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CRM - Features: 1. Key Benefits

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15 views6 pages

CRM - Features: 1. Key Benefits

Uploaded by

ajayjhafivedesign
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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CRM - FEATURES

1. Key Benefits

 Enhanced Team Collaboration: Strengthens teamwork by integrating workflows across


departments.
 Improved Lead and Customer Management: Streamlined tracking and management of
customer inquiries and leads.
 Real-Time Insights and Reporting: Enables informed decision-making with live dashboards and
reports.
 Centralized Data Storage: All data related to projects, leads, financials, and other critical assets
stored securely in one location.
 Customizable Workflows: Designed to adapt to the varying needs of different businesses.

2. User Roles and Access Levels

2.1 Admin

 Full access to all modules and settings.


 Manage user roles, permissions, and system settings.
 View and analyze all reports and dashboards.

2.2 Builder

 Monitor and manage projects and sales pipelines.


 Access material and document management tools.
 Keep track of leads and customer interactions.

2.3 Broker

 Restricted access tailored toward sales and marketing.


 Manage leads and customer interactions to streamline communication.

2.4 Staff

 Assigned specific roles such as document creation and marketing.


 Limited access to features depending on assigned permissions.

2.5 Customer

 View updates related to projects.


 Receive marketing communications and regular status updates.

3. Module Descriptions and Workflows

3.1 Dashboard

Purpose: A centralized hub providing key metrics and real-time insights.

Workflow:

1. Log into CRM.


2. View real-time updates on:
o Total leads.
o Ongoing projects.
o Income and expenses.
o Material stock levels.
3. Interact with widgets for deeper insights into specific reports.

3.2 Lead Management

Purpose: Streamline lead tracking and management from multiple sources.

Workflow:

1. Import leads from Facebook, Google, MagicBricks, or other platforms.


2. Manually add or edit lead data.
3. Assign leads to team members (automatic/manual assignment).
4. Monitor lead status:
o Call made -> Mark as "In Process" or "Converted."
o Leads not contacted -> Retry or mark as "Dead."
5. Easily convert leads into customers with one click.

3.3 Sales and Marketing

Purpose: Streamline sales tracking and optimize marketing strategies.

Workflow:

1. View sales performance metrics from the dashboard.


2. Create and send default communications:
o Text messages, videos, or documents.
3. Automate WhatsApp notifications for lead updates.
4. Generate detailed sales reports by campaign, broker, and referrals.

3.4 Project Management

Purpose: Oversight of all real estate projects in progress.

Workflow:

1. Add new projects with essential information (name, category, description).


2. Assign team members to specific projects.
3. Monitor:
o Project progress, milestones, and deadlines.
o Number of units available/sold.
o Share relevant documents and updates with clients.

3.5 Material Management

Purpose: Manage inventory, track usage, and streamline purchase processes.

Workflow:

1. Categorize materials (e.g., cement, steel, tiles).


2. Create and monitor purchase/sales orders.
3. Track stock levels in real time.
4. Generate comprehensive reports on material usage per project.

3.6 Document Management

Purpose: Organize and streamline document distribution.

Workflow:

1. Upload documents like contracts, invoices, or brochures.


2. Distribute these documents via:
o Email or WhatsApp.
o Predefined formats like PDF/Word.
3. Utilize customizable input fields for generating tailored documents.
3.7 Financial Management

Purpose: Comprehensive management of finances and invoicing.

Workflow:

1. Record and categorize income and expenses.


2. Generate invoices/receipts for clients.
3. Track outstanding payments and send timely reminders.

3.8 User and Role Management

Purpose: Assign permissions based on role requirements to ensure security and efficiency.

Workflow:

1. Define roles such as Admin, Builder, Broker, Staff, Customer.


2. Assign users to their respective roles.
3. Customize permissions for each role, allowing access only to the required features.

4. Reports and Analytics

The CRM provides extensive reporting functionalities:

 Lead Reports: Analyze sources, lead statuses, and conversion rates.


 Sales Reports: Assess broker performance, team sales performance, and trends.
 Inventory Reports: Track material usage and stock levels.
 Financial Reports: Assess income, expenses, and profit/loss over periods.

Export reports in PDF, Excel, or CSV for further analysis.

5. Customization Options

The system allows the following customizations:

 Define and categorize new project types.


 Add company branding through logos and customized default templates.
 Configure alerts and notification preferences (via email, WhatsApp, SMS).
6. Integration Capabilities

Realtosmart CRM integrates with key third-party platforms for enhanced performance:

Third-Party Platforms:

 Facebook Ads, Google Ads.


 Real Estate Portals like MagicBricks, 99 Acres, Indiamart.

Communication Tools:

 WhatsApp for Business (bulk & automated communication).


 Email automation tools.
 Optional integration with accounting software.

7. Mobile Responsiveness

The system is mobile-optimized for:

 Smartphones.
 Tablets.

Ensures seamless user experiences, irrespective of device type.

8. Security Features

Key Security Implementations:

1. Role-based access control: Restrict user access based on assigned permissions.


2. Secure Data Encryption: Safeguards sensitive data with encryption protocols.
3. Activity Logs: Tracks user actions for audit and accountability.

9. Implementation Process

The implementation process ensures the CRM is effectively rolled out:

1. Requirement Gathering
 Analyze client needs and document workflows.

2. System Setup

 Configure system settings, branding, and initial data uploads.

3. User Training

 Train team members on CRM functionalities for efficient usage.

4. Go-Live

 Transition to the live environment with real-time data.

5. Support and Maintenance

 Ongoing updates and technical support post-implementation.

Conclusion

Realtosmart CRM offers a comprehensive suite of tools, functionalities, and integrations tailored
to improve lead management, project tracking, and team collaboration. With advanced reporting,
security, customization options, and user role management, it is the ideal CRM solution for real
estate and related industries.

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