The solution is created using Simbioz EMS on the Odoo Community/Enterprise Edition platform
Main functional features
Real estate management
- Add, edit, and catalogue objects
- Automatic update of the status of objects (free, booked, sold/rented)
- Uploading photos, videos, technical documentation
- Integration with mapping services
CRM for customer management
- Customer base with a detailed history of requests and transactions
- Automatically create a customer card with contacts and preferences
- Record interaction history (calls, meetings, correspondence)
- Automatic reminders for calls, appointments, screenings
Financial and commission management
- Control of payments, advances and settlements between parties
- Automatic calculation of agency commission
- Accounting for advertising and marketing campaigns
- Integration with accounting software
Automation of the sales and rental process
- Manage applications to buy, rent or sell property
- Appointment of a responsible agent and control over the execution of tasks
- Automatic generation of contracts and acts
- Generating commercial offers for clients
- Integration with websites and marketplaces
Legal support and document management
- Automated creation of sales and lease agreements
- Document templates with quick editing capabilities
- Integration with electronic signatures
- Saving legal documents in an electronic archive
Analytics and reporting
- Analysis of agent performance
- Reports on the property market and customer demand
- Forecasting sales and rental rates
- Data visualisation in the form of graphs and charts
Marketing automation
- E-mail and SMS newsletters
- Create and manage advertising campaigns
- Tracking conversions from advertising platforms
- Personalised offers for customers
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