The challenge for a property developers deals officer is finding the perfect property development CRM software – affordable, user-friendly, and with all the right features.
Luckily for you, we’ve got your back! We offer property developers lead management system that ticks all those boxes. InvestGlass offers lead capture tools to capture new customers. Forms can capture loan process, property developers bid, referral partner marketing information.
Digital onboarding is easy to create and does not require programming. You can connect the digital solution to the digital signature solution such as Connective and Sysmosoft.
The lending process and property developers’ process are easily integrated into InvestGlass property developers’ CRM. Property developers brokers, and real estate agents, will work easily with collaborative tools collecting all property developers’ deals and key information for the property developers’ business.
All operations are stored in the property developers’ CRM and organized with workflows and sales force automation will ensure that the loan process is respected.
Inside the CRM, the property developers officer will leverage investment reports – in form of contact reports and attachments will be stored in our Swiss Cloud document management solution. Your loan document management can also be recorded on your premises. InvestGlass CRM software offers both cloud-based and on-premise.
InvestGlass is not only a property developers CRM, it’s also a powerful email marketing tool that individualizes marketing campaigns based on customer relationship history. This is what we call automated marketing. Automated marketing is needed because the property developers industry is not an easy one to work in.
Renewed marketing campaigns are needed because the traditional ways of advertising do not always work as well, and instead need a more personalized approach.
Individualized marketing will be based on recent customer relationship history with renewals at stake – it will be smarter than naive mass-market Based on the property developers’ process or stage pipeline ( customer lifecycle) your customers will receive different messages. InvestGlass campaign managers tracks who opened your email which reduces marketing efforts to A B email marketing strategies that work!
InvestGlass property developers CRM can connect to existing legacy systems thanks to an API or via a flat-file upload. Integrated compliance modules are enabled with InvestGlass App and the Iframe system.