Streamlining CRM for digital excellence in real estate management
Context
Disparate operations across geographies and projects
Large but siloed customer data
Resistance to change, and heavy reliance on Excel-based tool
Disconnected tools for data capture and process execution
Booking management and financial planning required centralized system
Challenges
Establishing a centralized system for the entire business model
Migrating data from manual processes and legacy systems
Managing a complex property allocation engine
Calculating payment milestones based on events, time, and duration
Streamlining ad-hoc processes for demand notices and payment collection
Approach
CRM implementation with business specific customizations.
Power platform for process automation, customer reminders.
Automated creation of payment milestones.
Integration with dialer system, payment gateway.
Streamlined property allocation, cancellation and reallocation.
Engagement coverage and highlights
Lead management
Contact management
Opportunity management
Project and launch management
Inventory management
Application management
Price sheet and payment schedule management
Booking management
Collection management
Discount management
Refund and cancellation management
Document management
Integration with dialer, payment gateway, ERP(Dynamics 365 Business Central)
Workflows for approvals, escalations, notifications
Stakeholders – reports and dashboards
Testimonial
“ We transformed our real estate business with an efficient CRM – a seamless journey from lead to possession. Real estate business is highly unorganized and technology adoption was a huge challenge. ”
AGM – Product and technology
Timeline
Solution discovery & envisioning
8 weeks
Implementation
24 weeks
User adoption
8 weeks
Maintenance & updates, support
Dedicated support team
Outcome
99%
Booking accuracy (As per CRM audit report)
<2 Days
Customer onboarding time (From COO survey)
85%+
Interaction tracking (As per CRM activity tracking report)
95%
Data quality index (As per quarterly data quality audits)
