Transforming Real Estate Management with PSM: Your Complete CRM Solution for Sales, Compliance, and Customer Service
In today’s competitive real estate landscape, customer expectations and regulatory compliance demands have drastically evolved. To stay ahead, real estate developers need more than just a product-centric approach—they need a solution that aligns with the needs of customers, regulators, and agents. That’s where PSM Realty CRM comes in: a comprehensive platform designed to help realtors streamline operations, meet compliance standards, and enhance customer engagement.
What is PSM ?
PSM is a CRM solution tailored for the real estate industry, focusing on three core areas:
- Sales & Sales Recovery
- Booking & Demand Notes
- Customer Service
By covering these key processes, PSM helps real estate developers maximize their marketing ROI, accelerate revenue, and maintain a clear view of their sales pipeline. PSM also offers seamless RERA compliance support, ensuring that companies adhere to regulatory deadlines without disrupting business operations.
Why PSM is Essential for Today’s Real Estate Developers
With changing RERA norms, real estate companies must now manage detailed project, financial, and customer data and automate business processes to ensure timely compliance. PSM empowers realtors to make this shift—from focusing solely on product offerings to considering the full spectrum of stakeholder needs. Here’s a closer look at what PSM has to offer:
Key Features of PSM
1. Campaign Management
Define Campaigns and Activities: Set up detailed marketing campaigns with specific activities to target your audience effectively.
Track ROI: Measure campaign success by analyzing the cost and progress of leads at each stage, making it easier to assess the return on your marketing investments.
2. Project Inventory Management
Define Project Hierarchy: Organize your projects from overarching structures to individual units or flats.
Detailed Unit Features: Include options for basements, podiums, and car parking types (open, covered, garage, stack, etc.), and assign these to flats or units as needed.
Lead Tracking by Unit: Monitor which units or flats are generating leads, giving you visibility into demand at the property level.
3. Sales and Lead Management
Multi-Channel Lead Tracking: Capture leads from various sources, including Magicbricks, Facebook, and other digital channels.
Sales Pipeline View: View each lead’s status, from scheduled site visits to completed visits, allowing for better tracking and follow-up.
4. Booking and Receipts
Quote to Booking Conversion: Seamlessly convert quotes into confirmed bookings.
Custom Payment Schedules: Link payment schedules to construction stages or key milestones, offering multiple templates to suit different project needs.
Automated Payment Processing: Allocate payments accurately with options for GST application and interest or penalty calculations.
5. Demand Notes and Payment Reminders
One-Click Demand Notes: Easily generate and email demand notes to customers.
Configurable Reminders: Set up a series of payment reminders, keeping the process consistent and transparent for clients.
6. Customer Service Management
Automated Welcome Calls: Create a smooth customer onboarding experience with alerts for welcome calls.
Service Request Tracking: Manage service requests based on their origin, priority, and category to deliver timely responses and maintain high customer satisfaction.
The PSM Advantage: From Data to Compliance
PSM provides robust functionality that enables real estate developers to keep accurate records, automate critical business processes, and meet RERA compliance. By simplifying these complex tasks, PSM helps you stay focused on growth while providing a seamless experience for customers and stakeholders alike.
For real estate developers looking to navigate today’s challenging market, PSM offers a complete CRM solution that goes beyond sales management to support compliance, customer satisfaction, and efficient process management. Equip your team with PSM to achieve higher ROI, shorten time-to-sale, and deliver the customer service your clients expect in today’s market.
With PSM, the future of real estate management is both simplified and powerful.
