for Real Estate
CRM that does what you
want it to do
Pivotal CRM for Real Estate Developers is sophisticated solution which supports Real Estate Developer Companies in the most important business processes.
It covers all operations in any department of organization from investment project through sales and after-sales support to property’s delivery.
With our many years’ experience we support quick, flexible optimization of sales, marketing and services processes in our clients’ companies. Our industry expertise and the verticalization of our solutions for specific industry segments are our strategic goals. For more than 15 years Pivotal Poland is developing CRM in industry-specific segments i.a. real estate developers.
Pivotal CRM for Real Estate Developers improves and automates key processes related to investment management, lands purchasing, sales, customer service, marketing as well as cooperation with third-parties, including: brokers, partners, suppliers and general contractors.
Thanks to the dedicated interfaces and open integration functionality of the Pivotal CRM Platform, it is possible to integrate it with the external systems of a development company (e.g. bookkeeping system, ERP, document flow, workflow, call centre, website etc.), as well as well-known and commonly used tools such as MS Outlook, Word and Excel (native integration of the platform with the MS Office Suite). Moreover, it can be used both on desktop computers and on mobile devices (smartphones/tablets) running Android or iOS.
Pivotal CRM for Real Estate Developers provides overall support in terms of the management of an investment project, from the moment of acquiring the land/real estate, through division and/or consolidation of the plot, registration of documents, obtaining planning permission, preparation of the development project and its financial plan, registration of the terms of cooperation with the suppliers and general contractor, to invoice management and project accounting.
The essential functionalities related to these include:
Real estate development:
Lands’ database building ;
Lands’ parcels options;
Registration of lands feature (description of land, location, site, etc.);
Localization of lands and real estates on map;
Documents’ registry (analysis of land capacity, due diligence, other documents needed before land purchase);
Actions and tasks registration – full history of events which were done during land purchase;
Milestones and alerts;
Lands slit for sections, stages and buildings.
Project and implementation:
Construction projects (deadlines, schedules, etc.);
Valuation of usable floor space, building height;
Building permission (documents’ scans, deadlines and milestones alerts);
General Contractor / suppliers;
Terms of contracts with general contractor;
Terms of maintenance and warranty;
Construction balance sheets;
General Contractor’s agreement settlement – invoicing and settlement on correct position in balance sheet.
The ways in which development companies acquire new customers are changing constantly, with new methods and possibilities emerging thanks to websites and social media. Pivotal CRM for Developers helps clients make use of these tools and manage their campaigns. The Marketing Module is used to automate the various channels of communication required in the process of acquiring customers. It allows the launching of complex, multi-channel campaigns, whose effectiveness is evaluated on a regular basis.
Also basic functionalities related to marketing support include:
Marketing campaigns & projects;
Media plans / Omni channel management;
Linking marketing budget to sales budget;
Integration with telephone exchange / switchboard and call center;
Mass emails and text massage sending.
This helps to build high quality in terms of customer service as well as automating and optimizing the work of sales and customer service offices. The predefined functionalities of Pivotal CRM for Real Estate Developers ensure comprehensive support for the sales teams of development companies as well as facilitate the management of the products they offer.
Basic functionalities related to sales support:
Price lists / Discounts;
Products data sheets;
Benefits and discounts;
Commissions for brokers.
The process of negotiating the conditions for the sale of apartments or business premises is complex and often extended. The success of such a process depends entirely on the skills and experience of the real estate specialists and their support staff. The business process support implemented in Pivotal CRM for Real Estate Developers allows to map an individual approach of the negotiation process obligatory in the company. Systematizing the process makes it possible to take immediate action at key moments (e.g. swift price acceptance), which often assists in the rapid closure of such transactions.
The use of mobile solutions offers additional support in the process, allowing managers to approve the pricing conditions in real time, for example:
Customer interactions, history – 360° view;
Bespoke or turnkey packages;
The customer service processes in the development industry, from signing of the first agreement until the acceptance of premises, requires the engagement of numerous specialists from different departments of the company. Systematizing the flow of information among these staff can be crucial in improving the quality of customer service. Pivotal CRM for Real Estate Developers supports all operating processes and ensures prompt contact with the customer. It also guarantees due compliance with the timetable of activities related to handing over premises.
Up – sell / Cross – sell;
Design & decoration works;
Payments and settlements with Client;
Transfer of property;
Delivery meetings management;
Delivery / acceptance report;
Management of keys, remotes, documents, equipment, decorations delivery;
Apartment’s defects registration and management;
Notary meeting management (calendar management, email and text alerts and reminders).
Schedules / Payments,
Payments, invoices and interests notes management
Integration with bookkeeping systems
Benefits of implementation
Thanks to the implementation of Pivotal CRM for Real Estate Developers, our customers gain quantifiable business benefits:
Improving the management of the processes related to land acquisition: creating a land bank;
Increasing the quality of sales forecasting: more detailed planning of sales and marketing budgets;
Increasing the quality of information flow between departments;
Systematizing cooperation with third parties: partners, suppliers and contractors;
Tracking and analysing purchasing trends among customers in the real estate market.
Why Pivotal Poland?
We offer a complex solution, used by leading companies in the development industry;
System implementation is customizable in accordance with customer’s needs and business processes;
As the system is based on a platform, its functionality can be extended in the future (including new modules and business processes, and use of the system in another company of the group).
Our experienced implementation team:
has long-standing experience in implementing CRM solutions;
participates actively in the processes used within development companies;
implements the system in the companies of other representatives of the industry.