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1. 1
Customer Relationship Management
in Property Management
Your Company Name

2. Agenda
2
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Speed up the routine
procedures and stay in
touch with the clients to
better understanding of
their needs Identifying the best
methods to grab the real
estate customer attention
towards the business
Your Text
Here
Your Text
Here

3. Table of Content 3
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CRM Real Estate Structure
✓ Organizational Structure of CRM in Real Estate
✓ Flow Chart of CRM in Real Estate
✓ Benefits of CRM in Real Estate Business
✓ Modes for Collecting Complaints from Customers
✓ Software Cycle of CRM in Real Estate
✓ Role of CRM in Real Estate Business
Real Estate Activity Dashboard
CRM Real Estate Overview
✓ Challenges faced by CRM in Real Estate Business
✓ Solutions related to CRM in real estate business
✓ Why our CRM is Best For Real Estate Business
Real Estate Customer Tracking
✓ Customer tracker in real estate business
✓ Old customer data tracker in real estate business
✓ Real estate end to end sales execution
✓ Using channels to capture customers
✓ Customer/lead distribution criteria
✓ Responses to prospects of clients
✓ Lead generation roadmap of CRM in real estate
✓ Email platform for CRM in real estate
CRM Real Estate ROI
✓ CRM Real Estate Return on Investment
✓ Implementation of CRM boosts the Forecasted Sales

4. CRM Real Estate Overview
4
✓ Challenges faced by CRM in Real Estate Business
✓ Solutions related to CRM in real estate business
✓ Why our CRM is Best For Real Estate Business
Table
of
Content

5. Challenges Faced in Real Estate Business 5
This slide shows the challenges faced by the real estate company without CRM which includes attaining right audience, lead management, manage multiple projects etc.
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Manage Multiple Projects
o With each real estate developer running a number of
projects, they might face challenges such as: effectively
managing lead generation strategies for different projects;
maintain and analyze the leads for every project; seeking
cross-selling / up-selling opportunities etc.
o Text Here
Attaining the Right Audience
o It's a very difficult job for a real estate developer to find
the correct market or target potential buyers to highlight
the interest by properly positioning the differentiators.
o Text Here
Keeping Records
o It is very difficult to keep a record of buying /
leasing and analyze the outcome of each
interaction, and to take action to facilitate the
transformation from lead to customer.
o Text Here
Efficient Lead Management
o It is a major challenge to conduct effective lead
generation campaigns, increase footfall and efficiently
manage the leads.
o Text Here
Your Text Here
o Text Here
o Text Here
o Text Here
o Text Here
o Text Here

6. Solutions by CRM to Overcome the Challenges 6
This slide shows the solutions related to CRM in real estate which includes marketing campaigns, market segmentation, managing client enquiries etc.
✓ Offering a centralized perspective for managing and scheduling all relevant marketing strategies and campaigns for companies.
✓ Text Here
Managing Promotions &
Marketing Campaigns
✓ CRM helps to improve the scalability of segmentation for reaching millions of prospects. This also helps to improve the efficiency of
ads, to raise conversion rates and, surprisingly, to reduce the cost of executing campaigns.
✓ Text Here
Market
Segmentation
✓ CRM allows multiple customer interaction points to be produced and allows for high lead conversion rates by prioritizing intelligence-
based leads.
✓ Text Here
Managing Client
Enquiries / Leads
✓ For CRM systems, automatic communications can be programmed and activated by email / mobile messages, based on transactions
that take place in the client / prospect account.
✓ Text Here
Account
Management
✓ Text Here
✓ Text Here
✓ Text Here
Your
Text Here
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7. Why our CRM is Best for
Real Estate Business
7
This slide shows the key benefits of CRM software and why its is important for the Real
Estates Business. Key benefits include built in phone, E-mail, Best sales lead etc.
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Built - In Phone & E-
mail
Customize your
Sales Process
Your Text
Here
Get Smarter
with E-mail
Manage Sales
Pipeline Better
Find The Best Sales
Leads
Automate Actions
Using Workflows
Your Text
Here

8. CRM Real Estate Structure
8
✓ Organizational Structure of CRM in Real Estate
✓ Flow Chart of CRM in Real Estate
✓ Benefits of CRM in Real Estate Business
✓ Modes for Collecting Complaints from Customers
✓ Software Cycle of CRM in Real Estate
✓ Role of CRM in Real Estate Business
Table
of
Content

