The document outlines the implementation of a Customer Relationship Management (CRM) system in the real estate sector, highlighting its capabilities in improving customer tracking, lead management, and project management. It discusses the various challenges faced by real estate companies without CRM, such as managing multiple projects and ineffective lead generation strategies, and presents solutions provided by CRM software to enhance efficiency and sales. Additionally, it provides insights into the organizational structure, benefits, and ROI expected from using CRM in real estate business practices.

1. 1
CRM In
Real Estate
Company
Your Company Name

2. CRM
In
Real
Estate
Company
Agenda
2
Speed up the routine
procedures and stay in
touch with the clients
to better understanding
of their needs

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

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

5. CRM
In
Real
Estate
Company
Challenges Faced in Real Estate Business
5
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.
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Your Text Here
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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
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
This slide shows the challenges faced by the real estate company without CRM which includes attaining right audience, lead management, manage multiple projects etc.

6. CRM
In
Real
Estate
Company
Solutions by CRM to Overcome the Challenges
6
o Offering a centralized perspective for managing and scheduling all relevant marketing strategies and campaigns for
companies.
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Managing Promotions &
Marketing Campaigns
o Text Here
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Your
Text Here
o 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.
o Text Here
Market
Segmentation
o CRM allows multiple customer interaction points to be produced and allows for high lead conversion rates by prioritizing
intelligence-based leads.
o Text Here
Managing Client
Enquiries / Leads
o 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.
o Text Here
Account
Management
This slide shows the solutions related to CRM in real estate which includes marketing campaigns, market segmentation, managing client enquiries etc.

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

9. CRM
In
Real
Estate
Company
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
Head - Customer
Support
Head - Loyalty
Management
Text Here Text Here Text Here Text Here
Project Incharge & RM
team as per
requirement
Project Incharge & RM
team as per requirement
Back end Team – Manages
operations & system support
& document management

10. CRM
In
Real
Estate
Company
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.
Booked
Customer
Details
Rent
Invoice
Unit
on Rent
Campaign
/ Leads
Post Sales
Activity
Agreement
Sales
Follow Up
Unit
Allocation
Invoice/
Receipt
Unit Cost
Estimation
Payment
Follow Up
Possession
Enquiry
Details
Flow Chart of CRM in Real Estate

11. CRM
In
Real
Estate
Company
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
Keeps all the information of follow-ups & communication
chain with the customers, in one platform
Makes the process of sales smooth & transparent
Manages detailed information related to builders, their
projects & pricing etc
Stores details of completed booking for future references
Helps to get updated information of your sales executive’s activities
Maximize conversion rates

12. CRM
In
Real
Estate
Company
Modes for Collecting Complaints from Customers
12
Modes of Receiving Enablers for Registering the Complaints
Telephone
o Telephony device system with call recording facility
o Text Here
Personal Visit
o Interaction of Relationship Manager with feedback form
o Text Here
Email
o Tagging the email to the history of customer interaction and then assigning the tasks to the department concerned for coordination
o Text Here
Web Portal
o Web portal alert to RM and Client Interaction history for immediate action
o Text Here
Mobile Application
o Text Here
o Text Here
Written Communication
o Text Here
o Text Here
This slide shows the various modes by which customer complaints can be collected which includes telephone, personal visit, E-mail etc.

13. CRM
In
Real
Estate
Company
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.
o Master
o Communication
o Permission
o Text Here
ERP Admin
o Marketing
o Enquiry
o Branding
o Text Here
Pre-Sales (CRM)
o Customer
o Receipt
o Unit Allocation
o Text Here
Sales
o Click to Call
o E-mail
o Text Here
Add On
o Post sales activities
o Complaints
o Agreement
o Text Here
Post Sales
o Dashboard
o MIS Report
o Custom Reports
o Text Here
System Report

14. CRM
In
Real
Estate
Company
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.
o Text Here
o Text Here
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Plan Effective Publicity
Campaigns
o Text Here
o Text Here
o Text Here
Analyze
Sales Efforts
o Text Here
o Text Here
o Text Here
Management Reporting &
Dashboards - Made Easy
o Text Here
o Text Here
o Text Here
Better
Customer Servicing
o Text Here
o Text Here
o Text Here
Cross Sell" & "Up Sell"
More Effectively

15. CRM
In
Real
Estate
Company
Real Estate Customer Tracking
15
o Customer tracker in real estate business
o Old customer data tracker in real estate business
o Real estate end to end sales execution
o Using channels to capture customers
o Customer/lead distribution criteria
o Responses to prospects of clients
o Lead generation roadmap of CRM in real estate
o Email platform for CRM in real estate
Table
of
Content

