Real Estate CRM Customization
Customize the CRM to Suit Your Business Processes
Real Estate CRM Customization Module helps administrators to customize the software as per business requirements. Forms, Fields, Views, Emails, SMS, Product Logo, Templates, Reports, Dashboards are all customizable to suit client requirements.
- Customize Forms, Fields, Reports
- Customize Email, SMS Templates
- Email/Web to Form Integration
- Integrated with Leading Systems
Form & Fields CRM Customization
New Fields
Add or remove fields such as text, dropdown as per your business requirement.
Rename Fields
Rename existing fields or modules to suit your business process.
Field Positions
Change field positions in forms as per your requirement.
Enable/Disable Email/SMS Alerts
Enable or Disable Email/SMS Notifications for sending automatic alerts.
Customize Form Views, Searches
Form views, search fields are customizable as per your requirement.
Dropdown or Picklist Customization
You can add a pick list or modify existing picklist as per your need.
Reports & Templates Customization
Customized Reports
Create your own customized reports by adding or removing columns or fields.
Email Templates Customization
Use built in HTML editor to customize the email templates with business specific.
SMS Templates Customization
Customize SMS Template using edit option and change as per your requirement
Product Logo,Title Personalization
Personalize the product title, logo to suit your company branding.
Quotation Terms Customization
Customized quotation template to suit your business with terms & conditions.
Mobile App Customization
Show/hide fields or forms in mobile app as per your business process.
Real Estate 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.