Streamline your document signing process with property crm software in Onboarding forms

How to create outlook signature

i t ways welcomes to you in this video if you are connected to real estate business then this software will helps you a lot we are going to describe some functionality of this software also customization is available ing to you now we come to the point and let's start we just logged into the crm and this is the dashboard page here we can see the total attempted call interested clients and total deals done also here is a dynamic chart which indicates all the leads that how many leads are in the panel how many calls we attempted and unattended today's pending follow-up old pending follow-ups deal done status etc here you can see the last login detail my account details login history and log out now let's come to the side menu and see what's inside the menu and working of all menu items we can see the left menu items like dashboard clients agents projects properties leads search leads payments agreements master setting and support okay now we are going to create a new client for the demo we are filling client name as a client name [Music] now we can see the list of all clients here also we can view client details like payments done by client agreement registry stamp duty is completed or still pending how many properties client purchased from us and when sell the property with edit button we can update or edit the details of clients another button is delete if we don't required the client in our crm then we can delete it [Music] as same as above we can add the agents in our crm it will help that which agent sell the property or give the information of the property we can see the agent history in this agent panel also we can delete if we don't required any more projects in the project we can add the projects and project details also we can see that how many properties we have under the same projects to sell [Music] properties in the properties area we can add the property details we need to sell select project fill property details also we can mention here if any agent involved also we can mention the cost of property demanded by property owner [Music] we can add amenities from master after adding master amenities it will be reflect on properties section to select [Music] [Music] leads in leads section we can add the new leads to call or reminder just click on add new lead fill all the details and select property type required by the customer and source of the customer it will define the source of customer if customer comes by any agent then select source as agent which is created earlier we can also add property type and source of lead from master [Music] freshly under lead section here only fresh leads will be display you can say an attempted lead which is never called by us here we can update lead details like customer requirements budget area also we can set the lead status and call status and right side we can update the conversation with the client it will appears once i set lead status as attempted we can also set the follow-up date so it will remind us to call on same day also we can see all upcoming follow-ups on upcoming follow-up section as well as upcoming follow-ups we can see today's follow-ups old pending follow-ups and also we can see all leads in the crm we can search the lead by name number or any keywords [Music] in payment section we can update the payments and balance of clients we can see the payment history of the client in the agreement section we can update and see the details of agreement or registry in master we already used master section to create source property type amenities in settings we can create new user accounts and set their roles change passwords and check the login history also we can check the login history from top right corner section as i discussed earlier [Music] thanks for watching this video i hope you like it we can develop fully customized software ing to your requirement in very low budget thank you