Microsoft CRM for Property Management helps make your business easier to manage and maximises revenue opportunities.

Companies operating in the Commercial and Residential property sectors need a straightforward Client and Property management solution to manage their day to day activities.

Microsoft CRM for Property meets this need, allowing businesses to manage their operations and derive meaningful management information.

MICROSOFT CRM FOR PROPERTY MANAGEMENT

• Company & Contact Mgt
• 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 opportunities
• Integrate with financial system
• Automate processes
• Run reports and analysis
• Document Management.

Core Property Related Functions

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

Core CRM Related Functions

• Company & Contact Management
• Integrated within Outlook
• Integrated to Excel and Word
• Activity tracking & Unlimited Profiling
• Marketing and Campaign Management
• Service Issue tracking and Contracts
• Resource Scheduling
• Detailed Reporting & Analysis.

Key Business Benefits

• Enhanced knowledge sharing – centralised source of all client and property information
• Improved cross-selling of services between departments
• Reduced wastage through better targeted marketing
• More flexible working for staff accessing the from any location
• Improved decision making based on real-time management information
• Work in the familiar Microsoft Outlook® interface managing your business relationships, sales, marketing campaigns and service activities
• Run reports, forecasts and analyse data
• Integrates Word, Excel as well as transaction or finance system.

In summary:

• High user adoption with Outlook and Office
• Create detailed management reports in Excel
• Track Fee earning activities against Jobs and Properties
• Document Managment integrated
• Appointments recorded in both CRM and Outlook
• Mail Merge using Mirosoft Word
• Easy tracking of outgoing & incoming Emails
• Maintain full record of Client activities and communications
• Allows staff to work remote on laptops and PDA devices
• Easily confirgurable to meet your exact requirement.

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