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