Make Managing Documents An Effortless Two-Second Process

Save valuable time with RealtorsRobot’s advanced document management system. Streamline your workflow and handle documents quickly, so you can focus on growing your business.

Quick Real Estate Document Management With RealtorsRobot CRM

Say goodbye to slow, cluttered document management. Welcome RealtorsRobot CRM! Our state-of-the-art system revolutionizes how you handle documents. Easily create, send, and search customer records with unmatched speed and efficiency. Enjoy a streamlined workflow and a clutter-free workspace with RealtorsRobot’s advanced document managementfeatures.

Upload, Manage & Search Documents

Manage Documentation In One Place

You can seamlessly upload documents for each customer to a centralized repository, which provides all the necessary tools for efficient management. This system supports lead management by allowing you to organize, search, and swiftly access documents, ensuring you can find the right file quickly and retrieve it whenever needed. Enjoy streamlined document handling and improved efficiency with our comprehensive lead and document management features.

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Print Personalised Documents like Agreements, Allotment Letters, etc

Print personalised Documents At A Click

Your communication and documents should always reflect your brand identity. With RealtorsRobot, a top real estate CRM , you can easily customize and personalize key documents like agreements and allotment letters. This ensures that every customer interaction, whether online or offline, delivers a consistent, professional brand experience. Elevate your brand’s presence and maintain a cohesive image with RealtorsRobot’s advanced document management features.

Store And Share Easily

Centralize Documents With Secure Sharing And Automation

A real estate CRM should centralize document storage, making it easy to access and share contracts, agreements, and property details securely. Automated workflows streamline approvals, while version control tracks document changes. Access controls ensure only authorized users can view or edit documents, and CRM integration with email and other tools simplifies overall management and collaboration.

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Get Customers To E-Sign Documents

Save Time & Hassle With Easy E-Signing

Paperwork in real estate transactions can be extensive and time-consuming. With RealtorsRobot, you can simplify this using mobile app CRM process by allowing customers to quickly e-sign documents and return them electronically. This not only preserves the entire process online but also accelerates document handling and reduces administrative burdens. Enjoy a more efficient workflow and faster turnaround times with RealtorsRobot’s seamless document management and e-signature capabilities.

Achieve Maximum Property Sales Using RealtorsRobot Real Estate CRM

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workflow Managemant

RealtorRobot CRM offers a fully configurable workflow management module. Design custom workflows, create data-entry fields, and set business rules. Gain complete visibility and real-time monitoring to address bottlenecks effectively.

Document Security

RealtorsRobot CRM Software provides advanced access control, allowing you to specify who can view, download, print, or modify documents. You can set permissions down to the page level to ensure documents remain secure.

Collaboration

RealtorsRobot CRM enhances collaboration with real-time document sharing, commenting, and editing. Teams can seamlessly work together, ensuring efficient and coordinated management of real estate transactions.

Document Audit Logss

RealtorsRobot CRM offers a thorough audit trail for every document, tracking all actions and changes. The detailed log captures every event throughout the document’s lifecycle, ensuring transparency and accountability.

Document Indexing

RealtorsRobot CRM offers extensive control over search indexes, allowing you to define and validate fields, set mandatory criteria, and customize indexing rules. This ensures efficient, accurate document searches and retrieval.

Search & Retrieval

RealtorsRobot CRM provides powerful search capabilities: Global Search helps find documents by phrases across fields and content, while Advanced Search lets you design, save, and reuse custom queries for precise retrieval.

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Our Clients

Happy Client Testimonials

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Mofaz Ahamed
Marketing manager MS Foundations Pvt Ltd.

“ The team has been very good when it comes to timely delivery and understanding of the requirement.”

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Roopa
Sugal and Damani

"RealtorsRobot reporting system is extraordinary, and my management is happy with it. We have been using it for almost 3+ Years now, and quite comfortable.”

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Bhupesh
Indira Projects

"I've been highly recommending RealtorsRobot to all my colleagues in real estate. Its straightforward yet powerful features have been incredibly beneficial."

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Vijay
Gandhimathi Constructions

"Our business relies heavily on RealtorsRobot; it has seamlessly integrated into our daily operations and become an essential tool for us."

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Manoj
VGK Builders

"We are able to manage multiple projects seamlessly with RealtorsRobot. The team is able to fulfill our requirements with ease. "

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Kanya
Advaita Homes

"RealtorsRobot software and the team have been helpful since the day of changing from another software. It works like a breeze, and they understand the real estate business very well. "

Frequently Asked Questions

A real estate document management CRM is a software system designed to store, manage real estate documents and client interactions efficiently. It helps streamline transactions.

The CRM offers secure cloud storage with encryption to protect sensitive documents. It ensures easy access while safeguarding against unauthorized access.

Yes, the CRM can integrate with various real estate tools and platforms, such as MLS systems and accounting software, for seamless workflow management.

The CRM features automated communication tools, such as email templates and follow-up reminders, enhancing responsiveness and ensuring consistent client engagement.

Most CRM providers offer comprehensive training and support, including tutorials, webinars, and customer service, to ensure users can fully leverage the system’s features.

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