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hi here is a quick demo of real estate CRM software in this I'll be covering the end-to-end functions of real estate CRM software available with solid performance CRM with the help of solid Performance Real Estate Management CRM software you can easily manage all your inquiries site visits customers payment voucher projects as well as property details and you can also manage the support ticket and finances with solid performance CRM you can be able to create multiple reports and you can add users with various user roles I'll be covering the end-to-end functions in this demo video moving on to dashboard with solid performance you can have two types of dashboard one is the default dashboard which is available in the system already and you can also create multiple custom dashboards as per your requirement for example if you want to create a separate dashboard for inquiry along with the stage and Status based graphs of inquiry then you can easily create that in a similar way if you want to have a separate dashboard for customers you can create that we have provided you with the options to create multiple custom dashboards in the settings panel if you consider the default dashboard you can Define the target for a user and the achievement of the Target also will be displayed here you will also get to know how many leads are allocated for this month and how many leads are received and what is the payment received what is the pipeline value for the next one year everything will be visible in the dashboard itself this deal pipeline will be generated primarily from your site visit module and this will be really useful in order to achieve your Target on a month-on-one basis being in real estate business it is very important for you to understand what is the expected closure for the next one month or one year and it is easily possible with this particular graph let us move to the inquiry module from the inquiry module you can add a new inquiry you can also upload your existing bulk and query or we have got multiple Integrations and all the leads will come to the CRM directly we have got Integrations with multiple providers available in the market and under integration settings you will see all the available options these enclosed we have got Facebook integration Google form integration so like a magicbricks housing.com 99 Acres all these Integrations are available in case if you want us to integrate with any new provider you can let us know our support team will help you in integrating that as well apart from that we have got weebly forms and chat Bots this you can create it from the CRM and add it in your website with the help of this anyone making an inquiry in the website also will land in the CRM directly so there is no need for you to go and check your emails or website backend to get the complete data all the leads will come directly to the CRM and it will get automatically allocated to the concern sales representative or telecallers as well when you are adding a new lead we have provided you with default options but these options or these fields can be customized as per your business name if you want to add more Fields you can easily add that from the settings and if you want to disable any unwanted field you can also do that as well most of the default fields which is required for real estate business is already available in the system once any particular lead is added that will be displayed in the inquiry list page and in here you have got the option to update this lead for example when you are calling this lead on a rock and he is telling to call you after two days and he is actually interested with a particular project then what you can do is you can add a follow-up with the next follow-up date maybe after two days and at what time you need to call him and you can change the stage and Status so this stage and status is also customizable from the settings panel itself and Status also can be customized so I'm just changing the Status to site visit requested and status I'm just training to spoke so rating for now I'm keeping it as cold because he has not had visited and then I can write the command whatever I want to write that might be the communication whatever I had with the lead so I'm just adding the comment as he wants to visit the site plan to visit plan for a site visit after two days and I'm updating the status now what will happen is after two days the system will show me a reminder here and when I click on this particular lead it will give me an option of what is the update that I have done for this particular lead previously in this way there is no need for me to remember all the data because I might be interacting with hundreds of leads and I don't know what is the previous communication that I had with the link but everything will be captured here and we have got a separate page for the pending follow-ups in the pending follow-ups it will show how many follow-ups that I need to perform for the day and for the admin it will show the entire pending follow-ups so that even if a user misses the follow-up admin can easily see or the team member can easily see and remind it to the sales team members and the most important thing is again bulk upload because most of the real estate agencies might be collecting leads from various third-party providers and you might want to upload all these leads in bulk with the help of bulk upload option you can download the sample format fill the data and import it to the system in one click you can also allocate these bulk uploaded leads to your Executives directly in case if you want to reassign multiple leads then you can select all the leads in bulb and choose the executive and then allocate it in this account only one user is there so it is showing only that particular username but in case if you have multiple Executives all the user details will be displayed here also with solid performer CRM you can filter all your leads as per various segregated data for example if you want to filter certain leads based on particular status you can filter if you want to select multiple status or multiple stages and filter you can do that