Solution for Real Estate Management - Technical Features

Reports

Here we have Cooperative reports. They are vital when the purchase of the real estate facility is planned. They keep all necessary info about current owners, debts, payments, counters value (government established format).

Email/SMS

After we have selected the necessary cooperative - we will have load spaces, roles. We can select people who will receive this message, set criteria, and select the delivery method:

Email
SMS
portal posts

Service Calendar

In general, it is a calendar with a user-friendly interface. Plan meetings and activities, change the scale, and drag/drop items.

External Portals

External Portals enable external users to interact with selective Dynamics 365 data and capabilities within a low code, responsive website. Portal is just a website that is connected to the CRM. It has an accessible URL for all users on the Internet with no license required.

Generally, CRM is designed for internal users, for property managers mostly. Licenses are required and the amount of tools to work with data and system administration is great. At the same time Portal has a more flexible interface and works for end-users. This architecture provides the separation of workspaces and access. The work of both sides is synchronized.

Integration with SharePoint

Along with the great compatibility of Microsoft Dynamics CRM with this product, there is also file storage on it.

We consider that this piece of information will be enough for you to form the full image of our solution and estimate how useful it is but, if you have any ideas, suggestions or questions, you are always welcome to contact us

Stay tuned!