Unit Sales CRM

  • Streamlined lead-to-owner sales management

    Easily manage and track all of the business processes and tasks related to the sale of units. Intuitive workflows begin with capturing leads and creating prospect records, reserving units, converting prospects to owners, collecting billed charges and transferring unit ownership. Analytics and reporting provide comprehensive information about sales events, contacts, leads, unit owners, and billing activity.

Product Highlights

 

  • Automated Workflows

    Track the progress of a unit sale from the first contact with a prospect to the completed sale and handover. Create sales lead records and add detailed history and property information as the sale progresses to ensure a faster more efficient lead-to-sale lifecycle.

  • Flexible System

    Easily configure Unit Sales CRM to specific employee roles, sales agents, and sales owner stages with role specific options. Allow each user to view the most relevant information that is most important to their function within the unit sales cycle.

  • Analytic Reporting

    Analytics and reporting with drill-down give you comprehensive oversight and insight. View single records or review calculations based on data from multiple records and run reports that give you unrivalled transparency across each stage of the sales cycle.

Key Benefits
  • Provides end-to-end lead and sales management including billing
  • Automates sales procedures and simplifies handovers
  • Increases business intelligence with analytics and reporting
  • Integrates seamlessly with Yardi Voyager HOA
Key Features
  • Lead-to-owner tracking from initial contact through reservation, billing, and completed sale
  • Configurable dashboards according to roles and attributes
  • Workflows for booking, billing, handovers, cancellations, and re-sales
  • Lead, sales, billing, owner ledger analytics and reporting
  • Ability to pause purchases in progress and resume completion later
  • Searchable calendar displays tasks and events with due dates
  • Advanced search tool finds units based on individual and property attributes
  • Seamless integration with Yardi Voyager Condo and Microsoft Outlook