June 10, 2020
4 min readReal Estate Solution for Dynamics 365
In this article, we will take a glance at UDS solutions for the real estate sector.
The specialized system that covers all business requirements is a must-have for every real estate business. Modern software platform suggests different REMS (Real Estate Management Software) are overstaffed with functionality and yet, they might not suit perfectly.
In UDS, we understand how sufficient custom-tailored solution for this business is and build our work centering around:
- decent management of the whole operational processes and activities
- user-friendly interface
- proper structure
- easy communication
- automated generation of inner documentation, etc
The system that we developed is built on
CRM (Microsoft Dynamics 365) – for agents, managers, administrators
Website (Dynamics 365 Portal/Portal PowerApps) – for external users
Good compatibility of CRM and Website enables the effective work of the employees and clients and, at the same time, covers all needs.
The security structure divides the system into different parts and shows/hides information according to the corresponding privileges.
CRM interface (internal/for the employees)
As you can see, we have a customized standard menu and created different modules:
- Property information
- Party information
- Contract management
- Product management
- Process management
- Reporting management
- Communication management
- Event management
- Invoicing
- Bookkeeping
Portal interface (external website for clients)
How do you think additional sections should be added to our Real Estate solution? What special features employees or clients might want to have?
In the next article, we will share more details about our system. If you have any questions/ideas or if you are interested in a product like that, feel free to contact us.