Lead Management System for Real Estate Companies
Capture, Qualify, Assign,Track & Close Sales Leads
Lead Management System is a comprehensive module to handle complete lead management process for Real Estate Businesses. The module covers all major feature from lead capture to assignment to closure.
- Capture Lead Automatically.
- Distribute Leads to Telecalling Team
- Assign Qualified Leads to Sales Team for Visit
- Send Personalized Email & SMS to Clients
- Identify & Focus on Hot/Winning Leads.
- Customize Lead Screen to Suit Your Business.
- Monitor Lead Status with Timeline & User Activities.
Real Estate Lead Management System
Create marketing campaigns track spending & response. View campaign wise leads & bookings details.
Real Estate Specific Lead Screen
Capture Buyer info along with locality, preference, budget. Capture additional buying preference information.
Emails to Leads
Forward your leads to CRM Inbox and the software creates leads, assigns to user and send Email/SMS to customer.
Website to Leads
Capture website contact forms as emails, forward your leads to CRM Inbox and the software creates leads automatically.
Web Portals to Leads
Forward your portal leads to CRM Inbox and the real estate lead management software will automatically map the lead information with CRM lead screen.
Lead Auto Assignment
Assign leads to sales team automatically based on lead source. The sales user will get Email/SMS on lead assignment.
Lead to Booking Conversion
Convert Hot leads to Bookings. All lead info are copied to bookings and additional payment info can be captured.
View lead history with status and updates along with timeline.The timeline shows lead ageing issues.
CRM supports location & project based sales territories. User security based on territory rules can be applied to CRM.
Attach documents related to lead or customer. Store all relevant marketing material in centralized location.
Prioritize leads with sales stages. Focus on leads with better probability of closure.
Import bulk leads through excel. Configure the excel based on your business criteria. Export CRM data on Excel
Lead Activities Planning, Tracking & Reporting
Site Visits & Calls Followups
Plan Sales follow up calls, Visits. Update activity updates & generate automatic sales reports.
Activities & Reminders
Sales team will get email & SMS reminders for the planned activities 30 minutes before the due date time.
Daily, Weekly Activity Planner
Use activity planner with daily, weekly calendar for planning sales activities to your sales team.
Daily Sales Reports
Get your sales team daily visit reports in email. View the sales team GPS locations visits in map.
Sales Team Productivity Reports
Daily, Weekly calls/visit count. Reports on leads, opportunities, orders and sales team performance.
Lead Activities Tracking
View the lead history with sales team's calls/visits against the lead along with timestamp.
Real Estate CRM Salient Features
Automatically capture leads from Property Portals like 99acres etc..
Specific Lead screen to capture customer interests
Manage customer bookings with property/project details
Property Master to maintain information like flats, plots etc...
Site Visits, Sales Calls
Plan, Assign & Track outcome of site visits.
Measure telecaller performance by tracking new & follow up calls.
Broker Master with broker contact & commission's details
Send automated, manual SMS, Email communications.
Up & Cross Selling
Upsell & Cross Sell other related services.