How far a real estate agency can go to achieve higher productivity. This is a very smart client who not only understands but explores perfect technical possibilities to manage complex tasks.

Their Need:

• 5 office locations in US, hundreds of counties and active agents.
• How easily a prospective client can be offered right agent in his or her nearest location to show property in the counties of their interest ?

What we did:

• Modifications and conditions in the existing CRM system.
• Added a new field – Suburb for any new Town report added or edited.
• Allocate relevant agents for the Suburb added by simple auto suggest text input.
• when an inquiry is received, select agents – add a note and click to send as an email to agent as well as the inquiring prospect.

Now client don’t need to find from Agent list- who to assign an inquiry. Only couple of clicks and Prospect connects right Agent.

Let us know if you needs more information on this