Chartered Surveyors

Microsoft CRM for Chartered Surveyors

Manage your clients more completely.

Microsoft CRM for Chartered Surveyors helps make your business easier to manage and maximises revenue opportunities.  Companies operating in the Commercial property sector need a straightforward Client and Property management solution to manage their day to day activities.

This solution meets this need, allowing businesses to manage their operations and derive meaningful management information.  Regardless if your company is small, mid-size or large, professional services firms and its senior management demand new and innovative strategies to develop more profitable customer relationships, improve operational metrics and streamline the client management life cycle.

Microsoft CRM for Chartered Surveyors:

• Company & Contact Management
• Integrated in Outlook
• Integrated to Excel and Word
• Activity Tracking and Profiling
• Marketing and Campaign Mgt
• Services Issue Tracking
• Contract  Management
• Resource Scheduling
• Manage enquires
• Manage sales opportunities
• Integrate with financial system
• Automate processes
• Run reports and analysis, including Dashboards 
• Document Management.

and includes:

• Properties
• Jobs / instructions
• Landlord & Tenant
• Investments
• Valuations / Disposals / Rent Reviews
• Leases
• Projects
• Fee-Earning activity.