Case Studies

D365 CE online - Real estate CRM for Pre-sales and Post Sales

Company Overview

The company is a leading Property developer and has multiple housing projects under development. Additionally, they also provide co-working spaces.

Client Requirement

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
Solution Environment

Microsoft Dynamics 365 Customer Engagement / Power Apps

Team Size
  • 2-3
Project Summary

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.

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