The First Fully Customizable All-In-One Real Estate CRM & ERP for Your Unique Business Needs!
Manage property inventories and a growing customer base while optimizing sales pipelines and maximizing ROI with a real estate CRM.
How Does a Real Estate CRM & ERP Enhance Your Process?
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The Ultimate CRM for Your Residential, Commercial, and Industrial Real Estate Businesses
Accelerate property sales with automation – capture leads, schedule site visits, and drive conversions with 100% buyer engagement.
Marketing Automation
The real estate sales process demands extensive marketing campaigns to build brand awareness, attract buyers, generate qualified leads, and showcase properties. Office24by7 CRM automates these efforts with custom marketing flows, enabling seamless message sequencing across multiple outbound channels. It also provides lead source tracking across platforms and automates acknowledgment messages to both agents and customers, ensuring efficient and professional communication.
Sales Management
Your real estate sales process is unique, whether you specialize in apartments, houses, commercial spaces, or land. Generic sales CRMs often fail to align with your specific workflow, making it challenging to manage leads from diverse sources and distribute them effectively among agents. Office24by7 CRM eliminates these challenges with complete customization to match your unique sales process. Tailor the platform to your needs and leverage multiple lead distribution methods to ensure efficiency and precision in managing your sales pipeline.
Post-Sales Management
The sales journey doesn't end with the buyer making the payment and purchasing the property. Post-sales, agents or brokers must coordinate with clients to ensure proper documentation, share payment details, and communicate project updates clearly. Office24by7 Real Estate CRM streamlines this process with centralized communication tools, including WhatsApp, RCS, Email, Voice, and SMS, enabling seamless tracking and efficient post-sales management.
Communications
Office24by7 Real Estate CRM enhances communication both internally and externally. Our internal communication tools enable seamless coordination among agents and teams, ensuring efficient task management and project completion. Additionally, the CRM facilitates communication with external parties, including leads, customers, and stakeholders, ensuring no gaps in information and maintaining smooth interactions throughout the sales process.
Project Management
Office24by7 real estate CRM streamlines project management for villa or apartment projects by effectively handling customization requirements, approval processes, implementation, and tracking. You can capture client preferences and design modifications, ensuring clear communication with development teams. You can automate workflows for approvals, keeping the project on schedule and ensuring compliance. During implementation, you can assign tasks, track progress, and get real-time updates on milestones and status, enabling proactive management. Keep clients informed about project status, inspections, and handover schedules, ensuring transparency and trust.
Inventory Management
Enhance inventory management with a centralized platform to track and manage available properties, including villas, apartments, commercial spaces, and land. Get real-time updates on property availability, ensuring that sales agents have accurate information when interacting with potential buyers. The real estate CRM helps categorize inventory based on property type, location, price range, and features, allowing for easy filtering and targeted marketing efforts. It also tracks property status, including whether it's under construction, ready for possession, or sold, providing agents and management teams with full visibility.
Channel Partner Management
Ensure efficient lead management and prevent data inconsistency with Office24by7 real estate CRM, by enabling channel partners to easily register leads without duplication. It allows partners to access and showcase the latest offers, promotions, and sales history, enhancing brand visibility and supporting marketing efforts. Partners can post project-related creatives on various social platforms like Facebook, Instagram, Twitter, etc., further amplifying brand presence. The real estate CRM also offers partners the ability to download brochures, layouts, and project details.
Data & Document Management
Centralize all key documents and provide secure access controls. Easily store and manage proposals, property documents, and legal paperwork, ensuring quick retrieval and seamless collaboration. Office24by7 real estate CRM provides the admin complete authority to allow users permissions to add, edit, or delete documents. This enables property managers and agents to control access based on roles and responsibilities. It also maintains a log of document changes, tracking who made modifications and when, ensuring transparency and accountability.
