Realestate Brokers CRM

Real estate developers and brokers can greatly benefit from implementing a real estate Customer Relationship Management (CRM) system. These tools provide a centralized platform to manage interactions with clients, leads, and properties, streamlining operations and enhancing efficiency. By organizing and automating tasks such as lead management, email communication, and property listings, a CRM system enables developers and brokers to focus more on building relationships and closing deals. Furthermore, CRM systems offer valuable insights through analytics and reporting features, allowing businesses to make data-driven decisions and tailor their strategies to better meet client needs. Overall, investing in a real estate CRM solution not only boosts productivity and sales but also enhances the overall customer experience, leading to long-term success in the competitive real estate market.

Technical Specifications:

• Built from Scratch: All our work is coded entirely from scratch using our own codes without using any ready-made platforms, whether free or paid, providing maximum protection, development flexibility, and performance excellence.
• ِAccessibility: Responsive design compatible with all screen sizes and devices and can be used via any browser running on any operating system.
• Flexibility: Ability to export system information in Excel Sheet or save as PDF format from the browser.
• Dashboard: Home page displaying brief details of the system's performance as a whole: total sales, total expenses, total profitability, etc.
• Settings: Modify key settings such as system configuration and email.
• User groups: A table containing system user permissions to control their permissions according to their roles.
• Users: A table containing all system users, their respective groups, activation status, and deactivation.
• User breaks: A table containing employee breaks and the duration of the break.
• Banks and safes: A table containing financial resources, their currencies, and their balances.
• Currencies: Ability to add invoices and expenses in up to 3 currencies of the client's choice.
• Customers: A table containing customer details, their interests, their respective files, and activation status.
• Cities and governorates: A table containing details of cities and governorates to link them to units.
• Unit departments and types: A table containing details of unit departments and types.
• Units: A table containing all unit details (area, rooms, finishing, etc.), owner information, location on the map, and images.
• Miscellaneous expenses: Expenses not related to unit activities such as rents, operating expenses, and employee salaries.
• Miscellaneous revenues: Revenues not related to unit activities such as cafeteria revenues.
• Invoices: Recording service sales transactions, payments made, outstanding amounts, and installments.
• Customer Relationship Forms:
  • An unlimited number of forms detailing the customer and the salesperson responsible.
  • An unlimited number of responses to forms to record interactions between the salesperson and the customer.
  • Ability to search for interactive customers with specific units or projects within a specific period.
  • Ability to transfer customer forms between salespersons. o Bulk import and export of form information in CSV and Excel formats.
• Customer Visits:
  • An unlimited number of visits detailing the customer and the salesperson responsible.
  • An unlimited number of visit results to record interactions between the salesperson and the customer.
  • Ability to search for visiting customers regarding specific units or projects within a specific period. o Ability to transfer customer visits between salespersons.
  • Bulk import and export of visit information in CSV and Excel formats.
• Customer Inspections:
  • An unlimited number of inspections detailing the customer and the salesperson responsible.
  • An unlimited number of inspection results to record interactions between the salesperson and the customer.
  • Ability to search for customers who have inspected specific units or projects within a specific period.
  • Ability to transfer customer inspections between salespersons. o Bulk import and export of inspection information in CSV and Excel formats.
• Backup: Creation of an unlimited number of backups with automatic backups of the database every 12 hours for 6 months.
• Logs: A table containing the log of operations performed by all system users.
• Reports: The system includes a variety of reports.