, brokers, and property managers are facing increasing competition and more challenging markets. Automation through CRM reduces costs, improves margins, and empowers smarter decisions through better customer analytics. From leasing to selling, managing to divesting, real estate companies need the proper tools for success.

The Cloud Concept Approach

REAL ESTATE CRM

 

Real Estate CRM is designed for property managers, developers, brokers, and investors who seek to automate their relationship with customers.
Real Estate CRM has the powerful tools you need to stay connected with owners and tenants in real-time, nurture deeper relationships, track key information about commercial and residential properties, including occupancy rates, primary tenants, and related cash flow and take your productivity, and business growth, to the next level.

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Benefits

  • Secure & fully branded portal for your tenants and owners
  • 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

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

They are using Real Estate CRM

Our customers have obtained better results from the capabilities we have introduced.

The Salesforce based customer community empowers our customers to request services on their device of choice and engage with us on a whole new level.
Fahad Yousef Al KhajaDirector – Government Relations | Global Village
Global-Village
dubai-south

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You will see how to improve your customer experience and drive more sells