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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