Features of CRM

CRM Strategy
May 16, 2019
5 Tips for Successful CRM Implementation
May 16, 2019
Show all

Features of CRM



Sales & Rentals

CRM software is designed for property sales, long-term rentals, and short-term/holiday rentals. Specific functions for holiday rentals include calendars and multiple prices with date ranges for each property.

Mail Merges

The powerful mail merge function allows you to email or print automated mass mailings. Mail merges are composed of a base template and an unlimited number of reports and attachments. When sending out emails, these are formatted as rich HTML documents and delivered directly through your SMTP server.

User Security and Permissions

In multi-users scenarios, you can assign specific permissions to each user, preventing your staff to, for example, make copies of your data or bulk-copy contact lists. Also, only administrators can delete contacts and properties, limiting the potential damage a user can cause.

Publish Property Listings on Your Website

CRM software has a powerful property upload function that allows you to publish your properties on any website or property portal. Property listings are uploaded as standard XML files; these then just need to be integrated into your website.

International Marketplace

CRM software  has been designed specifically for international and multilingual estate agents:
Multi-language property reports, flyers, brochures and window cards.
Support for metric and English measurement systems.
Unlimited number of currencies with automatic updates over the Internet.
Support for country and language-specific number and date formats.
Support for GPS coordinates (latitude and longitude) in each address record (e.g. for integration with Google Maps).

Print & Email

Instantly print and email many different types of high quality and customizable reports and templates:
Windows cards
Letter and envelopes
Activity reports
Activities: Planning, Tracking & Calendars
CRM software  incorporates complete scheduling, tracking and history for all contacts, properties and users:

Built-in scheduling with calendars.

Complete history with attachments.
All user have access to all calendars, schedules and activities.
Centralized Repository
CRM software  acts as a single, central repository for all your business data. All users have access to all information:
Contacts, properties, groups, addresses, relations and customer profiles.
Attached documents.
Activities, schedules, calendars and histories.
Furthermore, any information introduced into CRM software is copied and stored in a central database. Original files can safely deleted, eliminating clutter and communication overhead.

Customer management

Manage customer information such as: name, age, phone number, email, address …

Classify customers by age, gender, region …

Filtering customer data effectively according to criteria: customer code, phone number, data manager …

Customer data is scientifically arranged, easily search by different filters such as area, type of business …

Manage customer transaction records or categorize customers according to different criteria.

Manage appointments with customers.

Customer service management used.

Relationship between CRM and the cloud ERP system?

The purpose of CRM is to develop and maintain customer relationships. The cloud ERP system is designed to improve the overall planning and control capabilities of the company’s internal resources.

The function of CRM is mainly the department that directly contacts the enterprise customer, the marketing method of the enterprise marketing, and the service department, including the standardized management of the entire customer life cycle, is the key concern of the CRM.

In other words, if the cloud ERP system is enterprise-level comprehensive application management, the front end of the cloud ERP system is CRM, and its scope has been extended to the scope that the ERP in the cloud system cannot achieve.


CRM and ERP-systems are excellent software products for different target audiences. CRM is ideal for small companies from one to fifty people in the field of trade and services, which have several shopping facilities, and actively develop the sales department.

ERP is suitable for larger and well-established enterprises, which employ hundreds and sometimes thousands of employees. In this solution, CRM will be only a small part in a complex information system. Both solutions are designed to automate business processes.

Most of the ERP systems are now available with the CRM module within them. And have higher cost of ERP system during initial stages of implementation.

Leave a Reply

Your email address will not be published. Required fields are marked *