Real estates sale is a business that requires considering many factors, especially when it comes to properties that go through a construction process involving clients, construction company, banks, trustees, contracting and sales processes. Therefore, it is of utmost importance to have an IT tool to help you manage these elements in an automated way.
Real estates sale is a business that requires considering many factors, especially when it comes to properties that go through a construction process involving clients, construction company, banks, trustees, contracting and sales processes. Therefore, it is of utmost importance to have an IT tool to help you manage these elements in an automated way.
CRM4 PROPERTY CONTRACTORS is an implementation made from Zoho One, designed to help real estate agents in a simple and convenient way. The versatility of this platform allows to combine the native modules of Leads, Contacts and Deals management with the creation of customized modules that facilitate the projects, models, vouchers and contracting forms management.
CRM4 PROPERTY CONTRACTORS is an implementation made from Zoho One, designed to help real estate agents in a simple and convenient way. The versatility of this platform allows to combine the native modules of Leads, Contacts and Deals management with the creation of customized modules that facilitate the projects, models, vouchers and contracting forms management.
Leads
and Contacts:
Leads
and Contacts:
Nothing overtakes a CRM in terms of a better control over customers from the moment they see a possibility of interest in your business until the end of the deal. The potential to enrich databases with your information is diverse; there is the possibility of importing them from electronic contacts through email campaigns or social networks. Having everything integrated into a single platform is undoubtedly an unparalleled advantage to develop your business.
Leads and Contacts:
Leads and Contacts:
Nothing overtakes a CRM in terms of a better control over customers from the moment they see a possibility of interest in your business until the end of the deal. The potential to enrich databases with your information is diverse; there is the possibility of importing them from electronic contacts through email campaigns or social networks. Having everything integrated into a single platform is undoubtedly an unparalleled advantage to develop your business.
Projects
The projects define useful aspects that guarantee a more practical organization of the properties design from the beginning of the construction phase. The aspects common to the properties that are grouped together, help to customize each of them. These include the address, financial aspects such as the reserve amounts, the percentage that corresponds to the initial and complementary payment, expected start and end dates of construction, construction phase, bank accounts, fiduciary entities, among others. Through the related lists, it is possible to monitor the closed deals, involved units, received payments, opened or closed tasks; in short, a whole range of information that puts important management data at your fingertips of.
Unit models an other templates.
Another appealing aspect is the use of templates, which considerably simplifies the work. It is not necessary to specify all the characteristics and attributes of each unit for sale, even if they are the same, but only once for each model. When configuring the models each time a new apartment is created, it is only necessary to choose which model it belongs to and its properties will be inherited. You only need to specify the aspects that differentiate it, such as the number or similar. Information about the properties such as the number of rooms, terraces or balconies, predominant materials, built-in services, among others, are highly demanded by customers when deciding what to buy. Being able to provide them with this information in an accurate and fast way, ensures satisfied customers and secured deals. The templates are also used for email notifications such as payment receipts, changes in the deal phases, document exchange and any other notification that you want to set up.
The projects define useful aspects that guarantee a more practical organization of the properties design from the beginning of the construction phase. The aspects common to the properties that are grouped together, help to customize each of them. These include the address, financial aspects such as the reserve amounts, the percentage that corresponds to the initial and complementary payment, expected start and end dates of construction, construction phase, bank accounts, fiduciary entities, among others. Through the related lists, it is possible to monitor the closed deals, involved units, received payments, opened or closed tasks; in short, a whole range of information that puts important management data at your fingertips of.
Unit models an other templates.
Another appealing aspect is the use of templates, which considerably simplifies the work. It is not necessary to specify all the characteristics and attributes of each unit for sale, even if they are the same, but only once for each model. When configuring the models each time a new apartment is created, it is only necessary to choose which model it belongs to and its properties will be inherited. You only need to specify the aspects that differentiate it, such as the number or similar. Information about the properties such as the number of rooms, terraces or balconies, predominant materials, built-in services, among others, are highly demanded by customers when deciding what to buy. Being able to provide them with this information in an accurate and fast way, ensures satisfied customers and secured deals. The templates are also used for email notifications such as payment receipts, changes in the deal phases, document exchange and any other notification that you want to set up.
