Sales and Inventory Management

Executive Dashboards in CRM Elements for Real Estate

Get real-time reporting of sales for each of your properties to monitor sales by floor plan, premium and lead source.

Where do most of your leads come from? Quickly asses which sources produce the most leads and watch to see if trends develop based on marketing activities.

Find out which marketing events drive the most closed contracts so that you spend less time on those that are not profitable.

This shows you in one easy table which floor plans are closing the best and the status of contracts related to those floor plans.

Sometimes you just need a simple visual representation about your pipeline and contract phases to make quick decisions.

• Professional Services
• Franchise Management
• Healthcare
• Real Estate
  • Property and Unit Management
  • Sales and Inventory Management
    • Executive Dashboard
    • Track Lead Sources
    • Opportunity Tracking
    • Opportunity Mortgage Earnest Money and Fees
    • Buy vs Rent Analysis
    • Opportunity Key Contacts
  • Document Creation and Management

Contact Us for a Quote, or Personalized Demonstrationof Microsoft Dynamics CRM for Your Business.