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Real Estate CRM Software for Sales & Leads Management
Integrated Real Estate CRM Software
Tranquil Real estate CRM software is to automate many daily activities to improve sales team productivity and engage your team in selling more properties. It ensures you never miss an opportunity to connect with potential customers with automated communications.
Real Estate CRM Mobile APP Connected
Tranquil Real estate CRM software is to automate many daily activities to improve sales team productivity and engage your team in selling more properties. It ensures you never miss an opportunity to connect with potential customers with automated communications.
Lead Integrations
Real Estate CRM is a powerful tool to run your complete operations, starting from managing inquiries through API Integrations from Various sources such as portals, websites, live chat, virtual calls, apps, and landing pages.
Availability Integration
When dealing with properties, it is essential to have access to see the units' availability for an active and productive discussion with prospects. You may have the provision to add or delete the availability from the list. When any prospect shows interest in any unit, you have the blocking option with the condition of the number of days to block the property on that specific buyer for the specified period. It also has the provision to overwrite if any new booking took with approval. The units' total availability will get displayed on the screen along with the available units sold, blocked with different tabs. On mouseover on any specified property, you will see the unit configuration, such as the size of the unit, price per unit, facing, premium, the total amount. On a click, you can download the price break upon your company letterhead in pdf format. If you want to send the price break-up to the prospect, click on a button you have provision to send price break-up to the prospect, and the same will store the purchaser profile page for reference/record.
Activity Reminders:
Follow up with the client at the right time will progress the prospect towards the sale. Real Estate CRM sends activity reminders to your sales force on the scheduled time for the activity. At the same time prospect also gets a reminder, for Instance, client given time for a site visit on Saturday at 11:00 PM. He will get an auto reminder SMS and email on Friday evening and Saturday morning at the defined time.
Drip Campaigns through Real Estate CRM Software:
You may spend a lot of money on generating inquiries to your business. Once lead made, engaging buyers with your multiple products also it is significant to bring the customer to buy your property. Most importantly, customers should get defined information at different time intervals. You may engage the customer by configuring the predefined templates for sending SMS, Emails, and attachments. These communications automated to send based on the activities and actions. For example: Once any customer inquiries with you, then the system will send an automated SMS, email, company profile, project information in different timelines based on the configuration you did. If the customer enquired on Friday, then Saturday 9:00 AM customer will receive an email, and 10:00 AM he receives SMS, on Sunday different email and SMS. Likewise, you may customize to send automated SMS, Emails, attachments to the customer to engage them to bring back to you for buying your property.
KPF (Key Performance Factors):
Time spent by the employees on productive work for many companies is less than 10 percent. This low percentage is because of not tracking or not knowing the team time spent on various activities. Through Real Estate CRM, you can define the Key Performing factors for your team members for the productive work and start tracking the team's daily productivity. For Example: For Real estate companies, productive work is making calls to customers and meeting customers. Apart from this work, whatever the sales team does, it is maintenance work. Through Real Estate CRM Software, you can track individuals' time spent on productive work. That shows in the KPF summary. Based on the summary report, your team may get guidance to perform better on productive work.
Employee Tracking:
Every company wants its sales staff to work at the highest level. For many people in real estate, they may be dealing with multiple projects in multiple locations. Tranquil Real Estate CRM has the feature of real-time employee tracking. It shows the employee's real-time location, and you can have the history of the employee movement for the record. You may be able to view all the employee's present location and previous records during working hours. Managers receive and examine all data on employees' activity for maximum performance and more significant project delivery, exceptionally when it comes to time.
Telecaller Integration:
When a company is handling more leads, they may opt for going tele-caller to make calls to customers and get them to visit the site. All the customers to get contacted will be displayed in the Real Estate CRM Mobile App for Easy contact. On the click of a button, they can call the customer and speak to them. They have provision to send SMS, EMail, and Whatsapp. Real Estate CRM Software integrated with tele-callers for communication transfer and feedback mechanism. All the communications they do with the customers, such as SMS, and Emails will get transferred to the concerned salesperson for a better understanding of the customers.
Customer Assigning Process:
From Lead Generation to Enquiry Assigning is with No time as Real Estate CRM has the customer assigning process configuration. You can configure the project to the employee or round-robin system for equal distribution of inquiries. This auto customer assigning process allows your team members to work on customers with quick turn around time. When your salesperson gets a lead attached, he receives an email and SMS as an alert to contact the customer.
Marketing Automation and Performance through Real Estate Software:
For Generating leads, you may be spending a lot of money. It is essential to spend less and generate more leads. Tranquil Real Estate CRM has marketing performance monitoring based on spent and the results we got from the sources. It has a very detailed view starting from how much we spent, how many leads received, how many lost, visited your site, came for negotiation, and given advance. Apart from these, you will get the cost per lead, cost per sale to understand better ROI From Sources. Every source spent and assigned prospects calculated with the employee lead consumption cost so that you can see which employee performing better with which source.
