Real Estate
Industry
Professional Services - Real Estate
Property Management
- - Centralized property database
- - Detailed property listings with images and descriptions
- - Automated property listing creation and updates
- - Customizable property search criteria
Lead Management
- - Lead capture and qualification
- - Lead assignment and tracking
- - Automated lead nurturing workflows
- - Integration with lead generation tools
Client Relationship Management
- - Centralized client database
- - Detailed client profiles with preferences and history
- - Automated client communication workflows
- - Customizable client communication templates
Transaction Management
- - Comprehensive transaction tracking and management
- - Task assignment and progress tracking
- - Document management and e-signature integration
- - Real-time transaction status updates
Marketing Automation
- - Campaign management and execution
- - Lead nurturing and scoring
- - Email marketing
Analytics and Reporting
- - Customizable insurance dashboards and reports
- - Real-time performance tracking
- - Automated generation of business intelligence reports
- - Advanced analytics and predictive tools
Customer Service and Support
- - Case management and resolution tracking
- - Support ticketing system
- - Knowledge base and self-service portals
- - Customer feedback and satisfaction tracking
Compliance and Security
- - Compliance with industry regulations
- - Role-based access control for sensitive information
- - Data encryption and secure backup
- - Regular security audits and updates
Document Management
- - Secure document storage and sharing
- - Automated document organization and categorization
- - Electronic signature integration
- - Audit trail for document access and changes
Workflow Automation
- - Customizable business workflows
- - Automated task assignment and tracking
- - Alerts and notifications for critical tasks and deadlines
- - Streamlined approval processes
Mobile Access
- - Mobile app for on-the-go access to business data
- - Real-time updates and notifications
- - Mobile document scanning and upload
- - Secure mobile communication with clients and team members
Integration Capabilities
- - Integration with third-party business tools and systems
- - API access for custom integrations
- - Data import and export capabilities
- - Custom connector development for unique business needs
Products Used
- Sales Cloud
- Service Cloud
- Marketing Cloud Account Engagement
