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CRM-Re It is a Customer Relationship Management System specifically designed & developed for Real Estate Industry. Web-based software system developed.

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Presentation on theme: "CRM-Re It is a Customer Relationship Management System specifically designed & developed for Real Estate Industry. Web-based software system developed."— Presentation transcript:

1 CRM-Re It is a Customer Relationship Management System specifically designed & developed for Real Estate Industry. Web-based software system developed on LAMP (Linux, Apache, PHP & MySQL) technology, Fully customizable up-to any extent. Designed & Developed by Dotcom Creations

2 Preface CRM In Real Estate
Widespread exposure to technology – the internet in particular - has encouraged buyers, vendors and clients to demand detailed information and that too, within their desired time frames. In addition, the current scenario has made it a tricky task to attract, deal with, retain, and satisfy today’s customer in the real estate market. This is one industry where every single customer is different from another - varied backgrounds, economic conditions, needs, wants, and mindsets. As a result, there is a primary need for personalization and flexibility in order to cater to the diverse requirements of the assorted clientele. The best strategy to meet these challenges is to understand, build and manage a fundamentally strong and long term relationship with customers. It is evident that the Real Estate industry needs Innovation in finding, segmenting, managing and finally satisfying customers. Finding cross-selling and up selling opportunities is another huge challenge. The Real Estate sector is growing fast across all directions making it much like a roller coaster ride. Forward looking companies are looking to gain a competitive advantage. The strategy with the biggest impact would be to identify what the most innovative differentiators are and nail them. Given the current situation, it is vital that developers focus on selling ‘value’ rather than ‘commodity’. Every project stands apart from another in terms of location, features, price, services provided, after sales and so on. It is therefore important that the uniqueness of each project is highlighted and make evident why it is worth investing in a particular property. This has to be achieved by positioning the differentiators in a convincing manner. The smartest solution to all the above issues is most understandably a CRM solution and that is CRM-Re.

3 CRM-Re Web-based Software For Real Estate
This software is basically divided into 2 major segments; that is Enquiry Management System & Property Booking Management System Designed & Developed by Dotcom Creations

4 CRM-Re Web-based Software For Real Estate
Best Suited For Builders, Developers & Associates Designed & Developed by Dotcom Creations

5 Modules What we have covered ✓ Enquiry Management System 1 8 2 9 3 10
4 5 6 7 Enquiry Masters (Type / Source etc.) 8 9 10 11 12 13 14 Enquiry Forwarding Enquiry (Add / Edit / Delete & View) Trash Box Enquiry Allotment Enquiry Conversion & Final Reports Enquiry Follow-Up Cross Field Searchable Enquiries Next Follow-Up Marking Client Site Visits Follow-Up Reminders & Notifications Employee (Add / Edit / Delete & View) Suggestion(s) Marking by Admin Dept, Desig, Branch & Org. Master Designed & Developed by Dotcom Creations

6 Flow Diagram Enquiry Management System Y N Y N
Follow-Up by Sales Executive Enquiry Alloted To Sales Executive Lead Suggestions by Admin. Lead Conversion Client Added Y Add Enquiry or Calling by Telecaller(s) Interested? N Y N Move To Closed Enquiries Move To Trash Box Designed & Developed by Dotcom Creations

7 Enquiry Process At a glance Raw Enquiry. Converted To Lead Follow-Ups.
Designed & Developed by Dotcom Creations

8 Modules What we have covered ✓ Property Booking Management 1 8 2 9 3
4 5 6 7 Project Master 8 9 10 11 12 13 14 Late Fine, Discount & Chq. Bouncing Property Master (Saleable Inventory ) Booking Cancellations & Refunds PLC & Area Master Booking Transfers Payment Plan Master (DLP & CLP) Customizable Documents Generations Easy EMI Plan Reminders & Notifications (SMS & ) Client Details Client Documents Upload Property Booking Registry Marking Designed & Developed by Dotcom Creations

9 Modules What we have covered ✓ Property Booking Management 15 22 16 23
In continuous to previous slide… Modules What we have covered Property Booking Management 15 16 17 18 19 20 21 Channel Partners / Brokers 22 23 24 Downloadable Reports Commission Plan Master Provision of Service Tax Commission Generation & Payouts Plot Availability Employee’s Incentive & Payouts Bookings on Hold Additional Payments on Possession Customer Ledgers Designed & Developed by Dotcom Creations

10 Flow Diagram Property Booking Management System
Step 4. Select Project, Property & Units Step 3. Add Booking Step 2. Add Client Personal Details Step 5. Select Sale by Executive Step 6. Select Payment Plan Booking Confirmed Step 1. Master & Inventory Creations Now, Add Payments Generate Receipts Upload Client Documents Registry Marking Generate Allotment Letter Send EMI Reminders etc. Designed & Developed by Dotcom Creations

