Realtosmart CRM Features
Lead Management
Efficiently manage and track leads from various sources including Facebook, Website, WhatsApp, and Real Estate Portals. Prioritize leads based on customized scoring system. Real-time notifications for instant follow-up.
Project Management
Comprehensive project dashboard to oversee multiple real estate projects. Monitor project progress, milestones, and deadlines. Facilitate document management and collaboration among team members. Assign and track tasks within the projects.
Property Management
Streamline property inventory management. Showcase properties with detailed listings. Effectively manage rental and lease agreements. Track property maintenance and service requests.
HR Management
Implement advanced HR functionalities such as biometric attendance integration and login/logout capabilities. Centralize staff management with profiles, roles, and departments. Automate leave management and approval processes. Simplify payroll management with accurate calculations.
Lead Integration
Seamlessly integrate lead sources including Facebook, WhatsApp, and Real Estate Portals. Automate lead capture, assignment, and follow-up processes. Integrate inquiry management and human handover workflows for effective lead handling. Generate detailed reports and analytics on lead performance.
Alert Integration
Configure email, WhatsApp, and SMS alerts to stay informed in real-time. Customizable alert settings and triggers for different scenarios. Keep team members and stakeholders updated with timely notifications.
Auto-generated Registers
Automatically create appointment, visit, and booking registers. Centralized view of all scheduled appointments and visits. Easy management and rescheduling of bookings for convenience.
WhatsApp Integration
Offer credit-based and bulk marketing capabilities on WhatsApp. Integrate with third-party services for enhanced functionalities. Utilize meta-WhatsApp API for advanced features. Multilingual support with unlimited BOT translations (62 languages). Integrate BOT functionalities with inquiry management and human handover processes.
Contact Management
Simplify contact management for improved communication. Manage channel partner network efficiently. Easily access and organize customer data, investor lists, and staff information. Facilitate seamless people management within the organization.
Reports
Generate AI-driven reports on lead performance based on campaigns. Analyze inquiries, site visits, conversions, performance metrics, and daily activities. Utilize advanced analytics to optimize decision-making processes.
Email Manager
Manage email campaigns effectively. Integrate with lead management system for streamlined processes. Customize email templates and automate email tasks.
Target Management
Set and track individual, site-specific, and company-wide targets. Monitor performance and analyze progress towards goals. Report on target achievements and provide actionable insights.
Data Module
Implement meta integration for automatic audience and event creation. Build a robust sales funnel with meta conversion API. Integrate common messenger applications such as WhatsApp, Instagram, and Facebook for cohesive communication. Combine with a complimentary website and CRM integration with landing pages for a seamless user experience.