CRM for Real Estate Agents (ps-CRMEstate)
CRM Estate is a Customer Relationship Management System specifically designed for Real Estate Agents. A Web based system allowing users to have access through a web browser. It covers all the required functionality of an estate agent from the time a prospective customer contacts the organization with a specific request, up to the finalization of such request. Through a single screen, every associate can execute almost all his/hers daily functions. Efficient search facilities reach the required information through powerful queries. New development technologies and tools allow users to easily access and maintain system information.
The system allows a Real Estate Agency to have an unlimited number of offices with an unlimited number of sales associates in every office. Users are assigned a specific "Role" giving them the capability to have access to authorized information only. For example, Sales Associates can have access to their own Clients, to their Client Requests and their own Request Actions only. The system supports the following "Roles":
- Head Office Manager
- Head Office Secretary
- Office Manager
- Office Secretary
- Sales Associate
The system is fully integrated with PS-WebEstate, our Web Based Content Management System for Real Estate Agents, but can easily adapt to any other Estate Agents system by readjusting the property information retrieval module.
The Information structure is based on a Client which can place any number of "Requests" (Buyer Request, Tenant Request, Seller Request, Landlord Request). Each Client "Request" can have any number of related "Actions" created either by sales associates or created automatically by the system. "Request" actions depend on client request type and among others, include the following:
- Search for Properties
- Evaluation of a Buyer, Tenant, Seller, Landlord
- Inform other associates about a client request
- Property Viewing
- Offers Made
- Telephone Calls
- Down Payments
- Request Completion
Referrals and Request for Cooperation
The system includes the functionality for recording and maintaining referrals in cases that one sales associate passes a client request to another sales agent either in the same office or in another organization's office. In addition it supports requests for cooperation from one associate to another again regarding a client request. Referrals and Requests for Cooperation affect each party commission during a Client Request finalization.
It supports a separate "Calendar" for each Sale Associate allowing for the creation of a link between a specific client request action and a calendar entry. The "Calendar" module can issue automatically alert notifications and reminders for upcoming events. Customization can be provided by system administrators.
Every sales associate can create any number of personal tasks either related to a Client and/or a Client Request or not. The function follows-up the progress of every task up to completion.
The embedded "Messenger" module allows users to exchange emails. Messages can be sent to any other associate, office or globally to the organization depending on the sender "role". Users can view the complete correspondence with another user instantly.
Embedded document module allowing users to upload multiple documents and relate them with a Client or a Client Request or an Action.
Depending to the organization's own configuration, the system can send automatically notifications to sales associates for every system event. Administrators can define which associate will be notified, the time of such notification, the frequency of such notification, etc.
Main associate screen with main components
Client Form with Requests and Actions
Request Form with an open Action (Tenant Evaluation)
Referrals Screen Pending Received/Sent, Accepted Received/Sent referrals
Messeneger screen with viewing history function
New message screen
Sales Associate Calendar
Sales Associates Tasks
|Server Operating System||Microsoft Windows Server 2000/2003/2008|
|Client Operating System||Microsoft Windows XP/7/8|
|Database||Microsoft SQL 2005/2008|
|Web Server||Microsoft IIS 6/7/7.5|