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REAL ESTATE
CRM
01
02
03
04
05
SOLUTIONS
To Overcome The Challenges
• Marketing Promotions And Marketing Campaigns
• Dynamic Dashboard Insights and Quick Links
• Managing client inquiries/Lead
• Account Management
• Property Management
• Internal Chat
• Calendar View
• Roles And Permission
• Mail Setting
• Team Management
01
02
03
04
05
Challenges Faced In Real Estate Business
“
• Attaining the Right Audience
• Efficient Lead Management
• Keeping Records
• Manage Multiple Records
01
02
03
04
05
Benefits of CRM in Real Estate
• Gives Timely reminders for pending or upcoming
payments, pending documentation etc.
• Manages Detailed information related to builders, their
projects and pricing, etc.
• Store details of completed booking for future reference.
• Keep all the information of follow-ups & communication
chain with the customers, in one platform.
• Help to get updated information on your sales
executives’ activities.
• Make the process smooth and Transparent.
01
02
03
04
05
Manage Lead Management
• Lead Sources: Easily capture and add new leads to
grow your client base.
• Visitor Tracking: Keep tabs on property visits and lead
interactions.
• Prioritize Effectively: Efficiently manage and prioritize
leads for more efficient follow-ups.
• Personalized Service: Review lead interaction history
to offer tailored solutions.
• Lead Status Tracking: Monitor the progress of leads
through different stages of conversion.
• Real-Time Notifications: Receive instant alerts for new
lead inquiries or actions.
FEATURES
01
02
03
04
05
Property Management Made Easy
•Filter by Location: Easily sort properties by location for quick access.
•Instant Property Details: Access comprehensive property information
whenever you need it.
•Rich Property Descriptions: Store and showcase additional property
details, including images and brochures.
•One-Click Status Check: Quickly distinguish between sold and unsold
properties with a single click.
•Custom Property Categories: Group properties by categories such as
residential, commercial, or rental.
•Property History: Keep a record of property transactions and changes for
reference.
•Document Management: Store all property-related documents and
contracts in one organized location.
•Mobile Access: Manage properties on-the-go with a mobile-friendly
interface.
06
07
08
09
10
Effective Marketing Tools
• Send bulk emails to reach your client base.
• Utilize bulk SMS for instant communication.
• Make announcements to keep clients informed and engage
Customizable Master Settings
• Configure settings for owners, builders, dealers, and lead
sources.
• Define lead statuses, categories, and custom fields.
• Organize leads by geographical areas.
06
07
08
09
10
COMPREHENSIVE REPORTING
• Generate staff-wise reports for performance analysis.
• Assess source-wise reports to optimize marketing efforts.
• Analyze market trends for informed decision-making.
• Access profit and loss reports for financial insights.
• Track lead source visitors and total sales.
• Review property-wise reports for a deeper understanding of
property performance.
• Monitor lead conversion rates to refine lead management strategies.
• Compare historical data to identify growth opportunities.
• Customize and schedule reports for regular updates.
• Export reports in various formats for easy sharing and analysis.
06
07
08
09
10
Robust Accounting Features
•Manage Expenses: Keep track of all your expenses easily.
•Balance Multiple Accounts: Easily handle money from various
sources,
like banks, credit cards, and cash.
•Seamless Transfers: Move money between accounts effortlessly.
•Income Tracking: Keep an accurate record of all the money you
earn.
•Transaction History: Access a detailed list of every financial
transaction.
•Invoicing Made Easy: Create and send invoices for property
sales with
just a few clicks.
•Efficient Bill Management: Effectively manage and organize
purchase bills for a streamlined financial process.
06
07
08
09
10
Essential Utilities
•Note-Taking: Enhance organization by taking notes for easy reference and
collaboration.
•Task Management: Set tasks and priorities to stay on top of important to-
dos.
•Timely Reminders: Receive notifications for crucial events and deadlines.
•Efficient Workflow: Streamline daily operations by using utilities for task
tracking.
•Enhanced Productivity: Reduce the chances of missing important tasks
with reminders.
•Centralized Communication: Keep all utility-related information in one
place for easy access.
•Customization: Tailor utilities to fit your workflow and specific needs.
•User-Friendly Interface: Ensure that staff can use utilities with minimal
training.
06
07
08
09
10
STAFF ACTIVITY TRACKING
•Performance Accountability: Monitor staff-wise log history to
ensure accountability and productivity.
•Property Visit Tracking: Keep tabs on today's property visits
by your team for efficient scheduling.
•Transparency: Foster transparency within your team by
tracking their activities.
•Improved Communication: Use staff activity tracking to
facilitate better communication and coordination.
•Data-Driven Decisions: Use activity data to make informed
decisions & allocate resources effectively.
•Training and Coaching: Identify areas where staff may
require additional training or support.
•Performance Recognition: Recognize and reward staff
members for exceptional performance.
•Streamlined Workflow: Ensure that staff activities align with
your organization's goals and objectives.
11
12
13
14
15
Dynamic Dashboard Insights
& Quick Links
• Call Logs
• Lead Management
• Property Management
• Marketing
• Master Setting
• Utilities
• Staff Activity
• Reports
• Internal Chat
• Calendar View
• Accounts
• Setting
11
12
13
14
15
Our Best
Service
Discover the Future of Real Estate Management
Streamline your operations, boost sales, and
provide exceptional client service.
The Services
Outstanding assistance whenever you need it.
Dedicated support is available 24/7.
Exceptional Customer Support
Your data is protected with strong encryption.
Rest assured, your information is safe and
secure.
Data Security
Reliable and secure hosting for your CRM
system. We ensure your data is in safe
hands.
Robust Hosting
11
12
13
14
15
CONTACT US
Info@residieons.com
8849888368
5th floor abhinandan royale, Opp Rajhans
Olampia, Bhatar Rd, Surat, Gujarat 395007
Residieons-FINAL Where You Answer Ends..