and another most important thing about this filter is whatever custom Fields you are creating so I'll show you how you can create the custom Fields even for a newly created custom field you can enable the filter and that particular field also will be visible in the filter so whatever you want to keep you can keep all the data in the filters and segregate the data or segregate the leads in an easy manner so if you click on this view you'll be having a basic details about this particular lead and if you click on this view 360 you will have a complete detail about this particularly this includes the follow-up updates nodes uploads history and the loss you can also upload any files or documents that is related with a particular lead and you can download it easily whenever required in case if you want to add any particular notes for this particularly that also you can do it and history will show the executives who has handled this leave previously and when this lead was allocated to a particular executive and in the logs you can see all the logs of email SMS calls or Whatsapp you can also perform lots of additional actions from The View page like adding nodes and uploading files you can also design What fields you want to see it over here and what Fields you don't want to see and with solid performance another most important thing is the system will automatically show all the matching properties based on the predefined settings once you click on the matching property it will show all the properties that are matching for this particular lead in this view page in case if you want to add any more related property or matching property you can also add that manually which is not matching this particular filter in case you have shown the property to the lead or the inquiry and they are not interested then you can remove those properties as well from this suitable list this will make your work much easier in doing site visit or anything that you need to perform for this inquiry going forward let me give you a glimpse of the settings page what you can do in the settings so in order to customize all these fields you simply go to settings and under inquiry settings you'll be having option to customize the fields in which you can customize all the fields click on this and you will see all the default fields in case if you want to add a new field you can add and while adding a new field you have got all the options that you want to add you can also check out the detailed video to understand more about the Sleep field customization you have got the option to enable a particular field you can make certain field as mandatory you can list certain fields in the list page you can also restrict edit access or you can also hide certain fields from an executive this is what I was talking about in the beginning like you can customize all the fields as per your business requirement and whatever you want to see will be visible for you and nothing less nothing more going back now once a particular inquiry is interested then what you can do is you can convert this particular inquiry into a cipher set in order to do that click on this video and then click on convert to cycle you can also convert a particular inquiry into a customer directly or you can convert a inquiry into a site visit and then from site visit you can convert them into a customer everything will happen in one click when I click on convert to site visit all the details whatever is there in the leads or the inquiry module will get transferred directly to the cyclist module so there is no need for you to fill these data again and again so I'm filling all these details and then click on Save site reset so now once this is saved it is moved to site visit module and if you go back to inquiry model it will change the status automatically to convert it to site visit and there won't be any more action buttons here the reason is going forward you will be updating everything in the site visit that means this inquiry has moved on to the next stage going forward you will be making all the updates in the site visit module only and if you click on view in here you will also see all the previous update that you have done it in the inquiry module for example this update we have done it in the inquiry module and when we convert this particular inquiry into a site visit then also it got transferred and with sideways and also we have got all the functions similar to the lead and we have got additional functions as well some of these additional Fields includes the value expected closure date and the probability based on these three data is what your dashboard pipeline will get generated being in real estate business it is not always easy to close the deal immediately instead what will happen is some person might tell that I am looking out for a property but not right now but I'll come and purchase maybe after two months or three months in all these cases you can put what is the expected closure again for example if they are interested after three months you are putting some date after three months and what is the expected value they might be interested in one bhk 2bhk or 4bhk whatever it is so based on that in whichever property they are interested you can Define the site visit value and then the probability based on the communication that you are having with the lead you will get to know how much they are really interested or how much they are planning to buy so what you can do is you can put the probability as 50 percentage or 80 percentage and based on this the deal pipeline in the dashboard will get generated and as I told earlier with the help of this you can easily estimate or forecast your future closures as well and another important Advantage inside this is you can also include multiple Executives for closing a particular deal this might include a telecaller as well as a field says executive or a site reset manager or whoever it is so that both the person can see the data and they can perform the follow-up updates you can also perform follow-ups and all other actions as similar to the inquiry module with the site percent and you can have a different stage and different status for site visit