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Case Study
Plakads Realty
Plakads is a Real Estate Brokerage & Advisory firm. Established in 1999, Plakads Team works across the West Bengal Real Estate Industry, across a multitude of segments and offers a wide variety of services. They are one of the premier broking houses of Kolkata, with an established legacy and hundreds of happy clients to vouch for.
Challenge
Manage enquiries for Buy, Sale and Rent of properties.
Manage Buy, Sale and Rent properties inventory.
Track all activities done by Salespersons
Track Emails received and sent.
Send generic emails like Brokerage Confirmation, Agreement, Feedback etc.
Track all Real Estate Projects related to properties.
Track Telephones received and replied.
Stay connected at all times.
Solution Implemented
Sales Pipeline
Customized sales pipeline to manage Buy, Sale and Rent deals to consolidate all the enquiries coming at one place into CRM.
Pre-designed Template
Customized email templates to send generic emails like Brokerage Confirmation, Agreement, Feedback etc.
Property Inventory
Customized Properties module to manage all the Buy, Sale and Rent properties at a single place in CRM.
Telephony Integration
Integrate Ozonetel telephony system with CRM, so that all calls made by user sync automatically with CRM
Project Module
Customized Project module to manage project specifications and relate with all the properties available in the inventory.
Mobile App
Mobile App of CRM Implemented so that salesperson can update CRM and their daily activities at anywhere, anytime.
Email Integration
Email integration with CRM, so that communication can be done from CRM
Immediate Benefit
Streamline
Property Management
Move entire property Management from excel to CRM, which makes it easy to access 24x7 anytime, anywhere through web CRM and Mobile App.
Streamline
Sales Pipeline
Multiple Sales Pipeline help to streamline the different sales process of Buy, Sale and Rent properties and help to track every opportunity easily.
Automatic
Reminder
Automatic Reminders System generated automatic follow up task; meeting reminder helps in timely follow up and increase in productivity.
Pre-designed
Template
Pre-approved email templates created to send generic emails like Brokerage Confirmation, Agreement, Feedback, Wishes, Meeting Confirmation etc.
Telephony
Integration
Integration of Ozonetel telephony system with CRM helps to track recording of all calls and call logs between clients and sales people.
Email Integration
Integration of office email with CRM helps to track the communications with clients from CRM.
Sales Dashboard
Various enquiry analysis and sales insight available in dashboard to track the performance.
24x7 Anytime, Anywhere
24x7 Anytime, anywhere connected with operation management through user friendly mobile app.
Simplified Report
The manager & salesperson reporting is simplified, informative and productive.
Contact us today!
Testimonial from Client
Alok Choudhury
Plakads Realty
Director
"Excellent Service and Support. What they commit, they deliver."