Deal, Payment plans:
Deal, Payment plans:
The deals module plays an essential role in enabling the user to better manage the business at different stages. If you add to this the possibility of having the financial information of each case, you have a more productive tool. Clients have the alternative of paying the total amount of the property upfront, however, the most common choice is to split their payments as agreed in the deal. In all cases, a reserve payment and an initial amount is done; in the properties that are still under construction, monthly payments are scheduled as installments until reaching an agreed percentage of the total. Using Excel could be the option to think about for some people since it is a versatile and practical tool for this type of functions,
but with the use of CRM4 PROPERTY CONTRACTORS there is no need to resort to an external application. Just setting the monthly amount and the start date is enough for the user, since there is a function accessible from a button that is responsible for generating the breakdown by periods of the entire agreed payment plan. Any subsequent adjustments can be done individually to suit the needs of both parties. Whenever a payment of any kind is done, an automation system, accessible from another button, updates the percentage reached and the amount outstanding for each type of payment. All information is integrated in the same deal module.
The deals module plays an essential role in enabling the user to better manage the business at different stages. If you add to this the possibility of having the financial information of each case, you have a more productive tool. Clients have the alternative of paying the total amount of the property upfront, however, the most common choice is to split their payments as agreed in the deal. In all cases, a reserve payment and an initial amount is done; in the properties that are still under construction, monthly payments are scheduled as installments until reaching an agreed percentage of the total. Using Excel could be the option to think about for some people since it is a versatile and practical tool for this type of functions, but with the use of CRM4 PROPERTY CONTRACTORS there is no need to resort to an external application.
Just setting the monthly amount and the start date is enough for the user, since there is a function accessible from a button that is responsible for generating the breakdown by periods of the entire agreed payment plan. Any subsequent adjustments can be done individually to suit the needs of both parties. Whenever a payment of any kind is done, an automation system, accessible from another button, updates the percentage reached and the amount outstanding for each type of payment. All information is integrated in the same deal module.
The contract form:
The contract form:
The contract is an economic instrument for negotiating, satisfying needs, agreeing on the provision of services, products, leases, among others. It is a document composed of fixed, common, easy to reuse text sections and others that vary depending on the deal in question. When automating a contract, it is important to have identified and well located all the variable components that conform it: the clients names and surnames, particular address, address of the property for sale, information of the banks and trusts,
the agreed dates and amounts, both in number and its literal representation, among other particularities. Thus, it is convenient to have a module that gathers all these data in a single form. As the information comes from different sources, the implementation of a new automation system in charge of collecting it, giving it the proper format and leaving everything ready for any documentation that may be needed, including contracts, plays a fundamental role.
The contract is an economic instrument for negotiating, satisfying needs, agreeing on the provision of services, products, leases, among others. It is a document composed of fixed, common, easy to reuse text sections and others that vary depending on the deal in question. When automating a contract, it is important to have identified and well located all the variable components that conform it: the clients names and surnames, particular address, address of the property for sale, information of the banks and trusts, the agreed dates and amounts, both in number and its literal representation, among other particularities.
Thus, it is convenient to have a module that gathers all these data in a single form. As the information comes from different sources, the implementation of a new automation system in charge of collecting it, giving it the proper format and leaving everything ready for any documentation that may be needed, including contracts, plays a fundamental role.
If you are looking for a simple but secure application to manage the sale of properties under construction or already available, be sure to try CRM4 PROPERTY CONTRACTORS, you will never be disappointed.
If you want to go further and increase customizations and include new options that improve the control over your business, we can make an application just tailored to your needs, and satisfy your desires. CRM4 PROPERTY CONTRACTORS where your dreams are fulfilled.
