a complete solution for the property industry, built on the Salesforce Platform.
Bring Marketing, Sales, Service and Operations onto one platform to create a unified purchasing experience for your clients.
Power up your performance with Properto.
Online Sales & Marketing Automation
Grow marketing reach by capturing more leads, harnessing powerful segmentation, and nurturing through multi-channel touchpoints, in order to increase conversions.
Show off your investments with an impressive website, with an interactive, superior user experience.
Deploy a sophisticated customer journey that automates next best action based on prospect activity.
Advanced Property Search using CRM data.
Recording search criteria per customer and tailoring communication and display to their preferences.
3D/VR integration for online or sales office use.
Add speed, control and personalisation to the property sales process.
Author and generate professional proposals and contracts with ‘one-click’ based on approved templates
Add current promotions or create client specific promotions
Apply discounts, and trigger discount approvals around specific parameters by property or by user.
Set the baseline payment schedule or amend as required, with automatic amount calculations.
Manage financial targets, profit margins and commissions across all involved in the sales, both internal employees and 3rd party sales partners.
Completion & After-sales Service
Complete the sale in a way that makes it simple for your clients. Competently handle any service requests or concerns that arise upon moving in.
Guide clients through the necessary steps for ownership transfer, with visibility into whole process.
Request and agree scope for extensions and fit-outs.
Submit and track defect notifications and effectively manage warranty periods, 3rd party contractors and due dates.
Built-in data validation to ensure correct and compliant information is complete at each milestone.
Financial system integration
Online portal for superior client service and continued engagement
On-demand access to documents such as contracts, appendixes and prospectuses.
Track payment schedules and view invoices, credit notes and transaction history.
Submit and monitor defect notifications, requests and approvals.
Contact to members of the service team.
Mobile optimised (RWD)
Manage login credentials direct from the Salesforce CRM contact record.
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Business Blog - Salesforce ™ CRM Sales Management.
A project co-financed by the European Union from the European Regional Development Fund and the national budget of the Republic of Poland.