How far a real estate agency can go to achieve higher productivity. This is a very smart client who not only understands but explores perfect technical possibilities to manage complex tasks.
- 5 office locations in US, hundreds of counties and active agents.
- How easily a prospective client can be offered right agent in his or her nearest location to show property in the counties of their interest ?
What we did:
- Modifications and conditions in the existing CRM system.
- Added a new field – Suburb for any new Town report added or edited.
- Allocate relevant agents for the Suburb added by simple auto suggest text input.
- when an inquiry is received, select agents – add a note and click to send as an email to agent as well as the inquiring prospect.
Now client don’t need to find from Agent list- who to assign an inquiry. Only couple of clicks and Prospect connects right Agent.