360° client view

Account and contact management

Create a single database of all buyers, sellers, agents, landlords and tenants. Use Real Estate Creatio to keep record of contact data, information from social media, addresses with the possibility to find them on the map right from the application. Having a complete client profile enables to build the strong and fruitful relationships.

Client preferences

Enrich your contact profiles with the information about property they are interested in and their preferences. Use that insights when planning the next call or mass mail to hit your clients with the best-fit offering.

Data enrichment through social media

Obtain additional information about your clients from Facebook or Twitter. Built-in social media integration features allow getting data from social networks at the click of a mouse.

Duplicates search and merge

Keep your client database accurate through identifying and eliminating duplicate records in Real Estate Creatio. Take advantage of the automatic duplicate matching when creating new records. However, you can also perform a manual check or schedule the recurrent search for duplicate accounts and contacts.

Interactions and communication history

Always exceed clients’ expectations having a complete communication history at your fingertips. The system stores a complete history of all interactions with your client, allowing to consider interests and preferences when processing clients’ requests. Know more about your clients, use this information to evaluate the progress of your relationships and get more referrals.

Customer database analytics

Use Creatio analytics tools to visualize the data and identify new opportunities. Customize dashboards in Real Estate Creatio to keep an eye on the key indicators, such as types of clients, client database growth, etc.