CRM System Development For Real Estate Company

Learn how Rishabh Software helped a US-based Real Estate company to automate their marketing initiatives with a custom CRM development.

Project Overview

Our client provides energy-efficient, high-quality home automation solutions through technology. They were in pursuit of developing a reliable CRM system to manage their marketing initiatives – including campaigns, leads and quotations.

As part of the mandate, they wanted us to:

• Develop a web-based CRM solution where employees can set up a dinner campaign to promote their products and set up an appointment with end-users. It would also enable them to create orders, schedule product installation, payment processing and more.
• Facilitate the company’s executives to pitch end-users for sale by providing discounts on exciting products and initiating return/warranty requests against a particular order.

Challenges

• No single platform to manage marketing campaigns with dinner planning along with tracking invitee’s attendance
• Manual scheduling of site visits/appointments for the prospects
• Calculate the number of products – based on home size
• Quotation generation and maintaining the state of the user’s last activity while managing quote
• Implementation of compliance such as online verification, digital signature and authenticity protocols

Our Solution

We developed a responsive web application to digitalize the backend operations of the client’s staff members. It was created using Azure cloud-hosted robust solution along with REST-API services and a scalable MS Azure database. Interestingly, 12 different types of users can access the application based on defined accessibility criteria.The bespoke CRM development comprised of below modules:

• Product catalog management
• Dealers / Franchise management
• User management
• Marketing dinner campaign management
  • Unique marketing campaign process, where the marketing team will create a dinner campaign by importing customer data (Excel file) and manage dinner slots
  • Enable users to check customer’s availability and manage inbound and outbound dinner invitation lists
  • Manage attendance of dinner campaign’s invitees
• Manage appointment for site-visits
• Quotation Management
• Notifications: SMS/Email alerts
• Order management and real-time tracking

Business Benefits

• Reduced data entry and collation efforts
• Increased revenue flow by 48% due to improved marketing campaign
• Flexibility to change premium calculation rules on-the-fly for quotation
• Online booking systems and scheduling software saves staff’s time to manage site visits
• Streamlined products and inventory management with advance business logic
• Enhanced customer service, increased service availability by 60%

To conclude, as a Microsoft Solutions Partner, Rishabh Software delivered an optimum solution within the stipulated time. It has empowered their team to drive sales effectively with improved customer experience.

Customer Profile

A US-based Real Estate Company

Technology & Tools

• ASP.NET Web APIs
• Angular, HTML 5, CSS3
• MS Azure Database
• Microsoft Azure Cloud Services