Real Estate CRM

Focusing on customer's best interest IT AAKASH has launched a brand new software i.e REAL ESTATE CRM for SME Real Estate. REAL ESTATE CRM is a web based and mobile based start to end CRM solution that satises all the requirements of SME's real estate and construction industry. It provides quick ROI to SME real estate.


Features & Advantages

  • Simplifed and affordable web based CRM software.
  • Installation compatibility with OS, linux, Mac, Windows.
  • Seamless integration with mobile, email, SMS, Tally and IVR.
  • Manage Leads, Customer Data, Sales and post sales activity.
  • Clear focus on least implementation duration.
  • Scalable solution to drive growth of SME's to large unit.
    • Pending Task Pop Up.
    • Work Flow & Dashboard Visual Reports.
    • CRM Performance Report Through Mail(Exclusively for dept. Heads)
  • Create Master setup for companies.
  • Create users and manage password.
  • Define statutory setup for companies.
  • Helps to define Project & Sub project details like total sale area, basic rate, floor rise rate & even payment schedule.
  • Maintain the records of enquiries received through telecalling and other sources.
  • Helps to track the follow up done.
  • Manages all Sales activity like creation of the customer ,allocation of unit collection of receipts, allocation car parking etc.
  • Manages all post sale activity like sales follow up, cancellation of unit, transfer of unit,refund etc.
  • Maintain the details of Mortgage
  • Manages all Post sale activities like Sales follow up, Agreement, Possession, Cancellation, & Transfer of unit.
  • Record’s the Customer Complaint.
  • Generation of Agreement letter
  • Generate the reports of all module at one place, it’s a centralized module for all the reports .
  • Generate the reports of enquiry follow up, source wise enquiry, performance report etc.
  • Generates the reports like Installment letter, Demand letter, Reminder letter, Member finance info, Project finance info etc.
  • Ready integration with Email & SMS for bulk Email and bulk SMS.
  • Integration with Click to Call for Incoming and outgoing calls.
  • Common platform for all channel Partners throughout the organization.

Flowchart of Real Estate CRM




Steps For Real Estate CRM implementation

  • Sharing of import templates for gathering data to map in Real Estate CRM
  • Installation & conguration of Real Estate CRM product
  • Creation of user permission matrix in Real Estate CRM
  • Training session on all Real Estate CRM modules
  • Migration of data in Real Estate CRM
  • Project "Go Live" documentation (System in END user's hand)
  • Real Estate CRM system reports approval & closing of project