11 Modules What we have covered ✓ Subsidiary Modules & Other Features 1 8
2 3 4 5 6 7 Public Relation Tools 8 9 10 11 Database Backup (Multiple Formats) Graphical Analysis Birthday & Anniversary Wishes Role /Authorities Management EMI Calculator Admin Messaging Login for Clients, Employees & Brokers Informative Dashboard User Activity Notifications User Log Designed & Developed by Dotcom Creations

12 Unique Selling Prepositions
Functional & Technical Features 1 2 3 4 5 6 7 This is web-based software so it does not require any sort of installation. Crash Free! No worries if your system gets infected with virus or hard-disk of your system crashes. Your Data will always be Safe and Sound. Optimum utilisation of time, labour, money & other resources. Centralize data for Clients, Employees, Brokers & Associates, available on a single click. CRM-Re reduces manual & paper work significantly. Automates Sales Process & growth forecasting. Simplifies Sales follow-ups and client feedbacks. Designed & Developed by Dotcom Creations

13 Unique Selling Prepositions
In continuous to previous slide… Unique Selling Prepositions Functional & Technical Features 8 9 10 11 12 Makes your customer relationship significantly stronger. Helps to get an estimate of sales in pipeline and also get an access to track the matured deals. Key prospect data will allow you to create and manage targeted campaigns ( , direct marketing and events) Enable tracking of mupltiple accounts: thus speeding up the working process by shortening the time consumed in processing the doucments needed by the clients or the agents/associates/channel partners or real estate owner to know the relevant details restricted to their role logins. For a start up of real estate business, it is essential to control all expenses. It is wiser to spend on quality products which cost least. For this, using CRM-Re software is of great help since it is less expensive yet contains numerous useful features. Among its cost efficient features are flexible pricing, no minimal contract, free uploads and free s. Designed & Developed by Dotcom Creations

14 Benefits of CRM Software
Why should you opt this software for your organization? 1 2 3 4 5 6 Software is hosted on high-end Virtual Private Servers, those that are fast, secured and safe (being highly encrypted and calibred). Vital Data goes in encrypted format to database server, so no one can have an access to your data without your permission. There is no chance of Data Loss, for Data Backup is maintained in different places from where it can be retrieved instantly. Even these data can be downloaded by oneself or can be mailed to you periodically by your service provider. Exhaustive Dashboard to show previous day happenings. Direct Event Notifications to Super Admin, like add/edit & delete by any of the role user. Real time data can be accessed on One Click Only. Designed & Developed by Dotcom Creations

15 Benefits of CRM Software
In continuous to previous slide… Benefits of CRM Software Why should you opt this software for your organization? 7 8 9 10 11 12 Adaptable to modules like Multi-Level Marketing plans. Automates the process of tracking every interaction between a Client and an Executive. Updated Plot availability status in any of the projects. Customized Reports on any of the modules undertaken in the CRM-Re Software. CRM-Re is an exhaustive Real Estate Software which covers almost anything and everything regarding Lead generation, Lead distribution, filing of Daily Sales Reports, Follow-ups, Call maturity, everything related to Property Booking, EMI generation and so on and so forth. Generates customizable documents like Receipts, Allotment Letters, No-Dues Certificates & Payment Reminders etc. Designed & Developed by Dotcom Creations

16 Benefits of CRM Software
In continuous to previous slide… Benefits of CRM Software Why should you opt this software for your organization? 13 14 Sends automated SMS & s on important events like EMI Reminders, Cheque Clearance & Bouncing, on Adding Booking; Clients; Associates; Employee, Client’s Birthday & Anniversary and many more. A software dedicated to the Real Estate Industry with huge potential of Customization as per the needs and requirements of the Client. 15 16 17 Generates graphical analysis tenure wise for team hurdles & team meetings to aid managerial decision making. Incorporated with all required validations to avoid malfunctioning. Various customized Commission Plan modules like Fixed or Direct Percentage, Hierarchical Plan, Target Base Motivational Plan for any of the In-house Employees and Channel Partners. Designed & Developed by Dotcom Creations

17 Dashboard Screen Shots For better understanding
Dashboard is summarized information of daily happenings in software, assisted with relevant graphs & figures.

18 Add Enquiry Screen Shots For better understanding
Enquiries can be added here, If client is positive it will be marked as LEAD and allotted to sales team for further follow-up otherwise it will be saved in TRASH BOX

19 View Enquiry Screen Shots For better understanding
All saved enquiries are listed here, by default it shows PENDING status , as soon as an executive start working on it, It show IN PROCESS. An enq. can be FORWARDED or CLOSE with FINAL REPORT.

20 Add Follow-Up Screen Shots For better understanding
Sales executive can mark their discussion(s) with the client through this form from his own user-login and can mark next follow-up date and time.

21 Employee Login Interface
Screen Shots Employee Login Interface For better understanding Summary of discussion(s) made by sales executive through his login. Admin can give suggestions on every follow-up to the executive through super admin login.

