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.

 

For Residential

For Commercial

For Brokers

For Build-to-Rent

 
 

Benefits

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.
 

 

Lead-to-Resident

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 
 
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Client Zone

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. 

Recognised by

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