This document provides an introduction to Customer Relationship Management (CRM) software and HuskyMonkey Technology's real estate CRM. A CRM allows users to manage all client interactions and records in one place, including client details, contact history, property records, and tasks. It also integrates with advertisement portals. HuskyMonkey's real estate CRM further allows automatic property listing distribution and contract generation. The CRM organizes a user's workflow and helps their business grow by keeping track of leads, clients, properties, tasks, and communications in one system accessible from any device.

1. CRM An Introduction
Customer Relationship Management
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2. Relationships with clients are the most important part
of any business
But the more the
business grows,
the harder it is
to manage these
relationships!

3. And you’ll eventually lose your customers …

4. Leads /
Potential
clients
Properties
Agents
Clients

5. How do you keep track of all of this?
Customer
Relationship
Management

6. Because a CRM has it all … HMWS : Real Estate
SMS & contracts under development

7. A CRM is a computer software that lets you manage everything
that has to do with your clients:
Records of all
interactions
Client details
between you
and the client
Records of who
Records of all
in your
contacts with a
company
potential
contacted the
business
client, when, w
opportunity
here, etc.

8. Also for real estates …
Manage all
property details for
each client
Records of all
actions done on
each property
Automatic
generation of
contracts* *Under development

9. Also in HMWS
Integration to multiple
advertisement portals &
sending all properties
automatically
Access through the
internet allows you to
work from anywhere and
on any device

10. HMWS: Real Estate Organize your workflow
Let your business grow

11. Getting familiar with HMWS: Real Estate
Side bar: quick links to move around pages

12. Getting familiar with HMWS: Real Estate
Open Tasks & Overview: shows you any
open tasks assigned to you. Shows you any
properties you didn’t finish working on,
expiring properties, properties waiting
approval, etc.

13. Getting familiar with HMWS: Real Estate
CREATE button: A quick button to create
clients, properties, leads, tasks, tickets, etc.

14. Getting familiar with HMWS: Real Estate
Lists of portals that you are sending your
XML feed link to, and list of portals that you
are not subscribed to

15. Getting familiar with HMWS: Real Estate
Notifications

16. Getting familiar with HMWS: Real Estate
We tell you all about
our CRM system
updates through our
tweets

17. Getting familiar with HMWS: Real Estate
Main menu. Click
“More” to see more
options

18. Getting familiar with HMWS: Real Estate
Make
sure you
specify Searching within the
where CRM
you
want to
search

19. What You Can Create
A client is anyone who you provide a service to
and receive a charge from for your services

20. What You Can Create
A property can be residential or commercial, for
sale or for rent

21. What You Can Create
A lead is a business opportunity. It could be from
a client you already have or a new client. Think
of an opportunity as a chance to get revenue
(e.g. a new property or deal that you could get
or got.) Therefore, this opportunity may succeed
or fail

22. What You Can Create
If you find an technical problem with the CRM
create a ticket to let us know so we can fix it

23. What You Can Create
To organize your work, create tasks for yourself
or for other agents in your company

24. What You Can Create
Create a profile for an agent in your company

25. What You Can Create
Create a new area you are working with. E.g:
Jabal Ali Free Zone

26. Next: Getting started manual
Working with Clients
Working with Properties
Working with Advertisement Portals