D365 CE online - Real estate CRM for Pre-sales and Post Sales
The company is a leading Property developer and has multiple housing projects under development. Additionally, they also provide co-working spaces.
The client wanted to consolidate their Real Estate pre-sales and post-sales efforts into a single platform. Pre-sales functionality required including:
Channel Partner onboarding and management
- Lead entry and nurturing
- Hierarchical Project Inventory creation (Project, Phase, Building, Wing, Floor, Units etc.)
- Quote Generation
- Booking Management
- Bulk Demand letter generation on completion of the Construction stage
- Receipts and reconciliation against the Customer Payment schedules
- Payment Reminders
- Channel Partner Management
Microsoft Dynamics 365 Customer Engagement / Power Apps
Smartstatz offers an Out of Box Real estate solution (also published on Microsoft Appstore). Given that the product was an 80% fit, the additional 20% requirements were configured and customized as per client requirements.
- Enhanced stakeholder experience due to an intuitive UI and processes.
- Ability to handle higher volumes of Leads and focus on relevant leads
- Straight through processing reducing manual intervention, errors, and TAT
- Automated processes enable users to create new bookings with minimal data entry
- Pre-defined payment milestone templates can be selected at the time of creating quotes and bookings.
- Automated payment reminders and notifications via email.