Revolutionizing
Real Estate with
CRM Solutions
Streamlining your Real Estate Business for Success
The Power of CRM in Real Estate
Driving growth and Productivity
It is all about your Customers and the Relationships you build with them
Essential Features of a Real Estate CRM
Tailored Solutions for Real Estate Professionals
Manage the entire Customer, Sales, & Billing and Project Life cycle
Manage Customers, Projects, and Create Invoices in the Cloud
Our Customer Relationship Management software is a great fit for almost any small or medium Business, Consultancy, or industry
Features you will love
- Lead Management
- Proposal Management
- Invoice Management
- Expenses Management
- Customer Management
- Estimates & Quotes
Customer portal your clients will love.
Give customers their own portal with data relating to their transaction.
Easily sell more, look professional, and dominate youur industry
Features your clients will love
- Announcements
- files Management
- Online Payments
- Automated Notifications
- Customer Support
Modules & Features
Lead
Easily import, organise and track leads, & their progress in different stages.
Customers
Easily manage your customers enagemen and lifecycle.
Customer Portal
Give customers their own portal with data relating to their transaction.
Staff
Manage all your staff members and access permissions from one place.
Permissions
Give specific permissions to determine what staff can or can't do.
Estimate & Quotes
Create estimates & quotes for customers and send directly to their email.
Invoices
Generate and track invoices, with multi currency and tax calculations.
Recurring Invoices
Create recurring invoices that will be regenerated automatically.
Notifications
Get notifications when quotes or invoices are accepted
Automatic Conversations
Auto conversation of quotes & proposals to invoices after customer accept.
Online Payments
Receive payments from custom payment gateway in different currencies.
Expense
Keep track of every expense within your organisation.
Recurring Expense
Set up a recurring expense that will auto-created after scheduled date.
Task
Assign task to multiple employees, add followers, comments, & attachments.
Proposal
Create, track & manage proposals with activity notification.
Contracts
View contracts with customers & add reminders for monitoring.
Calendar
Keep tabs of private or public events & receive notification for the events.
Staff Reminders
Setup with built-in reminders notifications for staff member.
Projects
Manage the entire lifecycle of projects including time spent, expense, staff.
Personal to-do list
Every staff member can have their own personal todo dashboard.
Customer admin
Allow staffs to auto import & resolve tickets via departmental email.
Milestones
Create milestones for projects & also, drag and drop tasks in between.
Goals Tracking
Track "Sales Team" goals, progress & achievements with regards to projects.
Activity Log
Track all staff activity, adding new items, creating, deleting.
Ticketing
Usable features like notes, assignments, priorities, attachments, e.t.c
Support System
Allows staff to track and resolve issues via by auto response systems.
Knowledge Base
Documents or articles with K.B links can be added to the company bank.
Web to Lead Form
Allows you to import information leads fill in the form with Perfect CRM.
Surveys
Create surveys for staff, leads, & clients to increase relations.
Company NewsFeed
Share information about company events for easy employee's communications
Custom Fieds
Extra information about the customers, leads, tickets, invoices, company, e.t.c
Email Templates
Set Up predefined email templates from text editor. Merge fields available.
Media Library
Staff members can upload files in their departmental media library.
Custom Profile
Customize your portal with your company branding features and need.
Responsive
The platform can be easily accessed from multiple devices.
Action Hooks
Prevents editing of core files that have action hooks functionalities.
Report
Gives detailed report of sales, expenses & articles usefulness to clients.
Auto back-up Database
Setting CRM on auto backup prevents lose your important data.
Data Encryption
Perfect CRM encrypts all sensitive data with unique encryption key.
CUSTOMER & CLIENT AREA FEATURES
Ticket Support
Allows customers to channel complaints of issues appropriately.
Invoice
Review payment invoices progress received for projects.
Estimates
Customers can view and make actions on the estimate.
Contracts
Customers can keep up with received contract documents.
Project
Permit projects history review & adjustment to descriptions.
Proposal
Proposals received are to be lodged & viewed for reference.
Payment
View payment history and invoice progress at a glance.
Files
Stores all files & interactions that have been sent & received.
Company Details
Information about client's company, agent & billing add.
Calender
Clear view of upcoming invoice payments, expiration, & reminders
Announcement
Progress update & announcement of promotions.
Customer Admin
An authorized member of staff that handles their clients.