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Residieons-FINAL Where You Answer Ends..

  • 2. SOLUTIONS To Overcome The Challenges • Marketing Promotions And Marketing Campaigns • Dynamic Dashboard Insights and Quick Links • Managing client inquiries/Lead • Account Management • Property Management • Internal Chat • Calendar View • Roles And Permission • Mail Setting • Team Management 01 02 03 04 05
  • 3. Challenges Faced In Real Estate Business “ • Attaining the Right Audience • Efficient Lead Management • Keeping Records • Manage Multiple Records 01 02 03 04 05
  • 4. Benefits of CRM in Real Estate • Gives Timely reminders for pending or upcoming payments, pending documentation etc. • Manages Detailed information related to builders, their projects and pricing, etc. • Store details of completed booking for future reference. • Keep all the information of follow-ups & communication chain with the customers, in one platform. • Help to get updated information on your sales executives’ activities. • Make the process smooth and Transparent. 01 02 03 04 05
  • 5. Manage Lead Management • Lead Sources: Easily capture and add new leads to grow your client base. • Visitor Tracking: Keep tabs on property visits and lead interactions. • Prioritize Effectively: Efficiently manage and prioritize leads for more efficient follow-ups. • Personalized Service: Review lead interaction history to offer tailored solutions. • Lead Status Tracking: Monitor the progress of leads through different stages of conversion. • Real-Time Notifications: Receive instant alerts for new lead inquiries or actions. FEATURES 01 02 03 04 05
  • 6. Property Management Made Easy •Filter by Location: Easily sort properties by location for quick access. •Instant Property Details: Access comprehensive property information whenever you need it. •Rich Property Descriptions: Store and showcase additional property details, including images and brochures. •One-Click Status Check: Quickly distinguish between sold and unsold properties with a single click. •Custom Property Categories: Group properties by categories such as residential, commercial, or rental. •Property History: Keep a record of property transactions and changes for reference. •Document Management: Store all property-related documents and contracts in one organized location. •Mobile Access: Manage properties on-the-go with a mobile-friendly interface. 06 07 08 09 10
  • 7. Effective Marketing Tools • Send bulk emails to reach your client base. • Utilize bulk SMS for instant communication. • Make announcements to keep clients informed and engage Customizable Master Settings • Configure settings for owners, builders, dealers, and lead sources. • Define lead statuses, categories, and custom fields. • Organize leads by geographical areas. 06 07 08 09 10
  • 8. COMPREHENSIVE REPORTING • Generate staff-wise reports for performance analysis. • Assess source-wise reports to optimize marketing efforts. • Analyze market trends for informed decision-making. • Access profit and loss reports for financial insights. • Track lead source visitors and total sales. • Review property-wise reports for a deeper understanding of property performance. • Monitor lead conversion rates to refine lead management strategies. • Compare historical data to identify growth opportunities. • Customize and schedule reports for regular updates. • Export reports in various formats for easy sharing and analysis. 06 07 08 09 10
  • 9. Robust Accounting Features •Manage Expenses: Keep track of all your expenses easily. •Balance Multiple Accounts: Easily handle money from various sources, like banks, credit cards, and cash. •Seamless Transfers: Move money between accounts effortlessly. •Income Tracking: Keep an accurate record of all the money you earn. •Transaction History: Access a detailed list of every financial transaction. •Invoicing Made Easy: Create and send invoices for property sales with just a few clicks. •Efficient Bill Management: Effectively manage and organize purchase bills for a streamlined financial process. 06 07 08 09 10
  • 10. Essential Utilities •Note-Taking: Enhance organization by taking notes for easy reference and collaboration. •Task Management: Set tasks and priorities to stay on top of important to- dos. •Timely Reminders: Receive notifications for crucial events and deadlines. •Efficient Workflow: Streamline daily operations by using utilities for task tracking. •Enhanced Productivity: Reduce the chances of missing important tasks with reminders. •Centralized Communication: Keep all utility-related information in one place for easy access. •Customization: Tailor utilities to fit your workflow and specific needs. •User-Friendly Interface: Ensure that staff can use utilities with minimal training. 06 07 08 09 10
  • 11. STAFF ACTIVITY TRACKING •Performance Accountability: Monitor staff-wise log history to ensure accountability and productivity. •Property Visit Tracking: Keep tabs on today's property visits by your team for efficient scheduling. •Transparency: Foster transparency within your team by tracking their activities. •Improved Communication: Use staff activity tracking to facilitate better communication and coordination. •Data-Driven Decisions: Use activity data to make informed decisions & allocate resources effectively. •Training and Coaching: Identify areas where staff may require additional training or support. •Performance Recognition: Recognize and reward staff members for exceptional performance. •Streamlined Workflow: Ensure that staff activities align with your organization's goals and objectives. 11 12 13 14 15
  • 12. Dynamic Dashboard Insights & Quick Links • Call Logs • Lead Management • Property Management • Marketing • Master Setting • Utilities • Staff Activity • Reports • Internal Chat • Calendar View • Accounts • Setting 11 12 13 14 15
  • 13. Our Best Service Discover the Future of Real Estate Management Streamline your operations, boost sales, and provide exceptional client service. The Services Outstanding assistance whenever you need it. Dedicated support is available 24/7. Exceptional Customer Support Your data is protected with strong encryption. Rest assured, your information is safe and secure. Data Security Reliable and secure hosting for your CRM system. We ensure your data is in safe hands. Robust Hosting 11 12 13 14 15
  • 14. CONTACT US Info@residieons.com 8849888368 5th floor abhinandan royale, Opp Rajhans Olampia, Bhatar Rd, Surat, Gujarat 395007