In such a competitive sphere as real estate where tenants, landlords, sellers, and real estate buyers, agents and service companies closely interact together in a single process. For the companies that organize this process and are intermediaries, it is imperative to arrange seamless communication between participants and store information for the back office.
The client set goals to the ERP for real estate business:
The 360° ERP system developed from scratch by XB Software consists of 3 layers, conditionally divided for the Client’s service, Staff and Executives.
Clients (landlords, tenants, and service companies, etc.) start their journey with an official real estate company’s web portal and a personal account, where depending on their role, they see different dashboards. All users can execute such standard dashboards as Financial, Calendar and Scheduling, Notifications, and Communication for the highest quality service in one place. Others are typical for each role:
All the information is stored as well in the ERP system for real estate and full-featured CRM for all departments to initiate seamless processes.
The customer asserted that in real estate sphere clients use too many communication channels to solve their tasks that it turns out that the staff members in the company have to spend time switching between all kinds of messengers, social networks, email services; search, forward information, forget about the agreements because information is not at hand. XB Software developed Advanced CRM to address these business pain points. The CRM сollects information from various sources, organizes its storage and flow between the sales team, preventing losses on the way through the sales funnel. Customer support and feedback are better organized, takes less time and are of higher quality in the end. Scheduling is also one of the core features in the system. It’s designed equally user-friendly for appointments with customers both from office and in the fields.
The ERP for the real estate industry is designed to manage all business processes beginning with real estate listings and ending with payments and staff. Whatever is going on in your office and beyond (meetings with clients or search and control of vendors) ERP real estate management system must track it any minute with comprehensive transparency. It has got 2 different levels for Executives and Staff members. Staff members carry out procedures and report the results, while executives appoint business rules and new team members, control vendors, finances, use BI dashboards for decision making. 360° ERP is designed for property portfolio management with API real estate listing integrations. ERP system is available on mobile and is user-friendly for the field staff. It is also possible to fulfil integration of applications that employees have been using for a long time and which they cannot abandon in their everyday work.
XB Software team has a deep understanding of the domain and expertise in the field of software development for real estate.