Propertybase CRM Real Estate Process

As a real estate company it is crucial to be as efficient as possible. From the moment you receive a lead to the close of a deal, there are multiple steps that need to be completed and recorded. The use of Propertybase CRM allows you to apply a more systematic approach to a process where relationships, communication and follow-ups are the key to the success of your business. 

Through the daily use of Propertybase you can track each step using the core process that runs through the different available objects depending on what stage of the business you are in. The sales cycle is a continuous process that can be summarized by four core steps.

1.) Generate new leads 2.) Get them to commit to your company 3.) Negotiate an offer 4.) Close the deal. 

Propertybase sales cycle

The following diagram depicts a visualization of a generic buyer process mapped to the different objects of the CRM. 

Residential buyer and tenant process of Propertybase

Commercial buyer and lessee process of Propertybase

The top sections of the diagram demonstrate the different ways records can be created or published in and outside of Propertybase.

The larger arrows depict the core process within the system. Additional options are shown by the smaller arrows to provide alternatives depending on how the deal progress.  

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