Customer Relation Management

Customer Relation Management

1. Contact Management

  • Centralized Database: Stores all customer information in one place, including contact details, communication history, and preferences.

  • 360-Degree View: Provides a comprehensive view of each customer, including purchase history, interactions, and past issues, to improve personalized communication.

  • Segmentation: Allows you to categorize customers based on demographics, behavior, or engagement level to tailor marketing efforts and sales strategies.

2. Sales Automation

  • Lead Management: Tracks leads from initial contact through to conversion, enabling follow-ups and automated nurturing.

  • Sales Pipeline: Visualizes sales stages, making it easy to track the status of deals, set reminders, and predict future sales.

  • Task Management: Assigns tasks and reminders to sales reps to ensure timely follow-ups and prevent missed opportunities.

  • Sales Forecasting: Provides analytics to predict future sales based on historical data, pipeline status, and trends.

3. Customer Support and Service

  • Ticketing System: Manages customer support requests by categorizing, prioritizing, and tracking tickets from resolution to closure.

  • Case Management: Helps resolve customer issues efficiently, assigning cases to the right team members, and tracking progress.

  • Knowledge Base: Provides a repository of articles, FAQs, and guides to help customers resolve common issues independently.

  • Customer Feedback: Tracks customer satisfaction through surveys, reviews, or feedback forms, helping to improve service quality.

4. Real-Time Listings and Updates

  • Automatic Updates: Ensures that property listings are updated in real time, reducing the risk of outdated information.

  • Price Alerts: Provides alerts for price drops, new listings, or availability changes based on user preferences.

  • Property Availability: Shows up-to-date availability (sold, rented, or active status) of properties to avoid confusion.

5. Document Management

  • File Storage: Centralized storage for all property-related documents (contracts, inspection reports, title deeds, etc.).

  • Document Sharing: Allows sharing of documents securely between agents, clients, and other stakeholders.

  • Compliance and Regulation: Ensures that all necessary documents comply with local real estate laws and regulations.

6. Client and Agent Communication

  • In-App Messaging: Allows agents and clients to communicate directly within the platform.

  • Appointment Scheduling: Facilitates scheduling property viewings, meetings, or follow-up calls, integrated with calendars.

  • Notifications: Sends automated notifications for appointments, property updates, or contract milestones.

7. Share WhatsApp / Email

  • Easily share: Reports can also download in the format of Excel, Csv, Pdf and json formats.

8. Mobile Access

  • Mobile App: Allows  tracking and management via mobile devices, ideal for warehouse staff or sales teams in the field.

  • Real-Time Updates: Ensures inventory data is updated in real-time even when accessed via mobile.

9. Analytics and Reporting

  • Market Trends: Provides insights into local real estate market trends, pricing, and demand for different property types.

  • Sales Performance: Tracks the performance of agents, including the number of sales, average time to sell, and commissions earned.

  • Property Insights: Analyzes specific properties, helping to predict investment returns or property appreciation potential.

10. Cloud-Based vs. On-Premises

  • Cloud-Based: Provides remote access, automatic updates, and scalability with no need for internal IT infrastructure.

  • On-Premises: Offers complete control over the system but requires internal hardware and maintenance.

11. Backup and Disaster Recovery

  • Data Backup: Ensures data is regularly backed up to prevent loss due to system failures or disasters.

  • Disaster Recovery: A robust disaster recovery plan to restore data and operations quickly in case of emergencies.

12. Customer Support

  • Technical Support: Access to helpdesk or technical support for troubleshooting.

  • Training Resources: Provides tutorials, documentation, and user manuals for staff training.

  • Chat box: For Technical Assistance.