9. Organizational Structure of CRM in Real Estate 9
This slide shows the organizational structure of CRM in real estate business which includes Head- Loyalty Management, Customer Support etc.
Customer
Care Head
Text Here Text Here Text Here Text Here
Head - Customer
Support
Head - Loyalty
Management
Project Incharge & RM
team as per
requirement
Project Incharge & RM
team as per
requirement
Back end Team –
Manages operations &
system support &
document management
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10. Post Sales
Activity
Agreement
Campaign/
Leads
Customer
Details
Booked
Unit
Allocation
Sales
Follow Up
Invoice/
Receipt
Unit Cost
Estimation
Payment
Follow Up
Possession
Enquiry
Details
Rent
Invoice
Unit
on Rent
Flow Chart of CRM in
Real Estate
10
This slide shows how CRM works/Flow chart in Real Estate business which
includes campaign, enquiry details, unit cost estimation, sales follow up etc.
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11. Benefits of CRM in Real Estate Business 11
This slide shows the benefits of CRM in real estate business which includes maximize conversion rates, gives reminders, update information tec.
Gives timely reminders for pending or up-coming payments, pending
documentation etc
Manages detailed information related to builders, their projects & pricing etc
Stores details of completed booking for future references
Keeps all the information of follow-ups & communication chain with the customers,
in one platform
Helps to get updated information of your sales executive’s activities
Makes the process of sales smooth & transparent
Maximize conversion rates
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12. Modes for Collecting Complaints from Customers 12
This slide shows the various modes by which customer complaints can be collected which includes telephone, personal visit, E-mail etc.
Modes of Receiving Enablers for Registering the Complaints
Telephone
✓ Telephony device system with call recording facility
✓ Text Here
Personal Visit
✓ Interaction of Relationship Manager with feedback form
✓ Text Here
Email
✓ Tagging the email to the history of customer interaction and then assigning the tasks to the department concerned for coordination
✓ Text Here
Web Portal
✓ Web portal alert to RM and Client Interaction history for immediate action
✓ Text Here
Mobile Application
✓ Text Here
✓ Text Here
Written Communication
✓ Text Here
✓ Text Here
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13. Software Cycle of CRM in Real Estate 13
This slide shows the Software cycle of CRM in real estate which includes ERP Admin, Pre-sales, Sales, Post sales, System report etc.
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✓ Master
✓ Communication
✓ Permission
✓ Text Here
ERP Admin
✓ Marketing
✓ Enquiry
✓ Branding
✓ Text Here
Pre-Sales (CRM)
✓ Customer
✓ Receipt
✓ Unit Allocation
✓ Text Here
Sales
✓ Click to Call
✓ E-mail
✓ Text Here
Add On
✓ Post sales activities
✓ Complaints
✓ Agreement
✓ Text Here
Post Sales
✓ Dashboard
✓ MIS Report
✓ Custom Reports
✓ Text Here
System Report

14. Role of CRM in Real Estate Business 14
This slide shows the role of CRM in real estate business which includes Plan effective publicity campaigns, analyze sales efforts, management reporting etc.
✓ Text Here
✓ Text Here
✓ Text Here
Plan Effective Publicity
Campaigns
✓ Text Here
✓ Text Here
✓ Text Here
Analyze
Sales Efforts
✓ Text Here
✓ Text Here
✓ Text Here
Management Reporting &
Dashboards - Made Easy
✓ Text Here
✓ Text Here
✓ Text Here
Better
Customer Servicing
✓ Text Here
✓ Text Here
✓ Text Here
Cross Sell" & "Up Sell"
More Effectively
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15. Real Estate Customer Tracking
15
✓ Customer tracker in real estate business
✓ Old customer data tracker in real estate business
✓ Real estate end to end sales execution
✓ Using channels to capture customers
✓ Customer/lead distribution criteria
✓ Responses to prospects of clients
✓ Lead generation roadmap of CRM in real estate
✓ Email platform for CRM in real estate
Table
of
Content

