Create a queue system that is efficient in both regular site visits and project launches, with a handheld device set up with the RSoft CRM platform. The customer can check themselves in by entering the required details. The system can be programmed for site wise entry.

The system immediately alerts the sales agent at site that their customer has arrived. The sales agent can pull up the customer information from the platform to build a personalised conversation with them.

The inventory at each site or project is visible to all sales agents. The status of the unit is also made visible in customised fields. They can immediately discern which units are available, sold or blocked, and project the same to the customer.

If a customer wishes to hold the desired unit or book it, the status of the unit can be instantly updated in the inventory screen. This change will also appear across all sales agents accounts with access to the same inventory screen. You can avoid costly miscommunication errors with this centralised platform.

Cost Sheet calculation is one of the critical functions in a real estate firm. Normally in a site visit, the customer will have to wait for the cost sheet to be sent from the head office accounts department. With RSoft CRM, the cost sheet is completely flexible and can be auto generated with as many inputs as required.

The Cost Sheet can be directly sent to the customers in PDF format, over Whatsapp. This kind of instant communication about the costs incurred will keep the dialogue seamless, and increase confidence and efficiency in customer conversions.

The scope for discounts comes with restrictions at each level of interaction between the firm and the client. When the customer books their unit, the sales agent can escalate the discount to their manager, who in turn can escalate it to the higher ups in administration.

Depending on the customer and the discount they desire, the approval will be escalated to the pre appointed senior management. This change will be instantly reflected in the cost sheet and payment schedule, as the request is approved and the updated cost sheet sent to the customer.

The booking process is also completely automated in RSoft CRM. The No contact booking process minimises the customer’s need to walk in to the site again to complete the booking process. With a single click the link to the booking form is sent to the relevant customer through SMS, Whatsapp or Email.

The customer fills in the form and upon submitting it, is automatically directed to the payment gateway. They can choose their convenient payment mode. Once payment is made, the system updates the information in the inventory and payment schedule.

Once the online booking is completed, all the information is stored in the cloud or the real estate firm’s local server. The pertinent legal documents are thereby generated with the information in the system.

The legal documents are stored with high end data security features. A digital copy is also mailed to the customer. The customer can also access all the legal files through their dedicated customer portal account.