CMS Payment Integration Leading Real Estate Firm
Reading Time: 2 minutes
Client
The client is a real estate brokerage firm that focuses on coordinating with their clients to sell their assets at the highest possible price.
The client operates a Real Estate Alliance website. This website is a crowdsourced database providing information to the commercial real estate industry (“CRE”). Property information, capital market (sales, debt and equity) and lease comps are available via the website. Originally founded in the 1980’s, the alliance’s website’s database contains over 25 years of North American commercial real estate data.
Objective
The client required a Customer Relationship Management (CRM) system to store contacts, properties database with their sales, Lease Comparables & occupancy information.
The client wanted this CRM application to be as database and web application which will be open for outside world to make commercial property comparisons where the client can make money on user subscriptions.
The client needed a solution that integrates the following:
- User subscriptions
- Campaign support for Marketing team
- News and Announcements for users
- Document Management system to store all property related documents
Get the full case study
Takeaways
Comprehensive CRM System: Retransform developed a custom CRM with over 25,000 subscribers, 80,000+ property records, and real-time data syncing between CRM and web application.
User-Friendly Web Application: The web application allows buyers/sellers to easily search for commercial properties, view details, and manage documents with a subscription-based interface
Efficient Marketing and Document Management: Features include marketing campaign tracking, SSAE-16 SOC-1 compliant document storage, and integration with Dynamics CRM and Outlook.
