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©2019 AtemisCloud ATEMISCLOUD REAL-ESTATE ERP solution for Real-Estate companies

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Page 1: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

ATEMISCLOUD REAL-ESTATEERP solution for Real-Estate companies

Page 2: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

The company

Our values

- Confidence

- Quality

- Responsibility

▪ Founded in 1998

▪ 1200 projects

▪ 11 offices(USA, Europe, Asia,

Africa)

▪ 60 countries

▪ 12 languages

Page 3: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

….and over 1100 other companies.

References

Page 4: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

AtemisCloud A proven robust architecture

✓ developed over 20 years

✓ 1 million lines ofcode

✓ 200.000 hrs = 100yrs/man

✓ 450+features

✓ 260+engineers

Page 5: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Page 6: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Get an integrated solution

• 7 professional features

• Accessible from theCloud

• At any time

• From anywhere

• From anydevice

• In real time

• Optimize all processes, save time and money

• Integrated to othersystems

Page 7: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Benefit from the solution

• Full management process all integrated with improved efficiency

• Secured property and customer database & centralize access to information

• Comprehensive report and analytics system

Page 8: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

CRM

Customers and Landlords• General information• Specific demand• Product holding• Customer’s invoices• Professional data and customized• History of activities (Report and Task)• Documents

Prescriber and Real Estate Exchange• Manage real estate exchange information• Product released• History of activities• Documents

Sales activities management• KPI• Contact/day/project• Track employee’s sale activities• Give tasks• View the report of employee• Salesman scheduling• Appointment scheduling

Report & Analysis• Sales report• Profit report• Commission report• Sale process efficiency report• Employee report• Year to year sales report

Explore the solution

Page 9: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Real Estate features

Real Estate Agent

Programs, Houses, Apartments• House, apartment information by status

(for lease, for sale)• Track lease fee, sales price• Interior condition (picture, furniture…)• List of owners• Book an appointment to see the house,

apartment.

Customer management• List of tenants/buyers• Track leasing status, expired contract

alert.• Product holding.• Invoices• Commission report

Customers and property• Analyze which property meets the

demand of the customer• Property suggestion• Property segmentation• Customer segmentation• Track potential property type• Negotiating activities

Contract management• Create a service contract• Contract rules• Payment method• Commission report• Track payment process• Send the service contract

Page 10: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Real Estate Owner

Contract management• Create a service contract• Contract rules• Payment method• Commission report• Payment process tracking• Document completion tracking• Contract transfer

Documents management• Program documents• Catalogues• Posters• File Access permissions• Customer documents

Real Estate features

List of programs and booking• List of programs• Apartment/House managment• Lot Reports• Lot Booking• Internal documents• Analysis (number of lot by type ,

status,number of beds….)

Brokers and Real Estate Exchange• List of programs• Program details, lots

• Related documents

• Lot released.

Page 11: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

• Communication (events & conferences)• Business trip• Staffs access• Waste management

• Assets management

Administration

• Working schedule• Employee’s activities• Payroll• Holiday request• Vacation & Holiday• Contract• Structure• Recruitment & training

HR

Marketing

• Poster• Emailing• Event management• Call center• On demand tracking

Finance

Management features

• Service contract fee• General ledger• Employee expenses• Mater expenses• Payment process tracking• Revenue and Expenditure

management• Validate expenses

Page 12: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Back Office Modules

• Dashboard (Sales, Process, Products)

• Management of dictionary tables (cities, countries, sector , revenue rage, ...)

• Emailing template management

• Merge of data

• Importation of clients and contracts from CSV, Excel

• Creation of customized fields

• Management of right and authorizations

Page 13: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

AI in Real Estate

• Fill Data

• Chatbots

• Customer segmentation

• Mass-customized Marketing

• Forecast and Suggestion

Page 14: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Fill data

✓ Fill customer’s information from

Chatbot

✓ Gather information from different

media

✓ Fill demand information

✓ Improve customer care processes

Page 15: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Chatbot

✓Reduce repetitive support calls

and emails

✓Answer questions 24/7

✓Provide property information

✓ Set up an appointment

✓ Improve the customer care

Page 16: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Customer segmentation

✓ Automatically segment

customer by customer

group

✓ Effective customer care

✓ Customer behavior

✓ Customer conditions

✓ Improve sale process

Page 17: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

1 bed room 2 bed rooms 3 bed rooms

Mass-customized marketing

✓Analyze customer’s demands

✓Demand marketing

✓Effective marketing campaigns

✓ Increase the number of

customers

✓ Increase revenues

Page 18: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Forecasts and Suggestions

✓ Analyze customer’s data

✓ Analyze customer’s conditions

✓ Predict property meet the

demand of customer

✓ Property suggestion

✓ Improve sale process

Page 19: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Dashboard

Page 20: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

List of programs

Page 21: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Program details

Page 22: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

List of lots

Page 23: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Booking a lot

Page 24: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Booking process

Page 25: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

List of companies

Page 26: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Companies details

Page 27: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Activity reports

Page 28: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Clients list

Page 29: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Create a target segment

Page 30: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Send emailing

Page 31: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Emailing Dashboard

Page 32: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Assign a task

Page 33: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

To do list

Page 34: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Add an activity report

Page 35: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Add a new appointment

Page 36: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Personal calendar

Page 37: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Targets follow up

Page 38: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Customers interactions

Page 39: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Employees objectives

Page 40: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Sales activities report

Page 41: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Sales people management

Page 42: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Sales progression

Page 43: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Invoices analysis

Page 44: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

List of invoices

Page 45: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Invoices by month

Page 46: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Invoices by year

Page 47: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Invoices by customer

Page 48: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Sales analysis

Page 49: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Year to Year sales analysis

Page 50: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Sales dashboard

Page 51: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Rights and authorizations

Page 52: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Structure

Page 53: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

List of employees

Page 54: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Employees details

Page 55: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Team efficiency

Page 56: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Mobile version

Page 57: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

Mobile version

Page 59: CRM for Real-Estate Agent · Sales activities management • KPI • Contact/day/project • Track employee’s sale activities • Give tasks • View the report of employee •

©2019 AtemisCloud

We wish you a pleasant flight in the

AtemisCloud

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[email protected]