16. CRM
In
Real
Estate
Company
Customer Tracker in Real Estate Business
16
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

17. CRM
In
Real
Estate
Company
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

18. CRM
In
Real
Estate
Company
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
Lead Comes In
Lead Interested in
Residential Property
Residential
Lead Interested in
Commercial Property
Commercial
Transfer to
Commercial Team
Transfer to
Residential Team
Lead Stage Changed
to “Opportunity”
Location
Tracking
Transfer to
Call Center
Send Relevant
Offers Periodical

19. CRM
In
Real
Estate
Company
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
Market Place 3
Market Place 2
Market Place 1
Social Media
Facebook
Twitter Linked-in
o Text Here
o Text Here
o Text Here
o Text Here
Others
Offline
Channels
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

20. CRM
In
Real
Estate
Company
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

21. CRM
In
Real
Estate
Company
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

22. CRM
In
Real
Estate
Company
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
1
1
1
Partner Leads
(12)
Your Name Here
Date:
Activities
Your Name Here
Date:
Activities
Your Name Here
Date:
Activities
+ Schedule’s
1
1
1
Waiting for Details
(20)
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
Unassigned
(44)
1
1
1

23. CRM
In
Real
Estate
Company
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

24. CRM
In
Real
Estate
Company
CRM Real Estate ROI
24
o CRM Real Estate Return on Investment
o Implementation of CRM boosts the Forecasted Sales
Table
of
Content

25. CRM
In
Real
Estate
Company
CRM Real Estate Return on Investment
25
This slide shows the Return on Investment on CRM in real estate which includes Boost sales, Minimize Expenses etc.
o CRM are known to improve customer retention, by as much as 30%
o CRM adoption can reducer customer service labor cost by 50%
o Text Here
Minimize Expenses
o CRM can increase revenue by 50%
o 80% of leads fail to convert without CRM
o Text Here
Boost Sales
o Helps in cutting costs and using one can lead to reduce marketing costs by 30%
o 70% of marketing automation users saw an increase in the number of leads
o Text Here
Enhance Marketing Campaigns

26. CRM
In
Real
Estate
Company
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.
Key Takeaways
o CRM helps to boost the
overall sales of the real estate
company by almost 40% from
the year 2020 to 2025.
o 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. CRM
In
Real
Estate
Company
Real Estate Activity Dashboard
27
Table
of
Content

28. CRM
In
Real
Estate
Company
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
Number of
properties
Median
Price
For Add Name Here
From Jun 1, 2020 to May 31, 2021
Add Location Here
Your Text Here
Your Text Here
List Last 12 Months
No. New properties
250
Avg. Days on the market
90
Median sold price
$ 68,000
No. Sold properties
100

29. CRM
In
Real
Estate
Company
CRM in Real Estate Company Icons Slide
29

30. CRM
In
Real
Estate
Company
Additional
Slides
30
01 Area Chart
02 Column Chart
03 Welcome to Our Agenda
04 Our Financial
05 Comparison
06 Puzzle
07 Post It Notes
08 Magnifying Glass
09 Venn
10 Our Goal
11 Thank You

31. CRM
In
Real
Estate
Company
Area Chart
31
4.3
2.5
-3.5 -4.5
2.4
4.4
-1.8
-0.8
-5
-4
-3
-2
-1
0
1
2
3
4
5
Sales
in
million
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

32. CRM
In
Real
Estate
Company
Column Chart
32
0
10
20
30
40
50
60
70
80
90
100
FY' 13 FY' 14 FY' 15 FY' 16 FY' 17 FY' 18 FY' 19 FY' 20
Market
Size
(RMB
100
Million)
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
Years

33. CRM
In
Real
Estate
Company
Agenda 01 Agenda 02 Agenda 03 Agenda 04 Agenda 05
Welcome to Our Agenda
33
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34. CRM
In
Real
Estate
Company
34
Our Financial
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23%
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Minimum
82%
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Maximum

35. CRM
In
Real
Estate
Company
Comparison
35
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30%
Male Users
70%
Female Users

36. CRM
In
Real
Estate
Company
Puzzle
36
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37. CRM
In
Real
Estate
Company
Post It Notes
37
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38. CRM
In
Real
Estate
Company
Magnifying Glass
38
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39. CRM
In
Real
Estate
Company
Venn
39
01 03
02 04 05
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40. CRM
In
Real
Estate
Company
Our Goal
40
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Goal 02
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Goal 03
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Goal 01

41. CRM
In
Real
Estate
Company
Thank You
41
Address
# street number, city, state
Contact Number
0123456789
Email Address
emailaddress123@gmail.com