We have implemented SuiteCRM Real Estate CRM at different property dealing companies to help them for better Lead management, Contact management, Project management, Bookings management, Plots & Units management and lot more. Leads generated from the website, campaigns and various marketing efforts gets assigned to the sales team who further generates bookings. In bookings module, there will be status maintained with business workflows to trigger alerts and actions to other integrated systems.
Analytics is the end result from any system deployment and Real Estate companies require niche expertise to transform data into meaning full reports to make real-time decisions. Real Estate industry is very dynamic and competitive which fluctuates due to the market condition, we deliver few reports out of the box and lot more can customize designed using drag and drop report engine.
SuiteCRM Real-estate CRM module allows users to convert a lead to customer and allocates shortlisted properties in bookings module to block the units from getting booked by another agent and upon crossing the timelines with no advance payment confirmation the inventory will be again made available for other sales people to sell those units.
Based on booking life cycle there will be various payment terms that are been agreed by sales such as milestone based or monthly EMIs or full payment or partial payments etc., In SuiteCRM Real-estate CRM system we have custom payments and collections module that generates demand notes automatically to trigger payment follow-up task before the due date.