File Manager:
To Access the centralized folders, files, brochures, marketing collaterals, elevations, floor plans, and many more for various projects available in the File manager. You can add many files to have easy access to all the sales team for sending the right information to the customer. We have a quick email sending option on a click of a button.
Projected Meetings:
Company sales depend on the number of meetings, such as site visits and price discussions. Real Estate CRM shows the number of planned meetings for every salesperson for the coming days. You can view the complete calendar of the activities to understand the progress of the lead. If more meetings not planned, there is a high chance of getting low meets. Real Estate CRM gives insights into lead stock, lead quality, and conversion rate. Based on this, you can train them if your team needs the training to progress the leads.
Activity Calendar:
During Weekends there are meeting clashes many times the sales team faces due to confusion in meeting times. Activity Calendar helps your team check the complete activities in the calendar for the better understanding and planning for the meetings without any clashes. Even they can see the projected meetings daily to strengthen the sales pipeline.
Bulk Campaigns:
For a Lead generation campaign, you may have the data to send SMS and Email. Through Real Estate CRM, you may upload the data and start sending them a "Personalized" SMS and Email. And every SMS and email sent to the customer will be stored in the database; it will get attached once the inquiry created on the same customer. You can create multiple groups for sending bulk SMS and Emails.
Channel Partner Integration in Real Estate CRM:
Many real estate companies one of the sources for sales in channel partners/agents. Real Estate CRM integrated with channel partners along with the APP. When your channel partner brings any customer, they can add the customer into an APP given to him, and it can avoid customer clashes. Our Real Estate CRM Calculates the commission based on the hierarchy you are mapping, displays the commission eligibility, paid history, to get paid details to make the process easy and transparent.
Incentive Calculations:
For motivating the sales team, many companies offer Incentives to get better results coming in. Real Estate CRM has an auto incentive calculation process to get the incentive calculated for employees and have the provision to enter the paid incentives for the record and see the cost per sale from the employees.
Dropout Summary:
Lead conversion may depend on various pros and cons and vary from projects and builders. When a prospect is not buying from you, it always has the reason for not buying from you. Dropout Summary will tell you what the reasons for your leads are not converting as closures are. There is still a high scope of improvement by analyzing the dropout summary.
Templates Management:
Every communication from your company reflects the image of your company. It is imperative to runthe communications from your sales teams such as SMS, Email, and attachments. Through Templates Management, you can configure various templates for your sales team, so that every communication goes with the proper image.
Bulk Enquiry Uploads:
Some times you may get bulk inquiries coming from other sources. If you want to upload in bulk and assign the leads to your sales team, you have provision to upload through Excel format. It is effortless to update bulk inquiries and assign customers to sales staff for the contact.
Transfer Leads:
You can transfer leads from one employee to another employee in simple steps. In this process, all the previous history will get retained for future reference. Only Leads will get transferred to another employee for progress. This option is useful when an employee left the organization and new person handling the customers; he can always refer all the communications history such as calls, SMS, Email, Whatsapp, price calculations, attachments sent, activity history, etc.,
Bookings/Sales Management throughr Real Estate Software:
After-sale confirmed you could manage all the sold customers in bookings and sales management. There is a provision for adding all the details, addresses, purchase details, seller details, and more. We have an auto-calculation of payment schedules and taxes. I just need to enter the purchase details. We have an option to send for approval with the price cap. After approval, only it considers as the sale. This process is to make an error-free process.
Auto Payment Schedule & Status through real estate crm:
Through Real Estate CRM, you can streamline your payments and receivables by creating and storing a detailed receivable schedule with the customer name. These schedules will trigger when it is due to collect. These dues consolidated gives you a summary of outstanding form the customers. Through Real Estate CRM, you can track the expected status.
Customer MIS:
Every customer has a different profile page after purchase. This page consists of all his information, purchase details, seller details, payment schedules, documents, booking details, paid history, activity history, property shifting details, cheque bounces, if any, PDC gave details, and more. Its a centralized database for all communications related to customers, and it is available to display with access granted by the admin.
Automated agreements:
Through Real Estate CRM, your team can create an agreement of sale, sale deads on a single click. As per the draft copy created by you, it will come as a template to create any documents without any staff hours spent on this activity.
Demand letters:
When the amount due from bank or customers, you may need to send demand letters for getting the due amount disbursed. Your team can create the demand letters, it is with the single click you will get demand letter created and sent to customer and banker in pdf format along with the complete schedules, paid details, and current due amount to disburse.
Documents management:
After booking takes place, all the documents related to the customer will get stored in one single place. Any signed or unsigned document can get saved, and it is available when you are in search of that particular document. You may sell booking signed copy, agreement of sale, sale deed, shifting request, transfer request, cancel requests, approvals, and many more. We do have other features like discounts capturing and approvals, handover checklist, automatic receipt acknowledgments, complete Project Wise MIS Report.
