Manage all opportunities within a single section in Real estate Creatio. Generate sales forecasts based on stage of a deal, probability, possible close date and expected commission.
Sales process automation
Use Real estate Creatio to easily manage the entire client journey through each step of the sales pipeline: from needs analysis to keys-in-hand.
- Analyze client needs
- Schedule showings and register feedback
- Track offerings and counters
- Close the deal
Boost the number of closed deals by accurately following the sales pipeline stages and registering results for each stage.
Plan sales approach based on the results of previous work with an opportunity. For each opportunity regardless of its status the system enables to track complete history: activities, emails, quotes, feed discussions, files and notes.
Opportunity status monitoring
Real estate Creatio helps you to keep track of opportunities at each stage of the sales pipeline. A set of emoticons is available for the agents to indicate their emotional state about an opportunity and estimate the probability of closing.
Analyze the conversion rate, the health of your pipeline and identify 'bottlenecks' using the sales pipeline tools. The pipeline visualizes conversion rate of opportunities as well as the percentage of deals at each stage. You can build and compare a pipeline for each individual agent, a group of agents or the company as a whole.
Get comprehensive statistics on opportunities in Real estate Creatio. The system enables to track the number and total budget of the opportunities on different stages as well as the number of opportunities by agents. Segment closed deals by sources to analyze the efficiency of your business strategy.