A Complete Real Estate Customer Management Systems
A renowned realtor that needed to manage his growing client list efficiently while maintaining the best practices of customer relations as to benefit his business.
Problem Statement
- Manual Follow ups create ambiguity
- Difficulty in managing increasing number of clients
- More Time & Money investment in customer relationship management
- Higher error ratio due to manual follow ups
Solution implemented
Three phased approach was used to overcome the problem
Phase 1:
Identify and understand the user needs.
Phase 2:
Develop a user experience and information architecture that meets needs.
Phase 3:
Front end and back end development based on latest coding standards.
Initial Analysis
- Detailed Requirement Analysis of the Client’s needs
- Industry oriented research
- Detailed Use case development
- Feasibility Analysis with respect to integrating applications.
Techniques Used
- Frameworks used: Laravel + Bootstrap + JQuery
- Integration of a messaging system (Twilio)
- Integration of third party payment system (Authorize.net)
- Integrated Calendar Buddy to keep track of schedule & events.
- Voice recognition
- ECard System and Notifications with Newsletters.
Features
- Upload clients, friends and family list
- Add clients’ important special occasions
- Move from active client to closed client at the touch of a button
- Enjoy customized communication features for active or closed clients
- Create a Personalized File for each client
- Book of Business
- Schedule 12 months of Client Communication
Final Outcomes
- Salez Storm created a facility for clients and realtors to connect with each other easily.
- In time follow ups and automated notifications
- The platform increased the readability of text messages to 90%
- Increased profits ratio by 70% .
