Property CRM
Property CRM
This software is developed with an approach to simplify the challenges in sales process of Real Estate. Mainly the software is divided in 5 Roles:-
? Admin ? Sub-Admin ? Sales Coordinator ? Sales Manager ? Tele Caller
These roles are set in software as per the real world needs. Let's discuss about each role thoroughly.
Admin
Admin is master/Owner of the Software and can view data of all the other user and can also control other users, Have significance in management of all the other users and Credentials, Only Admin Level User can delete the data of CRM.
Features
? Lead Management o Bulk Uploading o Assign/Re-Assign Leads Automatic Mode Forced Assign o Lead Recycling o Export Leads o Leads Migration o NI Leads Management
? Project Management o Manage Projects o Manage Locations o Manage Builders o Manage Project Categories o Manage Project Features o Source Management
? Users Management o Role Management o Users Management o Access Management
? Team Management o Team Building
o Projects Assignment o Team Member access management o Limitation for every Team Member ? API Management o Magic Bricks API Management o 99 Acres API Management o SMS API Management ? Reports o Login Reports o User Activity Reports o User Work Reports
Sub-Admin
This user role have all the access just like Admin Only Delete Privilege is not given to this User role, In case of deletion of any data this user needs to contact admin user.
Features
? Lead Management o Bulk Uploading o Assign/Re-Assign Leads Automatic Mode Forced Assign o Lead Recycling o Export Leads o Leads Migration o NI Leads Management
? Project Management o Manage Projects o Manage Locations o Manage Builders o Manage Project Categories o Manage Project Features o Source Management
? Users Management o Role Management o Users Management o Access Management
? Team Management o Team Building o Projects Assignment o Team Member access management o Limitation for every Team Member
? API Management o Magic Bricks API Management o 99 Acres API Management o SMS API Management
? Reports o Login Reports o User Activity Reports o User Work Reports
Sales Coordinator, Sales Manager and Telecallers
Thrice of these roles are completely dedicated to deal with leads and client interactions, scheduling meetings and site visits etc.
Features
? Lead Management o Pick Fresh Leads o Create New lead o Can see own leads o Can see their team's leads o Update Leads Status o Tag Other members to a lead
? Scheduling o Can Schedule Meeting and Site Visits o Can Pick schedules set by team members
And a Lot more to discover, .....
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