Accounts & Billing Management
Simplify accounts and billing management by providing a centralized platform to track payments, invoices, and financial transactions related to property sales and rentals. Automate invoicing processes, generating accurate invoices for buyers and tenants based on the agreed terms, and ensures timely payments by setting up automated reminders. The system tracks outstanding balances, payment statuses, and generates reports for quick access to financial data, making it easier to monitor cash flow. Additionally, the CRM helps manage commission structures for agents, calculating their earnings based on sales and ensuring transparency in payments.
HR Management
Streamline employee-related processes, improving coordination, and enhancing overall efficiency. Easily track employee details, including roles, responsibilities, and performance metrics, providing a centralized platform for HR teams to manage personnel information. Office24by7 real estate CRM simplifies task allocation by helping managers assign roles and track employee progress in real-time, ensuring clear communication and accountability. It also integrates with other HR systems for smooth payroll processing, attendance tracking, and performance evaluations.
Performance & Reports
Enhance performance tracking and reporting by providing comprehensive analytics tools that help monitor key performance indicators (KPIs) across sales, marketing, and operations. Get real-time tracking of lead conversions, sales cycles, and agent performance, with insights into which strategies are working and where improvements are needed. The CRM generates detailed reports on various metrics, such as sales volume, commission payouts, customer engagement, and campaign effectiveness. Customizable dashboards give users a clear overview of project progress, agent productivity, and market trends, while automated reporting saves time by generating reports at regular intervals.
Office24by7 Integrations for Real Estate CRM Software
A large library of integrations that are specifically tuned to meet all real estate businesses.
Features That Set Office24by7 Real Estate CRM Apart
Free CRM Software
Enjoy the best Real Estate CRM tool that is available at no cost, offering core CRM functionalities for managing leads and deals.
Omni-channel
Integrate multiple channels (e.g., voice, SMS, WhatsApp, RCS, email) for a consistent customer experience with our unified communication platform.
Dashboards
Visual representations of key performance metrics and real-time data for monitoring sales and customer interactions.
Archives
Save and access historical data, documents, and communications for future reference.
Integrated Cloud Telephony
Experience seamless communication through voice calls to connect with potential buyers through in-built cloud telephony.
Calendars
Scheduling appointments, meetings, and reminders to track important dates and events related to sales and leads.
Filters
Sort and search leads, deals, and other CRM data based on specific criteria using customizable filters.
Add-ons
Extend the functionality of your CRM by integrating additional features or extensions.
Email Marketing
Get access to tools for creating and sending bulk emails to leads and clients, along with tracking email campaign performance.
Tasks
Create and complete tasks related to sales and other activities. Collaborate with internal teams by assigning, tracking, and monitoring tasks.
Views
Save the filters as views to easily access the data later with a simple click.
Advanced User Privileges
Ensure appropriate permissions and security within the CRM system with customizable access rights and roles for users.
Quotes & Invoices
Generate customized quotes and invoices for transactions with clients or customers.
Reports
Generate detailed reports on sales performance, lead conversions, financial transactions, and other CRM activities.
Lists
Save the filter view as a list to execute any action or campaign on the records. Use static lists to maintain fixed records, and dynamic lists to automatically update entries as changes occur in the original data.
API Integrations
Connect and integrate the CRM with third-party tools, software, and services using APIs.
Why Get a Real Estate CRM Software?
Read more about why real estate CRM software is becoming a critical requirement for companies of small, medium, and large sizes from top-rated resources.
How a Sales CRM Software Helps Real Estate Businesses
Real estate involves the most significant purchase in a person’s life, so giving them the best experience is very important. Establishing lasting connections is deeply personal, therefore requires the use a Real Estate CRM. Read here!
22 Feb 2024
Know Everything About Sales CRM and Why Your Business Needs It.
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How Does Cloud Telephony and CRM Integration Benefit Business?
No more customer service juggling! Cloud telephony and CRM integration unlock a new era of responsiveness, placing you at the helm of exceptional customer experiences. Learn all about it here!
18 Jun 2024
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