Due reminders:
Getting payment from customers on time is not an easy task for Indian real estate companies. Through Real Estate CRM, when the customer is due for payment, the system automatedly sends due reminder email and SMS to customers until they make the payment. This process is automated, and it works very effectively for increasing the cash flow to the company on time.
Cash Flow Projection:
Based on the sales and project progress, you can project the cash flow from the sold customers for various milestones and all the projects associated with your company. It just clicks away to see the projects of daily future cash flows to plan accordingly.
Shifting, Transfer Process:
After the purchase, some customers may change the plan and come to the transfer/shifting request. We gave provision in our Real Estate CRM Software, and On a click, you have the rule to shift or transfer the property and store the history in the customer profile for future record purposes.
Cancel and Refund Process:
Due to some reasons, customers may cancel the booking of their property. At the time, you may need to release the unit for sale and update the cancellation charges and proceed for the refund process. Our Real Estate CRM Software has the rule for Cancelation on a click, enters the cancellation charges, and sends for approval. After approval, you may add the refund schedules to the customers to come to you as a reminder for the repayment. They are considering that some builders are too good to refund the amount quickly.
Customer Complaints:
After the purchase of property, some customers may come with some complaints related to miscommunications, property-related issues, handover issues, loan issues, and more. All the claims stored on the customer page will allow you to assign a concerned person for resolving the issue.
How To Choose The Perfect Real Estate CRM Software
Communicate with flexible tools that go where your team goes.
Getting Software for your real estate business can be an overwhelming task. There are many realtor CRM systems available in today's marketplace, and tranquil real estate software is the best Software in India to choose when you look at real estate CRM Comparison. Here are the significant features available with tranquil real estate software to excel in your business. Tranquil real estate software is one of the best Real Estate CRM for real estate developers.
Contrary to popular belief, there are more than just three or four primary vendors providing Real Estate CRM Software, and Real Estate CRM Software Company is one of them. Too many businesses have an uncanny knack of opting for a solution based on the brand name. Instead, you should consider the options that are going to meet your specific business, and transaction management needs best. And it should have an opportunity to enhance based on your requirements in coming future.
Real Estate CRM comparison is something that you should do before software purchase. Tranquil real estate CRM Company has domain knowledge for 15+ years and has experience in implementing many companies successfully across the Globe. You should pick those companies that have a good track record of providing outstanding customer service. It's worthwhile to consider the vendor's reputation. While checking the vendors offering solutions, it is essential to know whether they can prove to be the right partner for your business. The vendor should have long-term stability to encourage and enhance the solution in the future. Investing or implementing Real Estate CRM Software in your business is an investment for business growth, not an expenditure.
You should know the entire cost of ownership of your software purchase. Apart from the software costs, the prices can include hardware, implementation, internal and external project resources, maintenance, integration, customization, training, services, upgrades, etc. Whether you require a turnkey solution or customized system is dependent upon your selection.
With the growing popularity of cloud computing, it's no wonder why many businesses are going for the cloud-based real estate CRM software. Hence, over recent years, there has been the aggressive adoption of Real estate Cloud software, and bringing information in and out of this cloud is growing more than ever before. Real Estate CRM is a real estate broker CRM and integrated with Android app.
With the growing popularity of cloud computing, it's no wonder why many businesses are going for the cloud-based real estate CRM software. Hence, over recent years, there has been the aggressive adoption of Real estate Cloud software, and bringing information in and out of this cloud is growing more than ever before. Real Estate CRM is a real estate broker CRM and integrated with Android app.
Real Estate CRM is regressing as the most reliable Software for agents towards analyzing and strategizing pre-sales and post-sales buyer data, communications, and interactions with real estate builders. Tranquil real estate software property management solution Real Estate CRM also works as automation software, comes in Desktop, android app for ease of use for an agent. It facilitates real estate builders to explain their strategies towards property enhancement, customer satisfaction, and maintenance and enhancing agent/employee productivity. Most of the companies are spontaneously using to automatize their CRM activities.
Real Estate CRM comes with many useful features such as Availability Integration, Pre-sales, and Post-sales modules, Project management, Call, SMS, Email, Whatsapp Integration, File Manager for Sending Brochures & Flyers. Activity Calendar, Channel Partner Integration, and management, Auto Responders for all the activities, KPF/ Dialy Performance Tracking, Employee Performance, Weekly Performance, Monthly Performance, Telecaller Integration, Activity Reminders to phone, Daily Activity Schedules Source Wise Performance, Cost Per sale Analysis Incentive Calculations, Auto Due Reminders to Clients, Project Wise Summary, Projected Inflows, Task management.
