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KAPTURE CRM
For Real Estate
Challenges in Real Estate
Multiple Lead sources
Leads coming from multiple channel
partners, third party sites, brokers, calls,
emails, website, social media etc.
Loss of leads
Loss of quality leads due to poor
tracking and missed follow ups.
Project management
No systems to check site availability
and progress.
Marketing budgets
No ROI based sales and marketing
analytics tools to plan budgets.
Brokers and channels
Communication gap between the company
and its brokers/agents & customers.
Payments and collections
Unstructured payment & collection
formats with poor follow ups.
Pre Sales
Lead Capturing
Lead Source Tracking
Mailer and SMS Campaigns
Marketing Audits
Call Center Management
Sales
Sales Actions
Sales Tracking
Invoicing & Agreements
Customer 360
Project Management
Creating projects
Availability chart
Payment schedules
Kapture CRM
Kapture is a cloud based CRM software that simplifies your sales , marketing and
operation activities and gives you end to end business automation. Our software is
customized as per the Real Estate Industry.
Customer Service
Multi Channel Customer Support
Quicker query resolution
Lead Capturing
Integrate multiple lead sources
Website
Phone Social Media
Partner sites
Offline Media
1
E-mail
Unify all your marketing
channels at one place
Single dashboard
for all campaigns
See live status of
each campaign
Lead Source Tracking
Measure effectiveness of Marketing Campaigns2
Mailer & SMS Campaigns
Plan your customer journey – till the end3
Mark
Mark
Mark
Welcome
mailer!
1st Slab
2nd Slab
Delayed
All customers
All customers
All prospects
Set communication templates and automatically
deliver notifications to the leads for project updates.
• Custom Content Templates
• Automated Communications
• Continuous Engagement
E Mails SMS
Mailer & SMS Campaigns
Create custom target audiences3
Filter customers from CRM and create
multiple target groups for multiple
campaigns
Marketing Audits
Get accountability on regional offices marketing
campaigns.
Audit On-going Campaigns
Photos of OOH campaigns (events) with
timestamp and location details.
Photos of OOH campaigns (billboards) with
timestamp and location details.
Western Express Highway
11/03/2016 16:00 hrs.
4
Call Center Management
Inbound and Outbound Calls5
Integrate any cloud telephonic
number with the CRM
Get real time call recordings and
call history of each customer
Get all incoming calls
in the CRM
Pop up form to fill in enquiry
details during the call
Make bulk outbound
calls from the CRM
Get detailed analytics - total,
missed and received calls
Sales Actions
Productivity tools for efficient
management of leads6
• Detailed enquiry page for each enquiry
• Get project wise enquiries
• Assign enquiries to team
• Create a follow up action
• Track progress of each enquiry
• Dig deep inside to get a historical view of each
enquiry
300 ENQUIRIES
200 ENQUIRIES
Sky View
Apartments
Villa
Apartments
Sales Tracking
7Track your on field sales team
Track sales teams route map through
out the day through mobile app
check-in and check-out
Daily attendance of
employees with the
Mobile CRM app.
Track sales employees
real time location on
field
Invoices, Agreements, Payment receipts
Auto generate and deliver quotations and invoices to the customer and let your
sales teams focus on the important matters8
Automatic generation of
quotations and invoices
Deliver the same in desired
templates with brand letter heads
Integrate payment gateway links for one click
payments and download payment receipts
Set tax rates and payment
schedules for auto email
Attach contracts, land agreements and other
important documents to each customer profile
9Customer 360
Capture detailed KYC information and understand each customer’s unique
requirements
Maintain individual
customer profiles
Label each customer based on
priority and type
Set meeting patterns and custom
rate plans against each customer
Assign employees to VIP
customers
Stay updated with each customer’s past
interactions through customer history
Creating Projects
Get a 360 degree view of all projects and
track their progress through the pipeline10
Create multiple projects and
view detailed project pages for
each project
View sold vs. available units, total
vs. active enquiries against each
block
Add units, blocks, details
and rates of each to the
project
View pending vs.
received payments
against each block
11Availability Chart
Know the real time availability status
View available units for a
specific project while
taking any enquiries
View availability chart for
any project in real time
Payment Schedules
Stay updated with all payments – whether
pending or cleared12
Create payment
schedules
Send payment follow ups and
reminders automatically
Set payment credit limits
to individual customer
Keep track of all
payments
Integrate with any accounting
software with API capabilities
Sea View
Loved your Argan Oil. It is super amazing!
Customer Service
Allow your customer to send feedback and complaints
through multiple channels.13
Customer Service
Help your customer service team to solve issues faster14
Have all customer information on finger tips
before every interaction
Open – Assign – Resolve - Close tickets easily
15Mobile App
Take business along - Everything in your mobile.
