CRM for Real Estate Agents: Empowering Agents with Advanced CRM Solutions

In the fast-paced world of real estate, staying ahead of the competition and providing exceptional customer service is crucial. Meet our cutting-edge CRM solution tailor-made for real estate agents built on the Zoho CRM Platform – the ultimate tool to simplify and streamline your real estate business. This CRM solution is customized for Real Estate Agents on top of Zoho CRM Enterprise Edition, making it a powerful end-to-end solution accelerator for real estate agents and brokers.

Why Choose Propelty CRM for Real Estate Agents?

Simplified Business Processes: Our CRM takes care of the nitty-gritty details, from property bookings and real-time inventory management to brokerages and processing property transfers. Say goodbye to manual processes and focus on driving your business forward.

Seamless Integration: Leverage the power of Zoho CRM Enterprise Edition in harmony with our CRM solution. Benefit from extended features, including prospect management, marketing campaigns, sales deal tracking, quotes generation, and insightful reports and dashboards.
360-degree Customer View: Gain a comprehensive view of your customers with detailed contact information, project interests, booked or bought properties, and interaction history. Understand your customers’ needs better and provide personalized offerings.

Key Features of CRM for Real Estate Agents

Prospect Management: Capture and manage prospects from various sources, such as online inquiries, field sales, and telesales. Qualify leads for inside sales teams and convert them into qualified opportunities, all customized to suit the property industry.

Marketing Campaigns: Tailor email marketing campaigns specific to the real estate industry, engaging potential buyers and sellers effectively.

Companies/Contacts: Organize companies and contacts with relevant data fields to categorize and target offerings more efficiently. This customized module provides a 360-degree view of customers, their interests, and property interactions.

Sales Deals and Quotes: Track sales opportunities through a customized pipeline, from initial qualification to closure. Generate property quotes seamlessly within Zoho CRM.

Mobile Access: Empower your sales team with mobile access through Mobile, ensuring they stay connected and productive on the move.

Developers Management: If you are a real estate broker selling inventory from multiple developers, easily manage developers and their properties.

Projects and Properties: Access complete project information with drill-down options for individual saleable properties. Get real-time insights into property availability, offers received, and payment details.

Bookings and Invoicing: Facilitate query and booking processes with real-time availability, applicant information, allotment letter generation, discounts, and approvals. Generate invoices, track taxation, and optimize collection processes with automated alerts.

Property Transactions: Effortlessly track property transactions, including registration, transfer, possession, cancellation, allotment, and surrender.

Broker Management: Manage brokers and sub-brokers, track referral clients, and calculate brokerage payments for a seamless sales channel.

Printing: Simplify bulk printing of letters, agreements, and documents for increased efficiency.

Software Requirements and Installation

The Propelty CRM for Real Estate Agents can be accessed over a browser. You need a license of Propelty CRM from us to use this software. Contact us for more details.

Upgrades and Pricing

As a solution accelerator, we continuously improve and upgrade our CRM to align with industry needs. Any further upgrades are taken up as solution upgrade projects. The pricing for our CRM solution is based on the level of customization your company requires. Please contact us to discuss pricing details tailored to your unique needs.

With our CRM for Real Estate Agents, say hello to enhanced productivity, improved customer engagement, and simplified business processes. Embrace the power of streamlined operations and take your real estate business to new heights with our CRM solution. Contact us today and revolutionize the way you do real estate!