Digital Transformation Through CRM

Digital Transformation Through CRM For Real Estate

In an increasingly digital real estate landscape, we guide clients on harnessing technology to gain competitive advantage and enable operational efficiency. With most interactions now occurring online, developers must urgently embrace digital transformation.

Our specialized digital transformation consulting service helps clients evaluate, select, and implement the right mix of proptech platforms across areas like CRM, sales automation, digital marketing, and customer engagement.

We offer an unbiased perspective on existing proptech solutions, advising clients on the appropriate tools aligned to their unique requirements now and in the future. Our team defines roadmaps for executing digital transformation spanning:

CRM Software Evaluation & Selection

  • In-depth review of leading real estate CRM solutions to gauge fit, capabilities, and flexibility for managing projects from launch through post-sales.
  • Platform demonstrations and reference customer interviews provide further diligence.
  • Evaluation frameworks determine the suitability of systems to manage sales processes, pipeline tracking, inventory management, customer profiles, interactions, and more.

System Set-up & Deployment

  • End-to-end program management support for implementing CRM and sales automation platforms.
  • Sales and technology team training ensures user adoption across key roles.
  • Database building supports lead targeting and campaign management.
  • Ongoing admin support and troubleshooting.

Integration Consulting

  • Guidance provided for integrating CRM platforms with other core developer systems including pricing engines, payment gateways, construction ERPs, and accounting software.
  • Open API compatibility enables connections.

Analytics & Reporting Set-up

  • Helped design digital dashboards, analytics, and automated reporting spanning activity metrics, sales funnel conversion, inventory status, pricing variance analysis, and more.
  • Ongoing Admin & Troubleshooting
  • Post-launch, we offer continued admin assistance, report building, user access management, and troubleshooting as an extension of client teams.

The right CRM and sales technology stack fuels measurable improvement in sales efficiencies, pipeline visibility, forecast accuracy, and customer intelligence. Our digital transformation consulting service unlocks these benefits for clients.

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Leena Loungani

Founder and Managing Director

Rahul Narsinghani

Managing Director and CEO

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Your Journey to Exceptional Service Begins Here

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