CRM Introduction
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This document provides an introduction to Customer Relationship Management (CRM) software and HuskyMonkey Technology's real estate CRM. A CRM allows users to manage all client interactions and records in one place, including client details, contact history, property records, and tasks. It also integrates with advertisement portals. HuskyMonkey's real estate CRM further allows automatic property listing distribution and contract generation. The CRM organizes a user's workflow and helps their business grow by keeping track of leads, clients, properties, tasks, and communications in one system accessible from any device.
CRM Introduction
- 1. CRM An Introduction Customer Relationship Management huskyMonkey Technology Your destination for professional web solutions
- 2. Relationships with clients are the most important part of any business But the more the business grows, the harder it is to manage these relationships!
- 3. And you’ll eventually lose your customers …
- 4. Leads / Potential clients Properties Agents Clients
- 5. How do you keep track of all of this? Customer Relationship Management
- 6. Because a CRM has it all … HMWS : Real Estate SMS & contracts under development
- 7. A CRM is a computer software that lets you manage everything that has to do with your clients: Records of all interactions Client details between you and the client Records of who Records of all in your contacts with a company potential contacted the business client, when, w opportunity here, etc.
- 8. Also for real estates … Manage all property details for each client Records of all actions done on each property Automatic generation of contracts* *Under development
- 9. Also in HMWS Integration to multiple advertisement portals & sending all properties automatically Access through the internet allows you to work from anywhere and on any device
- 10. HMWS: Real Estate Organize your workflow Let your business grow
- 11. Getting familiar with HMWS: Real Estate Side bar: quick links to move around pages
- 12. Getting familiar with HMWS: Real Estate Open Tasks & Overview: shows you any open tasks assigned to you. Shows you any properties you didn’t finish working on, expiring properties, properties waiting approval, etc.
- 13. Getting familiar with HMWS: Real Estate CREATE button: A quick button to create clients, properties, leads, tasks, tickets, etc.
- 14. Getting familiar with HMWS: Real Estate Lists of portals that you are sending your XML feed link to, and list of portals that you are not subscribed to
- 15. Getting familiar with HMWS: Real Estate Notifications
- 16. Getting familiar with HMWS: Real Estate We tell you all about our CRM system updates through our tweets
- 17. Getting familiar with HMWS: Real Estate Main menu. Click “More” to see more options
- 18. Getting familiar with HMWS: Real Estate Make sure you specify Searching within the where CRM you want to search
- 19. What You Can Create A client is anyone who you provide a service to and receive a charge from for your services
- 20. What You Can Create A property can be residential or commercial, for sale or for rent
- 21. What You Can Create A lead is a business opportunity. It could be from a client you already have or a new client. Think of an opportunity as a chance to get revenue (e.g. a new property or deal that you could get or got.) Therefore, this opportunity may succeed or fail
- 22. What You Can Create If you find an technical problem with the CRM create a ticket to let us know so we can fix it
- 23. What You Can Create To organize your work, create tasks for yourself or for other agents in your company
- 24. What You Can Create Create a profile for an agent in your company
- 25. What You Can Create Create a new area you are working with. E.g: Jabal Ali Free Zone
- 26. Next: Getting started manual Working with Clients Working with Properties Working with Advertisement Portals