Keep track of existing clients and new sales opportunities with real estate Microsoft Dynamics CRM software
Property Lease Sales management
Manage your rental pipeline
SOFT4Realestate is integrated with real estate CRM software which allows tracking and monitoring leads and opportunities in the pipeline for all vacant premises and whether there are enough opportunities to achieve sales goals. See lists of potential clients who are interested in specific premises. Get a better understanding of whether certain deals need special attention and what actions are needed to close more sales.
Communicate with your tenants and potential clients efficiently
Use communication history and email tracking functionality to keep track of all communication between salespeople and clients. Send newsletters to different segments to keep your tenants or prospects informed; share general information, reminders, updates and announcements.
Achieve your sales goals and ensure the sales team is organized
Performance dashboard for managers allows you to analyze and measure all sales team performance throughout the sales cycle and determine areas for improvement. Real estate CRM software provides the “Activity chart” which gives a clear overview on sales team workload during a specific period of time. These tools help you to prioritize activities and allocate resources.
See our features
Create a multilevel unit structure and keep track of unit area changes. Add assets to units, upload pictures, floor maps, add notes and save links related to a specific unit or property directly.
Store tenant data: company information, contact information, personal data (as per GDPR requirements), bank accounts. Track due invoices, debts and payments.
Save time creating lease contracts on your branded templates with all the contract data filled in automatically, set up various pricing rules; add multiple services or lease units to one contract, set reminders on contract expiration date. Attach all the related lease documents to the Lease Contract Card to have all data in one place.
Control fees for maintenance, heating, water supply, electricity, security etc. Set up meters, track meter readings and save your time on calculating Common Area Maintenance fees based on the rules set up in the system.
Solve property maintenance issues efficiently. Track customer requests and plan your maintenance work, create work orders, set up appointment times and assign them to your employees.
Create a recurring maintenance schedule (assets inspection, elevator checks, other periodic activities).
Grant tenants access to the web portal where they can check their contract details, input work orders and track their status, download invoices and see payment history.
Create invoices for the entire properties, or just for specific services/tenants/lease units based on charges calculated. Send out invoices automatically in PDF by email or paper invoices by mail to the tenants.
Enjoy easy access real time analytical and financial reporting and statistics by territory, building, sites or units as well as detailed rent, lease status, sales and financial reports.
Benefit from integrated financial accounting: create complete building, unit, lease, and tenant records to invoice your clients and manage overdue debts.