because since these are already interested people you can have a different flow like site visit completed a negotiation stage booking done and so on so once a person makes a booking then you can convert this particular site visit into a customer as well and all the details will get transferred to the customer module now for a customer you can create payment vouchers or invoices in case if you want and you can also create multiple support tickets for a particular customer in case if you want to create a payment voucher you can simply click on create voucher and then you can enter the details for what they have made the payment and then click on create payment over here once it is created you can download this in a PDF format or you can send it in WhatsApp directly you can also manage multiple part payments in this and the system will also show when is the due date and in case if there is a delay making the payment it will also show what is the delay that has happened you can obviously edit and change the due date as per your requirement and we have got multiple status so you can manage like whether it is a first payment or second payment or 10th payment in case if you are managing it via emis the project module will be really useful in case if you are a builder because in project management you can create all your project details and you can add multiple tasks for a particular project and manage the flow of that you can easily track how much work is completed for a particular project in case if you are having multiple project going on in multiple locations under properties you can add all your property details and you can also Define these matching criteria so that the matching properties will be shown to the inquiry for properties also all the fields are customizable as for your business need whatever you wanted in case if you are doing residential real estate you can customize all the fields as per your requirement and in case we are doing commercial then you can again manage all the fields as per your name you can can also upload images and you can also upload multiple images in the view page once you go to the view page under uploads you can upload multiple files and keep it so that this will be useful whenever you want to create a quotation or something in the future also under properties in case if you want to add multiple sub properties this is like an apartment is there and under that particular apartment 50 flats are there then what you can do is you can add all the sub properties under this main property and it will show the available inventory as well the support ticket module will be useful whenever you want to manage any of the support issues of your customers you can also embed a support form in your website so that anyone who is feeling this support ticket request will get filled in directly and will get added to the CRM directly you can also assign an executive automatically so that it will get allocated to your support team members as well under finances you can manage your income and expenses you can also add all of your expense based on various category or income based on various category and you can upload certain files as well as a receipt for example if your sales person is going and meeting in the field and you want to claim the petrol allowance he can upload the receipt over here so then he will get approved and you can transfer the payment with solid performance you have got multiple default reports now apart from this you can also create a custom report as for your business need you can check out the detailed video of how you can create a custom report as well as custom dashboard and you will get a complete idea on how you can use this in an effective way moving on to users under users you can add the user and for each and every user you can assign a particular role now based on this role only this particular user will be having their access permissions and you can also create and Define these roles in the settings for example if you want to create a role called telecorder and these telecorders should be able to see only the leads which was allocated to them then you can register that and they will be able to see only the leads which was assigned to them and they will not be able to see anything else in a similar way a site visit manager is there and you want to assign only the site visits to them then you can restrict their access they will be able to see only the site visits and they will not be able to see any others later and if you have a manager and this particular manager should be able to see all the team members data then you can also do that with the help of reporting function so we have got all these access restrictions and requirements as per your need you can also check out the detailed video on understanding the users and user roles in a better way and last and most important thing is you can also manage your employees or users timesheet because since many people might be working from home or they will be traveling and doing work in the site they can always punch in using their mobile devices like when they are starting for the one and they can punch out when they are closing for the day the location also will get captured along with the timesheet whenever they are punching in our punch out so that you can easily track the progress I hope you got a basic idea of solid performance real estate CRM in this demo video I highly recommend you to try out the CRM for free in the description below we have mentioned a link to get started with solid performance for free when you are signing up for a free account make sure to choose the industry as real estate when you are setting up your account so that all these default data will get imported in your account and you can easily set up your account or customize your account as per your name in case if you need any more assistance you can also get in touch with our support team and they will help you and assist you in making sure that your system is working perfectly fine thank you so much for watching this video make sure to hit the like button if you like this video And subscribe to our channel to get more useful video updates like this