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CRM solutions for the real estate industry

This is a Dynamics-specific solution for real estate brokerages that assumes the use of Dynamics 365 Sales as its CRM platform. Emails and tasks are recorded in association with cases and customers, enabling personalized customer management and supporting sales representatives' daily work.

The real estate template is:
This Dynamics-specific solution for real estate brokerages, designed to use Dynamics 365 Sales as its CRM platform, supports the following tasks from a sales representative's expected daily work. The unique feature of this template is the interaction between each function. For example, emails and tasks are recorded in association with deals and customers, enabling personalized customer management.

Features

  • Covering various aspects of real estate brokerage business

    By simply installing the template, you can cover various tasks related to real estate brokerage.

    Business Example :
    Check your daily tasks I decided to schedule a viewing for today. I looked up the client's information, prepared the necessary documents, and prepared for the viewing in the afternoon.
    customer service We create a project based on information from the client and share that information, then select properties that match the client's needs from a property list and propose them to the client.
    From rental property introductions and viewings to contract procedures Attend the viewing and confirm the tenant's intention to move in. After checking the business flow from the project information, explain important matters. Upload the documents and close the project.
    Create a quote Create a quote for customers who have completed their application.

  • Data Redundancy

    Data saved in the real estate template is stored in Microsoft's data center, so you don't have to worry about losing important data.

  • Security

    You may be concerned about storing your personal information in the cloud, but our real estate templates use Microsoft's cloud services, which boast the world's highest level of security and are used by many companies in Japan.

Product/Service Overview

  • 01. Shows phone calls, emails, and tasks, and notifies you of required actions.

    - You can get a list of tasks and check the issues that need to be addressed today.
    - The list of tasks can be filtered by criteria such as priority, whether they are open or completed.

  • 02. It shows the procedures and phases of work and supports uniform business processes.

    The progress of each project is visualized.
    - You can view information by tracing back the business flow from the bar at the top of the screen.

  • 03. Record customer touchpoints and view any information that requires attention.

    ・Can create projects at the same time as receiving customer inquiries
    Customers can enter their desired conditions.
    - You can record interactions with customers on the timeline.
    ・Proposal data can be linked to the project.

  • 04. Record property information and link it to other information so that it can be viewed.

    ・You can enter and view the property information that customers are looking for.
    -If there is a tenant, you can view the tenant information and also access data related to the case.

  • 05. Centralize customer information and enable access to necessary information when needed

    - Customer information is linked to past interactions, making it easier to prevent problems.
    - Important documents are uploaded to the cloud, making them manageable and searchable.

  • 06. Input, output, and send supporting documents so that they can be searched when needed.

    ・Quotations can be automatically generated from the entered information.
    - Quotations can be output in PDF format, and orders and invoices can also be created directly from the quotation.

  • 07. REINS integration (additional optional function)

    Property information registered with Real Estate Information Network Systems (REINS) can be automatically imported into real estate templates.
    Since no human intervention is required, the latest information can always be registered in the database, allowing you to make the most of your CRM.

  • Price

    Real Estate Template 2,000,000 yen
    Template maintenance costs 600,000 yen/year
    *Template prices are per tenant.
    *License fees for Dynamics 365 (CRM), Power Platform, etc. are required separately.

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