Efficy CRM helps real estate companies manage their properties and customer portfolios in order to maximise sales opportunities
Real estate agencies have very specific needs Efficy CRM has had to adapt to in order to fulfil the requirements of the sector. Adapted modules and features have been developed for the real estate industry and are now available.
One of the most difficult challenges in the real estate industry is properties and customer portfolio management. Let’s see, point by point, how Efficy can help you be more efficient thanks to its various features and modules.
A visualization interface for your properties
This interface gives you an overview of all the characteristics of each property. Their type, surface, photos, postal address, the contact details of the owner/tenant, the information relating to the EPB, etc. Thanks to this global overview, all your agents have precious information close at hand. This data can also be synchronized in real time with your website, which means that your prospects and customers are able to look up the information relating to the properties.
Look up the information relating to each separate “unit” of your property
With the “unit” feature of Efficy CRM, your agents can look up all the information relating to each and every “unit” of a property: type, surface, which floor it is on, parking, name of the company/tenant occupying the building, rent, dates for the beginning and the end of the lease, etc. What’s more, all the documents that are relevant to the sale are linked to the property: minutes, details about building charges and rent, mandates, etc.
Keep track of your property’s history
Thanks to Efficy CRM, you won’t ever lose key information ever again. You can look up the entire history of a property in one click. Thanks to the “Chronos” feature, you can see all the actions that any agent has undertaken: sending an email to a prospect to introduce a property, sending an offer to a potential customer, sales opportunities, mandates on properties, etc.