Introduction
Zylker Homes is a real estate agency that offers a variety of services including property acquisition, sales, and rentals for various types of properties, from houses and apartments to commercial spaces. They are currently searching for a CRM solution to help them manage their sales follow-up process, rental property portfolio, gather customer testimonials, and plan their marketing campaigns effectively.
Requirements
Here are some of their requirements,
- Sales Follow-ups: The company wants to be able to manage their sales leads easily and follow-up with potential clients. They want a system that can help them track their interactions with each lead, set reminders for follow-ups, and provide insights into their sales pipeline.
- Rental Property Management: The company also manages rental properties and wants to be able to keep track of the applications, rental agreements and tenants. They would like a system to track the listings they get, review tenant applications, collect rental documents and store them securely, and automate rent reminders every month to tenants.
- Testimonials: The company values client feedback and wants to be able to collect easily and manage testimonials from their satisfied customers. They want a system that can automatically send out requests for feedback, collect responses, and display them on their website.
- Marketing Solutions: The company wants to be able to manage their marketing campaigns from planning to execution.
Solution
A pipeline centric CRM solution like Bigin could help the real estate company manage all of these requirements and more. With the ability to customize pipelines for customer facing operations, Bigin can help the company track their leads and follow-up with potential clients, provide automated reminders for rental payments, collect and manage testimonials, and help with marketing efforts. A CRM system with a pipeline-centric approach can optimize the company's business process, enhance productivity, and result in improved outcomes for Zylker Homes in their real estate business.
Let's help Jolene, a real estate broker from Zylker Homes, get started with Bigin.
- First, let's sign up for a trial account at bigin.com
- Set up your account.
- Basic customization.
- Create Team Pipelines to manage customer facing operations.
- Set up your email.
- Create email templates for your business
- Send mass emails.
- Forms: Streamline data collection from your customers
- Workflows: Automate repetitive actions
- File Cabinet: Exchange files securely
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