Home|About Us|Microsoft Dynamics CRM|Industry Solutions|Services|Resources|Press Room|Blog|Contact Us
  
 Industry Solutions
orange trianglular bulletReal Estate
  Property and Unit Management
  Sales and Inventory Management
  Document Creation and Management
  Customer Case Study
 
Franchise Management
 
Healthcare
 
Professional Services
 


 

CRM Elements for Real Estate

With CRM Elements for Real Estate, Sonoma Partners provides a powerful sales, marketing, and customer service tool for condo developers and home builders. Built using the Microsoft Dynamics CRM platform, we deeply extended the software's functionality to provide the benefits of a CRM solution to the Real Estate industry.

Sonoma Partners designed CRM Elements for Real Estate specifically for condo developers building new developments, developers converting rental properties, and/or builders with large residential home complexes. Our CRM real estate software offers the most dramatic benefits for companies operating multiple property sites with 50 or more units per property.

Property and Unit Management
Property administration is the first step to automating your sales process with CRM Elements for Real Estate. The web-based site administration tool makes it easy for you to create and manage each property in your portfolio, from basic address information to the floor plans, upgrade packages and status details of each unit in the property.

Sales and Inventory Management
Manage your sales and inventory processes in a central, unified knowledge base with CRM Elements for Real Estate. Automating this information in a central knowledge base can lead to increased productivity and improved customer service within your organization, which in turn leads to greater revenue on your bottom line.

Document Creation and Management
CRM Elements for Real Estate helps you centralize the documents vital to the real estate sales and closing process. The software's powerful document creation and management tools make it easy to customize sales, closing and other document templates for each residential site in your portfolio. Salespeople and other key users can then create contracts and other documents for each transaction.



Download the CRM Elements for Real Estate overview

Download the Equity Residential customer story

Download the Jones Lang LaSalle customer story


Contact us for a quote, or to schedule your personal demonstration of CRM Elements for Real Estate.



Next Steps
Contact us for a personalized software demonstration
Join our Microsoft Dynamics CRM newsletter
Download Microsoft Dynamics CRM documentation

Recent CRM Blog Posts
Feb. 2 Update Rollup 9 To be released February 11th
Feb. 1 Reminder: Advanced Plug-In Webinar Tomorrow!
Jan. 31 Using Exchange 2010 with Microsoft Dynamics CRM
Jan. 25 Microsoft Dynamics CRM featured on home page of www.microsoft.com!
Jan. 8 Sonoma Partners expands to Kansas City, MO, on Monday, January 11th
Jan. 8 Microsoft Dynamics CRM for Healthcare
Jan. 5 Convergence Registration opens tomorrow on Jan. 6th
Dec. 30 Theres never been a better time to join Sonoma Partners!