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Billing Entity
Streamline financial processes by managing invoices and payments for real estate transactions efficiently within the CRM system.
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City Area
Categorize properties based on location, enabling targeted marketing and precise search for potential buyers or renters.
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Associate
Keep track of real estate agents, brokers, and other team members, allowing seamless collaboration and assignment of tasks.
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Contacts
Maintain a comprehensive database of clients, prospects, and business partners, facilitating personalized communication and follow-ups.
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Properties
Store vital information about available properties, including size, amenities, and pricing, for easy reference and showcasing to clients.
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Leads
Capture and nurture potential leads, enabling effective lead management and conversion into successful deals.
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Interactions
Track all client communication, such as calls, emails, and meetings, to ensure a customer-centric approach and timely follow-ups.
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Transactions
Monitor and manage the progress of real estate deals from start to finish, ensuring transparency and efficiency in the sales process.
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Payments
Record all financial transactions related to property sales or rentals, aiding in accurate accounting and financial reporting.