22 Property Master Screen Shots For better understanding
In this interface, we have to define Project(s), PLC’s, Size(s), Property Inventory & Other Charges (If any)

23 Property Master Screen Shots For better understanding
In this segment we have to define the property details as shown in the slide and save the same.

24 Unit Master Screen Shots For better understanding
This is the inventory segment where each individual plot details can be edited as per the fields defined.

25 Step 1. Select Booking Date & Client Name
Screen Shots Add Booking -1 For better understanding Step 1. Select Booking Date & Client Name

26 Add Booking - 2 Screen Shots For better understanding
Step 2. Select Project & Enter Plot No. Here we can also mark sale by executive/associate

27 Step 3. Enter discount figure (if any) & continue
Screen Shots Add Booking - 3 For better understanding Step 3. Enter discount figure (if any) & continue

28 Final Step. Select the payment plan and generate required EMIs
Screen Shots Add Booking - 4 For better understanding Final Step. Select the payment plan and generate required EMIs

29 View Booking Screen Shots For better understanding View Booking
Allotment Letter Upload Documents Transfer Booking Registry Marking Cancel Booking View Booking

30 Details of client, booking & payment can be viewed and edited
Screen Shots Booking Summary For better understanding Details of client, booking & payment can be viewed and edited

31 Details of client, booking & payment can be viewed and edited
In continuous to previous slide… Screen Shots Booking Summary For better understanding Details of client, booking & payment can be viewed and edited

32 Screen Shots Add Payment For better understanding Add payment details

33 Receipts Screen Shots For better understanding
Customizable Receipts on your letter head, plain paper or on pre-printed format

34 Role management for authority distribution to your back office staff
Screen Shots Role Management For better understanding Role management for authority distribution to your back office staff

35 Graphical analysis for Managerial Decision Making & Team Huddles
Screen Shots Graphical Analysis For better understanding Graphical analysis for Managerial Decision Making & Team Huddles

36 Customized reports can be generated as per the requirement.
Booking Summary Report Due EMI Reports Bounced Cheque Reports Cleared EMI Reports Employee’s Business Reports Ch. Partner’s Business Reports Commission & Payout Reports Pending/Completed Registry Reports Site Visit Reports Cheque/Cash Collection Report Cheques In-Process Reports Hole Booking Reports All Settled Booking Reports Buy Back Reports Lead Reports Urgent Task Reports Client Follow-up Reports In Process Enquiry Reports Closed Enquiry Reports Matured Enquiry Report Employee-wise Enquiry Status Enquiry Source Report Reason of Closing Reports Customized reports can be generated as per the requirement.

37 Reports Screen Shots For better understanding
Reports of enquiry, site visit, booking, commission, defaulters at your finger tips. Downloadable in Excel Format

38 Our Client List In Real Estate Sector Lucknow Property Wala
Nayyar Land & Impresarios Pvt. Ltd.  Acumen Leasing & Infraestate Pvt. Ltd.  Shree Raj Infra Housing Pvt. Ltd.  Awadh Infra Developers Pvt. Ltd.  Gangotri Infra Reality Pvt. Ltd.  Godawari Developers Sukriti Structures Pvt. Ltd. Minarets Developers Lucknow Property Wala   Reality Store  Mahesh Infracon Pvt. Ltd.  NG Buildcon Pvt. Ltd.  Vasundhara Group RK Constructions Pvt. Ltd.  Polaars Infra Developers Pvt. Ltd.  Astha Infra Heights Pvt. Ltd.    Atal Infratech Pvt. Ltd.

39 Dotcom Creations An Overview
At Dotcom Creations, we provide best customized solutions on all grounds of information technology with the KISS - Keep IT Simple & Straight approach. We provide a range of services; right from creating a logo to setting up an entire IT Solution. Dotcom Creations has developed a structured design and production process, ensuring that creative goals are realized and projects are delivered on schedule and within budget. This ensures that our clients' expectations are not just met - they are exceeded. We offer a wealth of industry expertise; combining creativity, strategic management, marketing and technical knowledge along with extensive project management experience. We will work with your company to build a dynamic and effective e-product that will establish your business worldwide through the electronic market. Our courteous and dedicated staff strive to ensure that your business conveys the message you want, helping you promote and expand your business goals in the best ways possible. We also keep track of changing trends in global market and provide you the latest and best out of it. Now more than ever the market for e-business is soaring to new heights and Dotcom Creations has the capability to build your e-product quickly and successfully. To know more log onto –

40 Visit us at – www.dotcomcreations.biz
THANK YOU! This is a brief presentation of CRM-Re designed & developed by Dotcom Creations, enriched with value added features, facilities & customization ratio. This software will surely add to the growth and development of your organizations. To bring in this software to your daily operations give us a call on # , # , # or write us at Visit us at –


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