Real Estate CRM Solution

CRM Modules CRM Emailing Companies and contacts Emailings sending Creation of segments, audiences List & details Emailing creation / management Professional data and customized Emailings sending History of activities (reports and tasks) Analysis & reports Documents Projects status Prescribers, Agents and contacts Contacts / day / projects List & details, Extranet connection Monthly Reports Sales reports Marketing reports & ROI Prospects & Clients (Link to the prescribers, campaign origin, Marketing)

Real Estate Modules Projects and bookings Documentation Management List of projects Upload of documents by criteria (Project, type, department, security,…) Projects Management Apartment Management List of documents with filters and security rights Attribution of Apartments Apartments booking Search engine of documents with filters Management of marketing documents for prescribers Human resources management Management of Internal documents Employees list (team) Details of the employees and sales activities reports Analysis (number of appartments by type, by booking type, by booking step) Sales objectives Prescribers Extranet Management of the connections and the logs Projects list Holidays management Details of the projects, apartments and documents associated

Backoffice Modules Administration Management of dictionnary tables (Cities, Countries, Sectors, revenues range,…) Emailing template management Merge of data Importation of Clients & contacts from CSV, Excel Creation of customized fields Management of rights and authorizations

Dashboard

Detail of one project

List of apartments

Book an apartment

Booking Workflow

Sales activity creation

Details of a company

List of marketing campaigns

Emailings List

Emailing view

Book an apartment (2)

Calendar of sales people

Create a promotion

Management of rights

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