Digital Transformation
Technical Strategy Services
Foundational Strategy Services
Information Architecture
Content Experience & Strategy
Bitrix24 For Business Automation
Software Development
Custom Application Development
Mobile Application Development
E-commerce Development
Website Development
UI/UX Audit of Site Usability
Website Technical Support
Digital Marketing
Marketing Automation Services
Search Engine Optimization (SEO)
Content Marketing & Copywriting
Paid Search & PPC Management
Social Media Marketing
Email Marketing Services
Research
Brand Health Research
Analysis of Brand Competitors
Target Audience Analysis
Testing of Design and Concept
Analytics Setup & Data Analysis
Foundational Strategy Services
Information Architecture
Content Experience & Strategy
Bitrix24 For Business Automation
Custom Application Development
Mobile Application Development
E-commerce Development
Website Development
UI/UX Audit of Site Usability
Website Technical Support
Marketing Automation Services
Search Engine Optimization (SEO)
Content Marketing & Copywriting
Paid Search & PPC Management
Social Media Marketing
Email Marketing Services
Brand Health Research
Analysis of Brand Competitors
Target Audience Analysis
Testing of Design and Concept
Analytics Setup & Data Analysis
Expertise Overview
Digital Transformation
Software Development
Digital Marketing
Research
Products Overview
Solutions Overview
Real Estate CRM
Hospitals CRM & Bookings
Retail Digital Transformation
Marketing Automation
Tasks & Projects
HR Automation
Bitrix24 CRM for Real Estate
Real estate is one of the most dynamic sectors, characterized by complex interactions between agents, property listings, client relationships, and sales processes. Managing these elements efficiently requires a powerful and versatile CRM solution tailored for real estate professionals. Saabsoft Technologies leverages the robust Bitrix24 platform to deliver a comprehensive Real Estate CRM solution designed to streamline operations, improve client satisfaction, and boost sales productivity.
BITRIX24 CRM FOR REAL ESTATE
Bitrix24 CRM offers extensive customization capabilities specifically beneficial for real estate agencies. From managing leads and customer interactions to automating marketing campaigns, Bitrix24 integrates every aspect of real estate management into a unified, user-friendly interface.
BITRIX24 CRM FOR REAL ESTATE
Key Features of Bitrix24 CRM for Real Estate
1. Lead Management
Efficiently capture and nurture leads from multiple sources such as websites, social media, and listing portals. Saabsoft offers unique automations and workflow innovations specifically for real estate, such as automatic reshuffling of leads between agents if no action is taken within a specified time frame. Leads are categorized into two primary types:
1. Off-plan Leads:
These leads are initially distributed automatically among agents based on criteria such as language, projects, or other specified variables. If no action is taken within a defined timeframe, the leads are automatically reshuffled among available agents to ensure timely follow-up.
2. Secondary Market Leads:
Assigned directly to the property listing owner, with further categorization based on a lead source,
such as:
• Call Leads
• Email Leads
• WhatsApp Leads
For WhatsApp leads originating from portals, automated WhatsApp notifications containing
tracking links are sent directly to agents' mobile devices, supporting agents in maintaining
their super-agent profiles on the listing portals.
Our solution helps you track the progress of leads through customizable sales pipelines,
ensuring no potential client slips through the cracks.
2. Matching Widget
Our advanced matching widget automatically pairs incoming leads with relevant property listings based on their preferences and requirements, significantly enhancing client-agent interactions and boosting conversion rates.
3. Comprehensive Property Management
Manage listings effortlessly. Track property details, pricing, and availability in a centralized database. Our CRM allows easy categorization and advanced filtering to quickly match clients with the perfect properties.
4. Automated Marketing
Create and manage email campaigns, SMS notifications, and targeted social media ads effortlessly. Bitrix24 integrates marketing automation to nurture leads and maintain ongoing relationships with your client base.
5. Appointment Scheduling and Reminders
Integrated scheduling tools enable agents to set up property viewings, meetings, and follow-ups seamlessly. Automated reminders via email and SMS significantly reduce no-shows, enhancing client engagement.
