Monday/Salesforce CRM Customization for Real Estate Agency
Budget: $250 – $750 USD
I'm looking for an expert who can tailor Monday.com or Salesforce.com to suit the needs of a new real estate brokerage company, with a keen focus on Customer Relationship Management (CRM).
Requirements:
1. Need a segment to enter the leads manually as well as integration with whatsapp business and email to create the leads automatically and then assign it to the agents in the company. Assignment has to be in a way that for a specific project if a lead comes from automated channels it should assign it in sequential way.
2. Need various stages after a lead is entered, like New, Qualified, Discussion/Proposal, Closure - Win/Lost.
3. Need to add more stages but in a different segment for "Deal", like once the reservation form is signed, should have the File Holder to upload and store information of every client under one segment including their identity, reservation form, sales and purchase agreement and once all done, to trigger the invoice to developer.
4. Need a segment for "Developers". Since we will be working with different developers, need to enter the developer details like Government, Semi-Government or Private. Their Company address with their TRN (Tax registration number) for generating automated invoices post a deal closure.
5. Another segment known as "Projects" linking to Developers where every project is associated to one of the Developers. Projects should have classification like Under-Construction or Ready. Along with file holders to have highlights about the project, brochures, floor plans. Another file holder with type of units available in the project like Townhouse, Villas or Apartments. With further segment to choose the configuration like 3 Bedroom Villa, 4 Bedroom Townhouse as per the project. Addition to above need holder for payment plan.
6. During the initial Sales Process once a lead comes, agents should have the option to send the Quotation/Proposal to the clients by simply clicking the lead, select a project, select the type and the proposal should be built automatically using these details. Proposal should pick 1st our Real Estate Agency Profile, Followed by brochure, payment plan and floor plans.
Ideal candidates will have:
- Proven experience in developing tailored CRM solutions.
- Excellent understanding of CRM features and their application in a real estate context.
- Ability to deliver a user-friendly, efficient and effective CRM system.
Requirements:
1. Need a segment to enter the leads manually as well as integration with whatsapp business and email to create the leads automatically and then assign it to the agents in the company. Assignment has to be in a way that for a specific project if a lead comes from automated channels it should assign it in sequential way.
2. Need various stages after a lead is entered, like New, Qualified, Discussion/Proposal, Closure - Win/Lost.
3. Need to add more stages but in a different segment for "Deal", like once the reservation form is signed, should have the File Holder to upload and store information of every client under one segment including their identity, reservation form, sales and purchase agreement and once all done, to trigger the invoice to developer.
4. Need a segment for "Developers". Since we will be working with different developers, need to enter the developer details like Government, Semi-Government or Private. Their Company address with their TRN (Tax registration number) for generating automated invoices post a deal closure.
5. Another segment known as "Projects" linking to Developers where every project is associated to one of the Developers. Projects should have classification like Under-Construction or Ready. Along with file holders to have highlights about the project, brochures, floor plans. Another file holder with type of units available in the project like Townhouse, Villas or Apartments. With further segment to choose the configuration like 3 Bedroom Villa, 4 Bedroom Townhouse as per the project. Addition to above need holder for payment plan.
6. During the initial Sales Process once a lead comes, agents should have the option to send the Quotation/Proposal to the clients by simply clicking the lead, select a project, select the type and the proposal should be built automatically using these details. Proposal should pick 1st our Real Estate Agency Profile, Followed by brochure, payment plan and floor plans.
Ideal candidates will have:
- Proven experience in developing tailored CRM solutions.
- Excellent understanding of CRM features and their application in a real estate context.
- Ability to deliver a user-friendly, efficient and effective CRM system.