CRM development, workflow automation,and 3rd party API integration
A user-friendly single dashboard for importing, filtering, sorting, and managing potential real estate seller and buyer leads.
A property management module that allows new properties to be added and the status of existing ones to be readily updated.
A workflow management solution that enables administrators to build marketing statuses with a simple drag-and-drop interface.
A contact management module, which allows administrators and agents to import, filter, and sort contacts.
A custom reporting system that allows leads and contacts to be quickly created and categorized based on various criteria.
A simple communication system that integrates with Google Business Email.
Sequences and triggers that are automated.
Email and SMS marketing are also options.
Profile, Dashboard, Listings and User Management
Profile is accessible to administrators, buyers, and managers. They have the ability to login, logout, amend their profile, and change their password.Dashboard is exclusively available to administrators, and recent activity and task lists are presented on their dashboard. The pie-chart is a dashboard display that tracks all real estate property records. In addition, a graphical depiction is provided, which includes vital information regarding unique and page visitors on a weekly, monthly, and yearly basis.Listings comprises commercial and residential property listing management. Filtering, categorizing, and maintaining potential real estate properties are all available.The admin can add, delete, and edit users using this section. Possible roles are admin, manager, agent, and blogger.
Leads Management
Sellers: This section contains information on the sellers, as well as listings for their properties. There is filtering, sorting, and searching options available.
Buyers: This section contains information on the buyers, as well as listings for their properties. There is filtering, sorting, and searching options available.Contact Agents: They are similar to brokers who handle the properties in a certain area. Buyers contact them in order to purchase appropriate properties.There is filtering, sorting, and searching options available.
Workflow:
The property's current status is handled here.The admin/agents can move the property from one step to another using a friendly drag and drop UI. It consists of the following steps:
Hot signifies that a seller's property is ready for sale.Contract Sellers are people that have a contract to sell their property.Review, the phase in which the SBO administrator verifies the seller's property.Live, after the property has been validated and is ready for purchase by the potential buyer, it enters the live stage.Appointment Schedule, in which a meeting is scheduled between the admin/agents and the buyer/sellers/agents to discuss the advertised property.Contract has been signed. Buyer has signed an agreement with admin to select a property from the seller's list.Contact Out occurs when the transaction is completed and the property is marked as sold out.Closing pause occurs when the sold property is put on hold due to unforeseen circumstances.Closing Set, when the owner of the property is permanently shifted from seller to buyer.
Email Marketing:
It is an area where all the newest information about the properties and other essential facts are sent through email to all the players engaged in the specific real estate, such as buyers, sellers, sales agents, and others. It consists of:
Template Management: Here, the administrator creates and distributes bespoke templates for various e-mail marketing goals.Sequence Management: It includes step-by-step management of all the sequences involved in selling the sellers' property to the purchasers.Information created automatically and distributed by email and SMSA delay timer is a step that is used to sequence emails and SMS.Event Management: This section manages the actions taken in relation to the listing of real estate properties for sale. An event trigger is utilized in this case to perform a series of actions in response to the occurrence of any events linked to real estate properties.Mailing Lists: This component involves the construction of a mailing list and the distribution of all essential and relevant information to all sellers, purchasers, and agents affiliated with the provided real estate property. Available options are manual selection, group email, and CSV file.Newsletters: This feature allows you to schedule and send newsletters. The administrator can choose to distribute the news letters to an existing mailing list or to new contacts. The newsletters may be sent by SMS or email and can be sent instantly or on a schedule.
Contacts, Calendar, Activities & Messages
Using Contacts, agents and administrators may add, modify, or remove their personal contacts. They can manually enter contacts or bulk upload a CSV. They have the ability to filter, search, and sort contacts. They may also save the contacts as a CSV file. They can also directly call the contact over VOIP.A custom calendar management module is created with daily, weekly, and monthly views of events. The admin and agent can examine existing appointments and create new ones.Activities is a record of the actions of agents, sellers, buyers, managers, bloggers, events, triggers, and sequences. The activity across the system, together with their timestamp, is available for admin to evaluate in this section.Under messagesection, the user may enter their Google account information and have all of their mails retrieved via POP3. The user may access all of their folders and create new emails.
Performance metrics:
The admin can examine the agents' performance metrics and activity. The agent's performance is evaluated using the following steps:
Agent Enrolled: This page lists all of the registered agents.
Total Deals: All of the transactions completed by the agents are included here.Average Timeline: It denotes the completion of the complete workflow of the agents, beginning with transactions and ending with leads.Highest Commission: This column displays which agents earn the highest commission for their transactions.Longest Period: It indicates how long it took a property to transform into a transaction.Total Interaction: This defines the interaction between the agents and the admin for the transaction.
HTML, CSS, Bootstrap,
and Datatables.
Laravel, and,
MySql.
Digital
Ocean.
Twilio, Smarty-streets,
and PeopleFinder API.
Hundreds of leads.
Smooth marketing operations.
Easy to manage workflows and automations.
Bulk email and SMS solutions.
On the platform, there are hundreds of leads. The customized portal is simple to use for the users. Users can add new leads fast, manage their marketing operations, send bulks sms/emails, add custom workflows, and add custom triggers.
Team DCI did an amazing job, and I am extremely pleased with the results. Their expertise and abilities are outstanding.
Director, Seller Bail Out
QUALITY 
New York, USA
