Sales and Inventory Management

Most often, investing in real estate is a lengthy and complex purchasing process for buyers and salespeople. CRM Elements for Real Estate helps key players navigate each step of the process and gives developers an overview of sales activity for each property. Track sales leads from their first point of contact through the final sale. Manage each buyer's selected unit and upgrades, as well as mortgage and financing details and the credits and fees related to the transaction. Get up-to-the-minute reporting on sales and generate automated notifications when you reach pre-defined sales level, so that your property maintains its edge in today's ultra-competitive real estate market.

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  Executive Dashboard

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

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  Track Lead Sources

  Use Elements for Real Estate to capture which marketing tactics generate the most leads, and then track lead sources all the way through the sales process to identify the most profitable marketing tactics.

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  Opportunity Tracking

  For every single buyer, you can record all of the key dates and information related to their sale. From the contract date to the recission date to the financing deadline, CRM Elements for Real Estate keeps you in control of the sales and closing process.

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  Opportunity Mortgage, Earnest Money and Fees

  Keeping manual track of the various fees and payments for each deal can be time consuming and full of errors, but CRM Elements for Real Estate automates that process so that you and your sales people always know when to collect earnest money and which buyers are falling behind.

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  Buy vs. Rent Analysis

  When you are working with first-time buyers, they might wonder if it is better for them to continue renting instead of buying. Our buy versus rent analysis tool puts the power your sales person's hands to show the quantitative benefits of home ownership.

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  Opportunity Key Contacts

  Use the relational database to track key contacts related to each potential sale. This includes the ability to track multiple buyers, brokers, attorneys, lenders and closing companies.

• Franchise Management
• Professional Services
• 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

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