FlowFact Performer Real Estate CRM creates „more values“ | 10
Sales
Preparing and following up appointments
Confirming appointments
Follow-up sent offers and invoices
Preparing property documents
Executing inspections and appointments Creating and reviewing contracts Listing properties
Composing and replying E-Mails
Preparing for appointments at official departments
Creating and dispatching brochures and flyers
More productivity in less time
Specific linking for banks and saving banks
Simplified workflows and business processes manage sales activities and automatize the processing of queries:
Because of the tight coupling of existing customer relationships among different departments in banks and savings banks, it is possible to provide financial products and real estate offers for the customers. Linking departments and using a centralized database enables the financial adviser to suggest real estate investments in addition to other financial products. His co-worker in the real estate department can access all information about the prospective purchaser and is able to select a matching property more easily. In exchange, the financial advisor is always able to check the current status of the negotiations and can offer mortgaging accordingly.
Example 1: Integrated appointment management Incoming E-mail, meeting request, appointment entry in the calendar, appointment confirmation including route map, resubmission 24 hours prior to appointment including required documents. Example 2: Query processing in minutes Creating contacts and profiles by a mouse-click – creating brochures for requested properties as well as selecting additional matching properties and sending this per E-Mail – organising resubmission in two days.