16. Customer Tracker in Real Estate Business 16
This This slide shows the information related to the customers of real estate business which includes customer name, permanent address, mail address, property type etc
Customer
Name
Permanent
Address
Mail
Address
Contact
No.
Property
Type
Property
Size
Property
Address
Property
Prize
Nick xxxx acnsj@abc.com 6956569 Commercial Plot 2,500 Sq. Ft. xxxx $ 65,000
John xxxx wegsfg@abc.com 8755464 Residential Plot 500 Sq. Ft. xxxx 35,000
Rahan xxxx safef@abc.com 4521565 Flat 1,500 Sq. Ft. xxxx 25,000
Jazz xxxx asfgs@abc.com 2582261 Land 6,500 Sq. Ft. xxxx 85,000
Add Name Here xxxx acsfwrg@abc.com 5158655 Your Text Here Your Text Here xxxx xxxx
Add Name Here xxxx acfsfrg@abc.com 3254754 Your Text Here Your Text Here xxxx xxxx
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17. Old Customer Data Tracker in Real Estate Business 17
This slide shows the Data Tracker of old customer in real estate business which includes customer name, address, contact information, last property purchased etc.
Customer Name Permanent Address Mail Address Contact No. Last Property Purchased
Nick xxxx acnsj@abc.com 6956569
Property Detail:
Date Purchased:
Text Here
John xxxx wegsfg@abc.com 8755464
Property Detail:
Date Purchased:
Text Here
Rahan xxxx safef@abc.com 4521565
Property Detail:
Date Purchased:
Text Here
Jazz xxxx asfgs@abc.com 2582261
Property Detail:
Date Purchased:
Text Here
Add Name Here xxxx acsfwrg@abc.com 5158655
Property Detail:
Date Purchased:
Text Here
Add Name Here xxxx acfsfrg@abc.com 3254754
Property Detail:
Date Purchased:
Text Here
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18. Real Estate End to End Sales Execution 18
This slide shows the sales execution of real estate business which includes lead management, site visit, sending details, location tracking etc.
Yes
No
Requests
Site Visit
Send Details of
Site Visit
Site Visit
Happened
Transfer to
Residential Team
Lead Comes In
Commercial
Lead Interested in
Commercial Property
Residential
Lead Interested in
Residential Property
Transfer to
Commercial Team
Lead Stage
Changed to
“Opportunity”
Location
Tracking
Transfer to
Call Center
Send Relevant
Offers Periodical
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19. Using Channels to Capture Customers 19
This slide shows the channels to capture customers in real estate business which includes social media, digital advertisement etc.
Real Estate Marketplace
Social Media
Twitter
Market Place 1
Facebook
Market Place 2
Linked-in
Market Place 3
o You Tube
o Text Here
o Text Here
o Text Here
Digital
Advertisements
o Channel 1
o Channel 2
o Channel 3
o Channel 4
Offline
Channels
o Text Here
o Text Here
o Text Here
o Text Here
Others
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20. Customer/Lead Distribution Criteria 20
This slide shows the lead distribution criteria which follows by the real estate company. It includes customer names, preferences, budget etc.
Customer Name Preferences Budget Location Property Type
Nick Residential Property $ 25,000 Premium Flat
John Commercial Property 35,000 Semi-Premium Shop
Rahan Agricultural Land 85,000 On Road Land
Jazz Residential Property 35,000 Premium House
Add Name Here Commercial Property 40,000 Premium Showroom
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21. Responses to Prospects of Clients 21
This slide shows the responses to prospects of clients which includes property type, financing, location, loan option etc.
Customer
Name
Permanent
Address
Mail
Address
Contact
No.
Property
Type
Financing Location
Property Options
by realtors
Loan
Option
Nick xxxx acnsj@abc.com 6956569 Residential Yes Project 1 Option A
xx% for 3 years
from Bank A
John xxxx wegsfg@abc.com 8755464 Commercial No Project 2 Option B
xx% for 5 years
from Bank A
Rahan xxxx safef@abc.com 4521565 Residential Yes Project 1 Option C
xx% for 7 years
from Bank A
Jazz xxxx asfgs@abc.com 2582261 Land Yes Project 3 Option D
xx% for 5 years
from Bank A
Add Name Here xxxx acsfwrg@abc.com 5158655 Commercial No Project 2 Option E
xx% for 2 years
from Bank A
Add Name Here xxxx acfsfrg@abc.com 3254754 Residential Yes Project 1 Option F
xx% for 5 years
from Bank A
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22. Lead Generation Roadmap of CRM in Real Estate 22
This slide shows the Lead Generation roadmap which covers the unassigned, partner leads, responsible assigned etc.
Your Name Here
Date:
Activities
Your Name Here
Date:
Activities
Your Name Here
Date:
Activities
+ Schedule’s
Unassigned
(44)
1
1
1
Your Name Here
Date:
Activities
Your Name Here
Date:
Activities
Your Name Here
Date:
Activities
+ Schedule’s
Responsible Assigned
(17)
1
1
1
Your Name Here
Date:
Activities
Your Name Here
Date:
Activities
Your Name Here
Date:
Activities
+ Schedule’s
Partner Leads
(12)
1
1
1
Your Name Here
Date:
Activities
Your Name Here
Date:
Activities
Your Name Here
Date:
Activities
+ Schedule’s
Waiting for Details
(20)
1
1
1

