Tenant & Landlord Self Service Portal  

Discover a smarter way to manage your rental properties and tenancy relationships through self-service portal. 

Designed For

Comprehensive and user-friendly Customer Relationship Management (CRM) solution designed specifically for real estate agents and brokers.

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Our solution is an essential tool for real estate agents, offering a centralized platform for managing clients, leads, properties, and tasks. It enhances communication, streamlines workflows, provides valuable insights, and ultimately helps agents provide better service and achieve greater success in the competitive real estate industry.

  • Lead Management 

  • Property Listing Management

  • Task and Appointment Management

  • Analytics and Reporting

  • Client Information Centralization

  • Mobile Accessibility

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Our solution is an invaluable resource for real estate brokers, providing the tools needed to centralize data, streamline operations, enhance communication, and gain insights into business performance. By using a CRM, brokers can effectively manage their team and client relationships, ultimately leading to increased efficiency and business success.

  • Centralized Client and Agent Management

  • Lead Distribution

  • Property and Listing Management

  • Transaction Tracking

  • Team Collaboration
  • Marketing and Branding
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360-degree overview for lead management, sales outreach, and customer funnel 

With its user-friendly interface, advanced features, and robust reporting capabilities, this solution plays an ideal tool for professionals looking to excel in the competitive real estate industry to elevate business to new opportunities. 

Benefits

Using an Agent and Broker CRM (Customer Relationship Management) system can provide several benefits to real estate agents and brokers. 

Consolidate all client and property-related information in one place, including contact details, property history, and transaction records. This can help reduce errors, save time, and improve the accuracy and wholeness of data. 

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Improve communication between real estate agents, brokers, and clients through multiple channels, such as email, text messaging, and chat. This can help reduce miscommunication, improve response times, and enhance client satisfaction. 

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Manage marketing campaigns and capture and track leads through the sales funnel, allowing real estate agents and brokers to attract and retain more clients with timely follow-ups. This can help increase sales and revenue.

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Provide insights into various aspects of the real estate business, including market trends, property values, and client behavior. This can help real estate agents and brokers make data-driven decisions, improve performance, and optimize resources. 

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Automate various tasks, such as appointment scheduling, lead tracking, and contract management, reducing the workload on real estate agents and brokers. This can help improve efficiency, reduce errors, and free up time for more strategic tasks. 

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Cloud CRM capabilities are supported by efficient mobile app features mirroring the data from any device, allowing real estate professionals to access client information, respond to inquiries, and manage tasks while on the go. 

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Powered By

Microsoft 365
Dynamics 365
Microsoft PowerApps
Power Bi
Microsoft Azure

FAQs

5

Frequently asked questions (FAQs) regarding CRM for real estate agents and brokers:

  • Yes, CRM software can be used by individual agents as well as brokerages with multiple agents. It often includes features for team collaboration and lead distribution.
  • A CRM (Customer Relationship Management) system is a software tool that helps real estate professionals manage client relationships, leads, properties, and tasks more efficiently. It centralizes client information, automates communication, and provides insights for better decision-making.
  • Most CRM providers offer training resources, tutorials, and customer support to help you get started and make the most of the software.
  • Key features to consider include contact management, lead tracking, property listing management, email marketing, task and appointment scheduling, analytics and reporting, mobile accessibility, and integration capabilities.
  • The cost of a CRM can vary depending on the provider and the features you need. While there is an initial investment, the time and efficiency savings, along with improved client relationships, often make it a worthwhile investment for real estate professionals.
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