Project-CRM for Developers
The comprehensive CRM solution for housing developers.
Our Project-CRM for Developers solution is tailored specifically for housing developers, providing a comprehensive platform to streamline critical processes. From land acquisition to lead-to-reservation management, and approvals management, our CRM empowers developers to efficiently manage every stage of their projects. Designed with the unique needs of the housing development sector in mind, it ensures seamless coordination, improved stakeholder visibility, and faster decision-making to keep projects on track and successful.
Manage the Complete Lifecycle of Your Housing Developments with Project-CRM
Built on Dynamics 365, Tailored for Housing Developers
Project-CRM for Contractors, built on Microsoft Dynamics 365, is a cutting-edge solution designed to manage the entire lifecycle of a project, from land acquisition to post-sale defect management.
Perfect for housing developers, Project-CRM enables efficient handling of key processes, including:
- Land Acquisition Management: Track, evaluate, and acquire new development opportunities with complete visibility of potential sites.
- Plot Development and Sales: Seamlessly manage plots from initial planning to reservation, linking leads to opportunities and ensuring smooth customer transitions.
- Offer Approval and Incentive Management: Streamline offer approvals and manage buyer incentives with fully integrated tools.
- Approvals and Reservations: Oversee the reservation process with clear workflows and real-time updates for stakeholders.
- Defect Management: Use the D365 Customer Service Hub to monitor and resolve defects post-sale, tracking case progress with detailed client and contractor information.
With a unified system connecting every aspect of your development workflow, Project-CRM simplifies stakeholder communication, improves efficiency, and ensures compliance. By leveraging Dynamics 365’s robust capabilities, this solution provides housing developers with the tools they need to maximise productivity and profitability at every stage of a project.
Projects/Sales
- Managing Land Banks and Plots
- Capturing web and in-person enquiries
- Step by step sales process
- Document Management
- Managing relationships with Estate Agents
- Incentive tracking
- Offer Approval Management
Customer Service
- Handover to client
- Snagging and defects
- Customer Feedback surveys
- Social Media Integration
Reporting
- Simplify your reporting procedures
- KPI Dashboards
- Ad-hoc reporting
- Revenue Forecasting
- Management Reporting
Familiar Experience
Out of the box Integrations with Microsoft 365 services:
- Outlook
- SharePoint
- Teams
- Power BI
- Power Automate
- Power Apps
Book a demo
To find out more about how Project-CRM® can revolutionise the way you work, book a demo to see it for yourself!