What Is Property Pro ? Property Pro CRM is a powerful customized CRM based application used in the main three areas, Property Management, Property Finance & Facility Management. For Property Management, Property Pro is used to manage the ...
Properties Structure Initially, it is essential to understand the arrangement of properties within the system. Select the option labeled "Properties" from the lower left section of the interface. Property Operations "You now have the ability to ...
Units Structure "Once you create or upload the Property Unit(s) onto the CRM system, the system will automatically generate a 'Property Request' for approval and send notifications to the necessary approvers. This process is carried out automatical ...
Capturing Lead From the customer’s section in the left, you can choose “Leads”, there you can see the leads you captured in the system. Customers Section Available Leads System User can create a new lead by pressing “New&rd ...
Inquiry Process Once Data Entry Is done, clicking on the Inquiry button from the timeline would open a menu that captures the required data to take the customer to the next stage. These required data are Purchase timeframe KYC signed or not&nb ...
Develop Process Once the lead is qualified, the system will automatically take you to opportunity information. In this stage, Property Advisor would select the unit(s) that requires. Opportunity information Once the Property Advisor se ...
Propose Process Once the Propose process is set, the estimated close date, final decision date, also the payment plan are required and finally whether the proposal is submitted or not. Propose Stage For the Payment plan, there are multiple pa ...
Reservation Process Reservation Stage In this stage, the System User would be allowed to change agreement date, but not allowed to change the reservation amount. Reservation Stage Once It’s Done the System User can ...
Sales Agreement Process Clicking on the “Sales Agreement” from the timeline and clicking on “Finish” that would conclude the sales process and the unit(s) is Before Finishing Agreement After Finishi ...
GIO KPI From the left section choose on navigation menu “GIO KPI” that would let you see the units from different projects My Work Menu It would show the status & information of units interactively. Example of Unit Structure
Opportunity Request Process (Authority Matrix) " If the customer requests to change the payment plan or the customer would like to make any change request, the solution is simple, it’s Opportunity Request " Let us see first the request journey : ...
Property Request Process (Authority Matrix) 1 . Blocking Units To create approval request for Blocking unit(s) just need to : Navigate to Property Units from the left side navigation menu. Select the ...