Tranquil Real estate CRM Software For Lead Management

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.,

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.

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.

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.

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.