6. Document Management
Securely store contracts, property details, images, and related documents directly within the CRM. Access critical information easily, streamlining operations and reducing administrative overhead.
7. Sales Pipeline Automation
Visualize your sales process clearly through customizable pipeline views. Track each step—from initial inquiry to final closing—optimizing conversion rates and providing insights into areas for improvement.
8. Customer Communication
Integrated telephony, email, and live chat facilitate instant and effective communication. Comprehensive conversation histories help agents personalize interactions, improving client relationships and satisfaction.
9. Reporting and Analytics
Gain actionable insights through detailed analytics and custom reports. Evaluate agent performance, monitor sales targets, track marketing effectiveness, and make data-driven decisions to optimize strategies.
Saabsoft Property Listing Module
Our Saabsoft Property Listing Module from Bitrix24 is specifically designed to
enhance Listing management and distribution. It integrates with third-party listing
portals, manages lead reception effectively, provides advanced search filters, supports
user-authorized listings with an approval workflow, integrates fully with user profiles,
and includes a sophisticated lead matching feature.
Our implementation will include a specialized Property Listing management module within Bitrix24,
equipped with various capabilities:
Integration with Third-Party Listing Portals
This feature enabled real estate companies to seamlessly connect and synchronize their property listings with various third-party real estate portals. It helped in expanding the reach of their listings and ensuring consistent information across multiple platforms.
Lead Reception and Management
The module was equipped to effectively capture and manage leads generated from these listings. It provided tools for tracking lead interactions, categorizing leads based on various criteria, and efficiently processing them through the sales pipeline within the Bitrix24 CRM system.
Filters for Property Stock Search
Advanced filters to search in the property stock, allowing users to find properties based on specific criteria like location, price, size, etc.
User-Authorized Listings
This feature allows users to submit their property listings independently. After submission, the listings undergo a review process by a specialized team. Users retain the ability to view full details of their listings and have exclusive rights to edit their own submissions, thanks to tailored access permissions.
Approval workflow
The approval workflow in the Listing module begins when a user submits a listing for approval. The listing is then reviewed by a listing administrator. Once approved, these listings are published to various third-party portals. Additionally, the approval process triggers notifications within Bitrix24, keeping users informed about the status of their listings.
Full Integration with User Profiles
The module is designed to integrate seamlessly with user profiles, capturing all necessary data for a comprehensive listing.
Lead Matching
Integration with the lead management system to match incoming leads with property listings based on factors like location and budget.
Bitrix24 Leads integration
The Bitrix24 lead integration with the Listing module ensures that all actions taken on a selected listing are recorded in the lead’s timeline. This includes actions such as copying the listing link, sending it via WhatsApp, and sharing the listing. This feature enhances the lead management process by providing a detailed history of interactions related to each property listing.
Custom Real Estate Features
Leads Pool
This feature provides an open pool where agents can claim leads based on their expertise, with daily caps ensuring fair distribution.
Owners Data
Allows agents to manage detailed profiles of property owners and landlords. Qualified interactions automatically transition into the Saabsoft Property Listing Module for efficient property sourcing.
Meetings and Viewings Management
Schedule, track, and analyze property viewings and meetings seamlessly.
Agents KPIs
Monitor agent performance through customizable KPIs.
Custom Dashboards for Real Estate
Personalized dashboards tailored specifically for real estate businesses.
Automated Document and Contract Generation
Generate professional documents automatically from the CRM, minimizing errors.
INTEGRATION CAPABILITIES
Bitrix24 seamlessly integrates with third-party platforms such as real estate portals, Google Maps, payment gateways, and email marketing tools. This comprehensive integration ensures smooth operations and minimal disruption during implementation.
INTEGRATION CAPABILITIES
Benefits of Bitrix24 CRM for Real Estate
Increased Efficiency
Automate routine tasks to allow agents to focus on client relationships and sales.
Enhanced Client Engagement
Maintain regular and personalized contact with prospects and customers.
Better Decision-Making
Use analytics to adjust strategies effectively.
Improved Collaboration
Centralize communication and documentation for seamless teamwork.