List of Features for real estate crm software
Tranquil Real Estate CRM Features includes for Pre-sales Process - Integrated with Mobile Real Estate CRM, Pre- Defined Day Plan to sales Team, Automatic Capturing, and Assigning of Leads. Sending Emails, SMS, Whatsapp Integrated, Units Availability Integration. Generate and Track Quotation /Cost Sheet, Activity Reminders to Mobile Phone. View and Track of KPF( Key Performance Factors) / Dialy Performance Tracking of the Employees, Telecaller Integration, and Enquiries Assigning Process. Customized SMS and Email Auto Responders for All Activities.
Through CRM, you may Analyze Marketing performance and cost per sale, File Manager to supervise all Marketing collateral, One Click to Send Brochure, Flyers, Price break-up, Manage Projected sales, and Site Visits. Lead conversion integrated with Bookings, Activity Calendar to track Planned Activities, Bulk SMS & Bulk Email Marketing campaigns, Channel Partner Integration, and commission Analytics, Summary and Reporting Follow-Up Reminders and Tracking. Summary of reasons for not buying, Incentive Calculations and Eligibility, Display Marketing Spent and ROI Calculation, SMS, Email, and Remarks Templates Management, Bulk Enquiry Upload And Auto Assign. Send News Letters or Monthly Mails to prospects, Employee Cost Per sale Calculation, Weekly Prospecting Activity, Tgt VS. Ach Weekly sales Activity, Tgt VS. Ach Activity, Ach %, and Time Spent % Calculation Daily Target Vs. Plan VS Achievement %, Employee Lead Stock Details, along with Future Activities. Projects Wise Leads Summary Task Management, Track Customers Based on Requirements, Transfer lead to other projects, and Employees / Agents.
Encrypted Contact management for Security, Chatter Box to update any comments Track communication Post-sales / Booking & sales Management Auto Calculation of sale Details With Taxes Defined Mile Stone Auto Calculations Units Blocking and Un Blocking Process Auto Payment Plan Based on Mile Stones Generate Due Reminders Manage and Track Unit Availability Seller Details and Hierarchy Capture Channel Partners and Hierarchy with Calculation. Project approval Status and sale Deviation approval Process, Mile Stone Deviation approval Process, Delay Payments approval, Cash Flow Projection, Future Payments Projections. Buyers Documents Management Project Wise, Outstanding Summary Step by Step approval Process, application Check List, PDC Collection, Payment Collection, and Confirmation approval. Registration Checklist, Interest on Delay Payment, Cheques Bounce Charges, Capturing Unit Shifting Request and approvals, Unit Cancel, approval, and Refund Process. Buyer Complaints Capture and Resolve. Pay Commission on Pro-rata Basis, Discounts Capturing and approvals, Handover Checklist, Aging Summary, Month by Month Overdue Summary. Total Months Collection, Bank Outstanding Details, Additional Works Tracking, Schedule Milestone Payment, on Click Send Auto Outstanding Statement to Client, Manage application, Booking Forms. Policies Single Console to track project-wise payments 3 Tier Payment Reminders to Customers Payment History in profile Page Automatic Receipt Acknowledgements Complete Project Wise MIS Report.