Real estate property object
Hello,
I'm trialing pipedrive to see whether it's suitable for a CRM for a commercial and industrial property sales/leasing business.
Conceptually very similar to residential real estate agency.
I understand the relationship between person and organisations, but how can you create the concept of a real estate asset (i.e. industrial warehouse or commercial property). This seems like something that should really be on offer in a CRM that targets the Real Estate industry.
I'm hoping there is a straightforward answer as I love what pipedrive offers.
Thanks in advance.
Jeremy
Comments
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Hi @Jeremy Prendergast perhaps a good idea to make your post in this channel for others to see: https://community.pipedrive.com/group/pipedrive-industry-realestate
@Joseph Valenti already any suggestions perhaps?
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Mike van der Valk said:
Hi @Jeremy Prendergast perhaps a good idea to make your post in this channel for others to see: https://community.pipedrive.com/group/pipedrive-industry-realestate
@Joseph Valenti already any suggestions perhaps?
Hi guys just checking if anyone had any thoughts on my original post?
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Jeremy,
I'm also considering PipeDrive for my pipeline, and like it for its intuitive framework, but lack of any solution for real estate deals. For now I use Organisation module as proxy for storing Property assets. Unfortunately most CRMs lacks the distinct modules for Lead/Contact/Investment-PropertyMgm, PropertyAsset, Deals, Activity and Tasks.
Some CRM providers allow creation of custom modules, which is the way here, as in many other specialized industries.
Bobby
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Bobby said:
Jeremy,
I'm also considering PipeDrive for my pipeline, and like it for its intuitive framework, but lack of any solution for real estate deals. For now I use Organisation module as proxy for storing Property assets. Unfortunately most CRMs lacks the distinct modules for Lead/Contact/Investment-PropertyMgm, PropertyAsset, Deals, Activity and Tasks.
Some CRM providers allow creation of custom modules, which is the way here, as in many other specialized industries.
Bobby
Perhaps @Joseph Valenti has some time to chime in here
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Mike van der Valk said:
Hi @Jeremy Prendergast perhaps a good idea to make your post in this channel for others to see: https://community.pipedrive.com/group/pipedrive-industry-realestate
@Joseph Valenti already any suggestions perhaps?
wow, looking at pipedrive for real estate as well...seems like there are more questions than answers when it comes to real estate and pipedrive processes
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Hello,
We are a professional company based in Belgium that has set up an entire automation workflow for Real Estate. We give free consultations as a service solution provider partner of Pipedrive.
We have created a database that synchronizes with Pipedrive to manage al your data. We push it to several workflows into Pipedrive and other systems.
We collect data from:
- Lead platforms (seller leads)
- Social media platforms (seller & buyer leads)
- Your personal real estate website (incoming data: buyer & seller leads)
- Real estate platform requests visits (incoming data: buyer & seller leads)
We push data to following flows in Pipedrive:
- Follow-up flow
- Prospection flow
- Home valuation flow
- Preparation (marketing) flow
- Visits for sale
- Visits for rental
- Visits for Newbuild
- Billing workflow
- Or custom flows
We connect data with:
- Your preferred billing system
- Your CRM to manage your properties ( you don't need to work with a CRM)
- Email marketing software to trigger flows
- One-time emails for follow-up notifications before and after appointments
We can always do a free online call to see how we can help you. Visit our website www.amai.immo or book a free call true this link: https://calendly.com/future-marketing-agency/online-meeting-001
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