23. Email Platform for CRM in Real Estate 23
This slide shows the E-mail Platform for CRM in Real estate which includes E-mail send, Click response, Offer Ending etc.
Week 1 Week 2 Week 3 Week 4
Resend (?)
Open, Click,
Subscribe
Open/Click
Abandoned
Subscribe
Unsubs
Non-Open
Open, Click,
Subscribe
Open/Click
Abandoned
Subscribe
Unsubs
Non-Open Telesales (?)
DM (?)
Open Click,
Subscribe
Email 2
Extra
Incentive
Email 3
Extra incentive
Offer ending
Email 5
-Survey
Email 4
- Loyalty
Email Send
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24. CRM Real Estate ROI
24
✓ CRM Real Estate Return on Investment
✓ Implementation of CRM boosts the Forecasted Sales
Table
of
Content

25. CRM Real Estate Return on Investment 25
This slide shows the E-mail Platform for CRM in Real estate which includes E-mail send, Click response, Offer Ending etc.
✓ CRM can increase revenue by 50%
✓ 80% of leads fail to convert without CRM
✓ Text Here
Boost Sales
✓ CRM are known to improve customer retention, by as much as 30%
✓ CRM adoption can reducer customer service labor cost by 50%
✓ Text Here
Minimize Expenses
✓ Helps in cutting costs and using one can lead to reduce marketing costs by 30%
✓ 70% of marketing automation users saw an increase in the number of leads
✓ Text Here
Enhance Marketing Campaigns
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26. Implementation of CRM boosts the Forecasted Sales 26
This slide shows the boost in sales in next forecasted years because of implementation of CRM in real estate business.
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
Key Takeaways
✓ CRM helps to boost the overall
sales of the real estate company
by almost 40% from the year
2020 to 2025.
✓ Your Text Here
10%
15%
20%
25%
32%
40%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
2020F 2021F 2022F 2023F 2024F 2025F
Sales (In %)

27. Real Estate Activity Dashboard
27
Table of Content

28. Real Estate Activity Dashboard 28
This slide shows the dashboard related to CRM in real estate business which includes number of properties, last 12 months data etc.
18
13
16 15
21
11
9
6
29
9
1 1
7
10
8 7
15 16
7
20
9
3
1 1
0
5
10
15
20
25
30
June,20 July,20 August,20 September,20 October,20 November,20 December,20 January,21 February,21 March,21 April,21 May,21
No. New Properities No. Properties Sold
Real Estate Activity
Last 12 Months
No. New properties
250
No. Sold properties
100
Avg. Days on the market
90
Median sold price
$ 68,000
List
For
From
Add Name Here
Jun 1, 2020 to May 31, 2021
Add Location Here
Your Text Here
Your Text Here
Number of
properties
Median
Price

29. Customer Relationship Management in Property Management Icons Slide 29

30. Additional Slides
30
Puzzle
06
Bar Chart
01
Stacked Line With Markers
02
Welcome to Our Agenda
03
Our Financial
04
Comparison
05
Post It Notes
07
Magnifying Glass
08
Venn
09
Our Goal
10
Thank You for Watching..!
11

31. Bar Chart 31
This graph/chart is linked to excel, and
changes automatically based on data. Just left
click on it and select “Edit Data”.
Product
02
This graph/chart is linked to excel, and
changes automatically based on data. Just left
click on it and select “Edit Data”.
Product
01
0
10
20
30
40
50
60
70
80
90
100
Jan Feb Mar Apr May Jun
Sales
(
in
USD
millions)
Year 2020
100%
Product
01
Product
02

32. Stacked Line With Markers 32
3628.4
3573.9
3484.0
3532.1
3740.3
3881.7
3528.4
3873.9
3584.0
3732.1
3640.3
3981.7
3400
3500
3600
3700
3800
3900
4000
4100
2015 2016 2017 2018 2019 2020
In
Millions
YEARS
This graph/chart is linked to excel, and
changes automatically based on data. Just left
click on it and select “Edit Data”.
Product
02
This graph/chart is linked to excel, and
changes automatically based on data. Just left
click on it and select “Edit Data”.
Product
01

33. Welcome to Our Agenda
33
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Agenda 01
9:00am-10:00am
Agenda 02
10:00am-11:00am
Agenda 03
11:00am-12:00pm
Agenda 04
12:00pm-01:00pm
Agenda 05
01:00pm-02:00pm

34. Our Financial 34
23%
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Minimum
82%
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Maximum

35. Comparison 35
60%
Female User
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40%
Male User
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capture your audience's attention.

36. Puzzle 36
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37. Post It Notes 37
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Text Here 01
02

38. Magnifying Glass 38
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39. Venn 39
01 02 03
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40. Our Goal 40
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attention.
OUR
G AL

41. Thank You for
Watching..!
41
Address
# street number, city, state
Contact Number
0123456789
Email Address
emailaddress123@g
mail.com