Real estate buying and selling are among the personalized and high-value financial choices that one needs to make. The real estate agents invest a significant quantity of resources and time to generate leads, which can translate into actual sales. Real Estate CRM can catch and store buyer information, interactions, and shared data and reports. Real Estate CRM may also automate lots of sales, marketing, and customer engagement and support workflow procedures.
How that you handle your leads determines the conversion rate of your sales team. Many companies may lose their prospects because of inadequate follow-ups and communication with their clients. Real Estate CRM platform has many automated processes such as auto inquiry SMS & Email, auto-messages on every activity by the team, activity reminders in the phone, day schedules (The activities planned for the day, and many more. You might have the best collection of properties, an active sales group, and an advanced marketing group.
But if you fail to nourish leads in the desired manner, you'll lose the sales. And this is why you need to invest in real estate CRM software for handling purchaser journeys, right from acquiring a lead to closing and delivery or handover of unit.
Dependent on the exact nature and requirements within the real estate businesses, Real Estate CRM can be significantly customized. However, there are a few essential features that Tranquil real estate software customer relationship management built.
Those Are:
Marketing Automation Of This On-Ground SalesForce: Real Estate CRM aimed at preventing duplication of efforts between a salesperson and as well as the targeted buyer. A valid Real Estate CRM can automatically track the connections and follow-ups involving the client and the business. If, at a later point, another salesperson has to take up the lead forward, he/she already has sufficient information to refer the client along with the other interaction regarding the sales pitch.
Automatize The Client's Contacts: Real Estate CRM can be beneficial in reducing the call center executives' task. It is possible by using template messaging, which may help in handling client queries and provide information, particularly the ones that are requested more often. There are lots of real estate CRM tools that can decrease the call times and produce clientele support efficient and predictable.
The Use Of Location-Based Service: Real Estate CRM has technologies for creating location-specific marketing and advertising campaigns. All these are based on the client's physical location and monitored through GPS software. Such geolocation technologies may also utilize location-based networking or consumer contact management.
Automation Of Marketing Campaigns And Strategies: Real Estate CRM can analyze and monitor clientele behavior and automatically deliver certain communications that target clients' requirements or queries.
Sale Forecasting And Analytics: Real Estate CRM will assist the Real Estate lead management sellers in inventing a mutually arrived sale prediction hence specifying the metric to assess whether the operation has matched that the efforts place. The analysis of the hard information of the past sales campaigns may also determine the future strategy.
A lot of people utilize Real Estate CRM to deal with seller leads. A Real Estate CRM is a software program typically used to organize and govern customers for an organization.
Real Estate CRM Customized for manufacturing can satisfy the particular challenges and supply custom solutions for the business. You should have a specific Real Estate CRM in the real estate industry needs if you would like to fulfill the users' demands.
Real Estate CRM ultimately can help to find the best returns as it assists a group of consumers, or even potential clients and improves sales and growth. Everybody knows that Real Estate CRM stands for buyer relationship management regarded as the significant factor beneficial in achieving a considerable client base throughout the market.
By the steps as mentioned earlier, you will have the ability to select the perfect Real Estate CRM for you.
Prospecting activity: Daily, monitor the prospecting activity, which is involved in generating new prospects for the business by various sales personals. This activity helps you understand how your team is feeding the right number of new opportunities for future business.
Sales Activity: For generating more business or sales, it is essential to perform activities consistently to achieve goals.
Tranquil real estate software CRM sales activity process helps you to understand daily, how the sales team is performing the sales activities such as phone calls, follow-ups, site visit follow-ups, site visits, negotiations and expected sales conversion.
Daily, Weekly, Monthly, and Yearly Performance: Measuring and understanding performance is significant to get more results from the team. Daily, Weekly, Monthly, and Yearly Performance matrix helps management or organization to know where to focus more and which employee needs more training to get better results for the organization.
Prospecting activity: Daily, monitor the prospecting activity, which is involved in generating new prospects for the business by various sales personals. This activity helps you understand how your team is feeding the right number of new opportunities for future business.
Sales Activity: For generating more business or sales, it is essential to perform activities consistently to achieve goals.
Tranquil real estate software CRM sales activity process helps you to understand daily, how the sales team is performing the sales activities such as phone calls, follow-ups, site visit follow-ups, site visits, negotiations and expected sales conversion.
Daily, Weekly, Monthly, and Yearly Performance: Measuring and understanding performance is significant to get more results from the team. Daily, Weekly, Monthly, and Yearly Performance matrix helps management or organization to know where to focus more and which employee needs more training to get better results for the organization.
Get ready to discover all the benefits and
features of our amazing Builders CRM Software.
How Real Estate CRM Software helps your employees in setting up the pitch for your conversions?.
- Build your leads
- Personalized Interaction with buyers.
- Automating Workflows
- Retarget current Clients
- Reporting & Feedback