Experience the Benefits of Property Crm Systems for Financial Services

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hey this is shaburi from Golden Lion in today's video I'll walk you through how you can leverage the whole CRM for your realistic development business built on top of award-winning Zoho CRM the real estate developer CRM lets you manage your Properties by Development building and units not only that with this tailored CRM in place you can manage all your inquiries in one place streamline your sales Pipeline and generate comprehensive reports in short it helps you taking your business to the next level best of all you can access the system from anywhere with just a browser no need to download any software whatsoever you can also access the system via Android or iOS mobile apps and manage your business on the go the pricing is super affordable and you can go live with the system within four to five business days so with this backdrop let us jump into the demonstration and see how the real estate developer CRM works this is the home page of your CRM where you might want to see the most important metrics for your business as you can see we have set up the deals closed in the current month deals in the pipeline deals by stages deals by sales people and deals by lead sources and you can customize this home page with different dashboards for various roles you can see all the modules like developments buildings units leads companies contacts deals Etc laid out in a simple uncluttered way if you get into the development module you will see all your developments here in the canvas view you will see the key details of the developments at a glance now if you get inside a particular development you will see the development type starting price website present status and location here all other details about the development are maintained here and you can see the buildings within this development as well if you navigate to this building here you have all relevant details of this building and you can see the property units within this building as well now if you go into the uni details here you can see all details about this particular unit listed here the units are categorized as men unit parking unit Cabana unit and storage unit you can add more unit types if needed so this is how you can manage your Property database by developments buildings and units not only that as and when needed you can quickly generate a stacking plan for each of your developments that shows the status of units by buildings and Floors this report lets you see all the available units for any new inquiry that you might receive now let's see how you can manage your sales Pipeline effortlessly with a realistic developer CRM all your inquiries that you might have received from various sources are housed here if you get inside Elite record you can see all details of the need here you can see their contact information present status requirement type and so on once you have contacted the lead you can capture the details of the requirement here information like budget the reason for purchase purchase time frame Etc can be crucial for qualifying a lead once you have captured the details you might want to schedule different activities such as a follow-up call a meeting Etc to nurture this lead further you can create these activities here set a due date and assign them to yourself or to a different team member you can choose to notify them via email and a pop-up notification this way you will never have to miss out on any activities and follow-ups ever again once you have nurtured this lead understood the requirement you might want to move them forward in the sales cycle at this point you can go ahead and convert this lead into a contact in case of a commercial lead you would be creating a contact and a company here in the case of a retail lead you will be converting it into a contact you can choose to create a new deal for them as well as the deal progresses you would need to set up the site visit date once the visit is done you can update the system and capture the site visit feedback here the checklist here reminds you to update the brokerage agency name if applicable once that is done the system automatically prompts you to add many unit details here unit selected you can update buyers first offer and so on this way the system guides your sales team in a step-by-step manner until you have closed the deal you capture any counter offer the status of the offer and paymate mode here you can generate the complete offer form with just one click here you can either share it via an email as a PDF document or print it out in case the customer is interested in purchasing any add-ons unit you can keep track of the same here once you have added all these details the system automatically calculates the payment Milestones based on your predefined criteria for this development as and when you receive the payments you can update the deposit amount and date here now as you keep selling properties for a development and collect payments they get accumulated and displayed in the development module as total revenue now based on the total cost that you have already updated for this development the system shows you the profit here as well the system comes with a number of useful reports that help you keep a track of your business and during the onboarding process we offer complete training on how to generate different reports as well how cool is that so if you're looking at taking your business to the next level it is time to schedule a complete demonstration of the real estate developer CRM you can go to our website and schedule a no obligation demonstration at your convenient date and time once you schedule a demonstration we'll share the meeting invite immediately we'll look forward to meeting you