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CRM FOR REAL ESTATE
Innovia created very flexible and customized solutions for real estate and it is integrated with most of the
media
 System Benefits
• Manage Sales Leads from potential client till
being deal
• Flexible to create new business flow and create
new modules
• Unlimited Users with life Time license
• Installed on your premise to keep your data`s
privacy
• Charts and reports unlimited
• Training Sessions
• One Year Support and warranty
• Flexible to work local or cloud
• Has Mobile application free
• Has mobile application with monthly
subscription with call logs recording
Login Page
SALES REPORTS DASHBOARDS
CONTACT MODULE
Contact Module has all Client Details and connected by all other modules so any
transaction through client journey will appear in related menu
SALES MANAGEMENT
Leads
•To handle the cold calls and to have client details what he is interested with and to be sure that there is
need and this is not a trash number.
Client Requests
•It is created from warm lead client come from different types of sources ( Online Ads ) , ( Bill Board ) , (
Call Center Call), -……. Exts, and that was distributed Round robin on sales team Auto send or manually or
Per project and sales write down comments , Follow Up Time and date and Selling stage and call status
Visits Card
• To create records regarding client visits feedback in client's location or company or Site and next step
Calendar
• Setting follow up date and time with Auto Notification settings.
CLIENT REQUEST ADD AND EDIT INFO
CLIENT REQUEST
CALENDAR DETAILS
OPERATION MANAGEMENTS
Reservation Form
• That regarding the process we can proceed unit reservation with payment advanced or just hold the unit
depend on designed work flow and unit on spot being Hold or reserved
Payment Policies
• We can create one or more Standard Payment Plan and Also Create Tailored Payment depend on client
request
Projects Details
• That all Project that we have with all details , benefits , descriptions That module is auto connected by
all Building and Units So we will have all project details
Building Details
• All Building with its description , units below.
Units Details
• All Units details Prices, View , Floor , all Description required and its price history and its reservation
status, availability status
UNIT DETAILS
BUILDING AND PROJECTS
BROKER MANAGEMENT
Broker Details
•Details of broker companies , Location , Site , Contract Terms , Commission Percent , Target
Setting.
Broker Performance
•Details of No of leads and deals That broker did it
MARKETING MANAGEMENT
Campaigns
•Creating Campaign with Target Segment starting and end date selecting Marketing Tool and expecting the
results
Budget
•Setting The budget with specific Amount and Specific Start and end date and dedicate the budget to more
than one Campaign
Expenses
•Setting the expenses For each Campaign in order to calculate the ROI
SMS Integration
•Integrate with SMS API Portal To Send SMS Auto With Sender ID depend on designed workflow.
WhatsApp Integration
• Whatsapp Link is free added but integration that by monthly subscription with Whatsapp to map the user
conversation in client`s profile.
Facebook Integration , Website and Land page
WHATSAPP INTEGRATION
CLIENT RELATION MANAGEMENT
Customer service
•Handling complaints , Inquiries .
Resale Request
•Handle Resale Request and facilitating the process.
Contracts
•Client`s Payments and Installments which is Automatic Created once reservation
form being contract.
TICKET DETAILS

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Presentation Real estate (1).pptx

  • 1. CRM FOR REAL ESTATE Innovia created very flexible and customized solutions for real estate and it is integrated with most of the media  System Benefits • Manage Sales Leads from potential client till being deal • Flexible to create new business flow and create new modules • Unlimited Users with life Time license • Installed on your premise to keep your data`s privacy • Charts and reports unlimited • Training Sessions • One Year Support and warranty • Flexible to work local or cloud • Has Mobile application free • Has mobile application with monthly subscription with call logs recording
  • 4. CONTACT MODULE Contact Module has all Client Details and connected by all other modules so any transaction through client journey will appear in related menu
  • 5. SALES MANAGEMENT Leads •To handle the cold calls and to have client details what he is interested with and to be sure that there is need and this is not a trash number. Client Requests •It is created from warm lead client come from different types of sources ( Online Ads ) , ( Bill Board ) , ( Call Center Call), -……. Exts, and that was distributed Round robin on sales team Auto send or manually or Per project and sales write down comments , Follow Up Time and date and Selling stage and call status Visits Card • To create records regarding client visits feedback in client's location or company or Site and next step Calendar • Setting follow up date and time with Auto Notification settings.
  • 6. CLIENT REQUEST ADD AND EDIT INFO
  • 9. OPERATION MANAGEMENTS Reservation Form • That regarding the process we can proceed unit reservation with payment advanced or just hold the unit depend on designed work flow and unit on spot being Hold or reserved Payment Policies • We can create one or more Standard Payment Plan and Also Create Tailored Payment depend on client request Projects Details • That all Project that we have with all details , benefits , descriptions That module is auto connected by all Building and Units So we will have all project details Building Details • All Building with its description , units below. Units Details • All Units details Prices, View , Floor , all Description required and its price history and its reservation status, availability status
  • 12. BROKER MANAGEMENT Broker Details •Details of broker companies , Location , Site , Contract Terms , Commission Percent , Target Setting. Broker Performance •Details of No of leads and deals That broker did it
  • 13. MARKETING MANAGEMENT Campaigns •Creating Campaign with Target Segment starting and end date selecting Marketing Tool and expecting the results Budget •Setting The budget with specific Amount and Specific Start and end date and dedicate the budget to more than one Campaign Expenses •Setting the expenses For each Campaign in order to calculate the ROI SMS Integration •Integrate with SMS API Portal To Send SMS Auto With Sender ID depend on designed workflow. WhatsApp Integration • Whatsapp Link is free added but integration that by monthly subscription with Whatsapp to map the user conversation in client`s profile. Facebook Integration , Website and Land page
  • 15. CLIENT RELATION MANAGEMENT Customer service •Handling complaints , Inquiries . Resale Request •Handle Resale Request and facilitating the process. Contracts •Client`s Payments and Installments which is Automatic Created once reservation form being contract.