A Real estate crm has multiple success criteria so that it can create value to Agents and Brokers.
Plug and Play – A Realtor would not want to invest a lot of time and effort to learn the solution.
Agile – Real Estate market is competitive and solution must help Realtor reach a prospect faster.
Multi-Channel – The solution must help reaching out to prospects in many ways like Email, Text, Calls
Website Integration – A property must have single version of truth in CRM and Realtor’s portal
The real estate CRM must of course capture leads, showing requests in a single system so that it helps the agents. Thus a full fledged CRM application like SugarCRM needs to be customized to meet the need of an Agent.
SugarCRM Real Estate Solution by Veon Consulting
We have tremendous experience in customizing SugarCRM specially for Real Estate industry vertical.This solution enables both the segments in managing the following ways
Property listing and availability
Customer details and their preferences management
Contract Details and associated lease agreement generation
Collections Monitoring based on the contract
Agent Pipeline and commission management
Google Maps integration for locating the property