1. Real Estate CRM Solution

3. CRM Modules CRM Emailing Companies and contacts Emailings sending
Creation of segments, audiences
List & details
ing creation / management
Professional data and customized
ings 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)

4. 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

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

6. Dashboard

7. Detail of one project

8. List of apartments

9. Book an apartment

10. Booking Workflow

11. Sales activity creation

12. Details of a company

13. List of marketing campaigns

14. ings List

15. ing view

16. Book an apartment (2)

17. Calendar of sales people

18. Create a promotion

19. Management of rights

20. Thanks for your attention