Real Estate Property Sales & Bookings Management
Qualify, Prioritize, Engage & Improve Sales Closures.
Real Estate Sales & Bookings Management Module has all required features for managing a qualified lead and moving towards sales closure. Managers can view all hot deals along with activities, expected close date & values as the deal progresses.
- Convert Leads to Bookings
- Sales Forecast with Value
- Sales Funnel with Probability
- Win/Loss Analysis with Details
- Customer Meetings & Notes
- Closure & Payments
Real Estate Sales Booking Management
Lead to Booking Conversion
Convert your qualified leads to Bookings with stages in single click
Booking Stages with Value
Customize Booking Stages as per your business needs & maintain value.
Properties & Projects
Manage projects, builder & properties details in one place.
Agreements & Documents
Upload and maintain agreements, marketing, sales documents in CRM.
Brokers & Commissions
Manage Sales Associates or agents along with contact details & commissions.
Bookings & Payments
Manage booking value, other charges, final agreed price along with payment details.
Sales Forecasting & Probabilities
Forecast sales for this month, quarter based on booking expected close date.
Sales Funnel & Sales CRM Status
Visualize sales pipeline in funnel view & improve sales conversion ratio.
Opportunity Prioritization
Prioritize Opportunities based on the probability to improve sales conversion.
Sales Opportunity Reports & Business Intelligence
User Wise Sales Opportunities
User wise Sales Opportunities along with stages & expected close date.
Opportunity Ageing Reports
Opportunity that are not updated for the last 3 days & beyond are shown with ageing details.
Sales Forecast Report
Forecast Sales for this month, quarter or year based on sales opportunity expected close date.
Booking Activities Reports
Sales team's calls, visits against a particular opportunity along with status, date & time.
Booking Stage & Probability
Prioritize bookings based on stages and probability of closure.
Sales Funnel Reports
Sales Funnel report based on booking status. The sales funnel shows the details of sales conversion ratio.
Sales CRM Salient Features
Lead Automation
Automatically capture leads from Property Portals like 99acres etc..
Leads/Property Buyers
Specific Lead screen to capture customer interests
Bookings/Sales Closure
Manage customer bookings with property/project details
Property Master
Property Master to maintain information like flats, plots etc...
Site Visits, Sales Calls
Plan, Assign & Track outcome of site visits.
Telecaller Performance
Measure telecaller performance by tracking new & follow up calls.
Broker/Agents Master
Broker Master with broker contact & commission's details
Client Communication
Send automated, manual SMS, Email communications.
Up & Cross Selling
Upsell & Cross Sell other related services.