16Reports & Dashboards
Choose your own dashboard and generate 300+
analytical reports with our report engine
Kapture for real estate software

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Kapture for real estate software

  • 2. Challenges in Real Estate Multiple Lead sources Leads coming from multiple channel partners, third party sites, brokers, calls, emails, website, social media etc. Loss of leads Loss of quality leads due to poor tracking and missed follow ups. Project management No systems to check site availability and progress. Marketing budgets No ROI based sales and marketing analytics tools to plan budgets. Brokers and channels Communication gap between the company and its brokers/agents & customers. Payments and collections Unstructured payment & collection formats with poor follow ups.
  • 3. Pre Sales Lead Capturing Lead Source Tracking Mailer and SMS Campaigns Marketing Audits Call Center Management Sales Sales Actions Sales Tracking Invoicing & Agreements Customer 360 Project Management Creating projects Availability chart Payment schedules Kapture CRM Kapture is a cloud based CRM software that simplifies your sales , marketing and operation activities and gives you end to end business automation. Our software is customized as per the Real Estate Industry. Customer Service Multi Channel Customer Support Quicker query resolution
  • 4. Lead Capturing Integrate multiple lead sources Website Phone Social Media Partner sites Offline Media 1 E-mail
  • 5. Unify all your marketing channels at one place Single dashboard for all campaigns See live status of each campaign Lead Source Tracking Measure effectiveness of Marketing Campaigns2
  • 6. Mailer & SMS Campaigns Plan your customer journey – till the end3 Mark Mark Mark Welcome mailer! 1st Slab 2nd Slab Delayed All customers All customers All prospects Set communication templates and automatically deliver notifications to the leads for project updates. • Custom Content Templates • Automated Communications • Continuous Engagement E Mails SMS
  • 7. Mailer & SMS Campaigns Create custom target audiences3 Filter customers from CRM and create multiple target groups for multiple campaigns
  • 8. Marketing Audits Get accountability on regional offices marketing campaigns. Audit On-going Campaigns Photos of OOH campaigns (events) with timestamp and location details. Photos of OOH campaigns (billboards) with timestamp and location details. Western Express Highway 11/03/2016 16:00 hrs. 4
  • 9. Call Center Management Inbound and Outbound Calls5 Integrate any cloud telephonic number with the CRM Get real time call recordings and call history of each customer Get all incoming calls in the CRM Pop up form to fill in enquiry details during the call Make bulk outbound calls from the CRM Get detailed analytics - total, missed and received calls
  • 10. Sales Actions Productivity tools for efficient management of leads6 • Detailed enquiry page for each enquiry • Get project wise enquiries • Assign enquiries to team • Create a follow up action • Track progress of each enquiry • Dig deep inside to get a historical view of each enquiry 300 ENQUIRIES 200 ENQUIRIES Sky View Apartments Villa Apartments
  • 11. Sales Tracking 7Track your on field sales team Track sales teams route map through out the day through mobile app check-in and check-out Daily attendance of employees with the Mobile CRM app. Track sales employees real time location on field
  • 12. Invoices, Agreements, Payment receipts Auto generate and deliver quotations and invoices to the customer and let your sales teams focus on the important matters8 Automatic generation of quotations and invoices Deliver the same in desired templates with brand letter heads Integrate payment gateway links for one click payments and download payment receipts Set tax rates and payment schedules for auto email Attach contracts, land agreements and other important documents to each customer profile
  • 13. 9Customer 360 Capture detailed KYC information and understand each customer’s unique requirements Maintain individual customer profiles Label each customer based on priority and type Set meeting patterns and custom rate plans against each customer Assign employees to VIP customers Stay updated with each customer’s past interactions through customer history
  • 14. Creating Projects Get a 360 degree view of all projects and track their progress through the pipeline10 Create multiple projects and view detailed project pages for each project View sold vs. available units, total vs. active enquiries against each block Add units, blocks, details and rates of each to the project View pending vs. received payments against each block
  • 15. 11Availability Chart Know the real time availability status View available units for a specific project while taking any enquiries View availability chart for any project in real time
  • 16. Payment Schedules Stay updated with all payments – whether pending or cleared12 Create payment schedules Send payment follow ups and reminders automatically Set payment credit limits to individual customer Keep track of all payments Integrate with any accounting software with API capabilities Sea View
  • 17. Loved your Argan Oil. It is super amazing! Customer Service Allow your customer to send feedback and complaints through multiple channels.13
  • 18. Customer Service Help your customer service team to solve issues faster14 Have all customer information on finger tips before every interaction Open – Assign – Resolve - Close tickets easily
  • 19. 15Mobile App Take business along - Everything in your mobile.
  • 20. 16Reports & Dashboards Choose your own dashboard and generate 300+ analytical reports with our report engine