Remark is an industry-specific digital integrator. Since 2007 we have been helping companies to be as efficient as possible in the digital environment by automating the processes of marketing, sales and internal interaction between employees. Our main expertise is in real estate, but years of experience and competencies allow us to work with companies in all industries.
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Bitrix24 features
Real estate as an example
CRM for the real estate developer
There are two types of CRMs in the real estate market: industry-specific and non-industry-specific.
A frequent request of real estate developers: assistance in figuring out which CRM to choose. From the material of the expert you will learn about the possibilities of Bitrix24 for:
A frequent request of real estate developers: assistance in figuring out which CRM to choose. From the material of the expert you will learn about the possibilities of Bitrix24 for:
- 1analytics on leads;
- 2communication inside and outside the company;
- 3interaction with real estate agencies;
- 4setting up sms-messages;
- 5customization of analytical reports.
- Dmitry Sevostyanovfounder & CEO at RemarkCustomized solutions are not one-size-fits-all. They are focused on niche requests, emphasizing only the floor plan and the list of leads. And when a product is focused on one thing, it inevitably lacks flexibility and a set of functions. Such solutions cannot withstand the market changes of recent years, when from automation of apartment selection companies move to work with leads and their warming up.
Only those CRMs, which were originally created for marketing and sales tasks and which are successfully used by millions of companies, cope with this task. Such systems are able to lead a lead from an application to a contract. Another distinctive advantage of them: flexibility. They can be easily integrated with any other solutions and become the core of a company’s ecosystem.
Thanks to this, common nonindustry CRMs are now transforming from a customer management system to a system for managing any relationship: with agents, contractors, government, banks, and even artificial intelligence.
Ecosystem
End-to-end analytics tools help to track the sources of leads, track the financial costs of attracting them and track the amount of sales by them. For it to be effective, a CRM system must be able to collect data on sales and customer relations, document flow and finances. Then end-to-end analytics will help to trace the entire process of working with leads, up to the conclusion of the deal. Bitrix24 allows this and is easily integrated with end-to-end analytics services.
CRM implies the possibility of data synchronization with other systems. For example, in order to control cash receipts and receivables.
Another example is integration with the corporate portal and corporate messenger. The messenger allows the team to discuss work issues in a single window without switching between e-mail and, for example, Telegram. A corporate portal is necessary for uniting the company, maintaining regulations and filing internal documents. All of this can be automated and combined within Bitrix24.
CRM implies the possibility of data synchronization with other systems. For example, in order to control cash receipts and receivables.
Another example is integration with the corporate portal and corporate messenger. The messenger allows the team to discuss work issues in a single window without switching between e-mail and, for example, Telegram. A corporate portal is necessary for uniting the company, maintaining regulations and filing internal documents. All of this can be automated and combined within Bitrix24.
External communications
Bitrix24 makes it possible to increase the efficiency of communication not only within the company. One of the system’s capabilities is the processing of requests from tenants and shareholders. Interaction with the quality control service, the management company and contractors can also be set up using Bitrix24.
Another possibility is interaction with real estate agents. An employee of the company can set up mailings to agents with up-to-date information about promotions, discounts or loyalty programs, including those for real estate agencies. And he will see the agents' sales ranking and conversion rates of each agent, which will allow him to motivate the agents. At the same time, agents can access their personal account via a separate application and track the status of the transaction.
Another possibility is interaction with real estate agents. An employee of the company can set up mailings to agents with up-to-date information about promotions, discounts or loyalty programs, including those for real estate agencies. And he will see the agents' sales ranking and conversion rates of each agent, which will allow him to motivate the agents. At the same time, agents can access their personal account via a separate application and track the status of the transaction.
Interaction with agencies
The key issue here is the assignment of the real estate object to the agency and the division of access rights. It arises in the case of large agencies, when the data on clients and addresses of objects each agent has confidential. The task is not easy, but Bitrix24 solves it much better than an independently developed CRM-system.
However, when solving such a problem with Bitrix24, the boxed version is better suited, and also requires serious revision. If we are talking about a small agency, Bitrix24 with a minimum set of non-standard modules will be enough.
However, when solving such a problem with Bitrix24, the boxed version is better suited, and also requires serious revision. If we are talking about a small agency, Bitrix24 with a minimum set of non-standard modules will be enough.
Automation in Bitrix24
Another possibility is CRM-marketing, sending emails or sms to leads and clients. And the process can be automated: the system will send out messages tied to a particular event — for example, a promotion.
Bitrix24 allows you to set up automatic generation of notifications, agreements and contracts. For different objects and different payment methods, the forms of agreements can be different, so the document templates can also be different.
Bitrix24 allows you to set up automatic generation of notifications, agreements and contracts. For different objects and different payment methods, the forms of agreements can be different, so the document templates can also be different.
Customizing analytical reports
Reports in Bitrix24 are created in three ways.
- 1Using a kanban board with filters. It allows you to see how many and which deals are available and at what stages they are.
- 2Through a specialized application that solves complex problems. For example, it can aggregate data with full conversion calculation from lead to transaction, including external system sources.
- 3Through the built-in report builder in Bitrix24. However, it only solves basic tasks. For example, it provides a report on the number of concluded contracts, meetings for a month or a week, valid or canceled bookings. All data can be exported to Excel.
- 1Using a kanban board with filters. It allows you to see how many and which deals are available and at what stages they are.
- 2Through a specialized application that solves complex problems. For example, it can aggregate data with full conversion calculation from lead to transaction, including external system sources.
- 3Through the built-in report builder in Bitrix24. However, it only solves basic tasks. For example, it provides a report on the number of concluded contracts, meetings for a month or a week, valid or canceled bookings. All data can be exported to Excel.
- 1Using a kanban board with filters. It allows you to see how many and which deals are available and at what stages they are.
- 2Through a specialized application that solves complex problems. For example, it can aggregate data with full conversion calculation from lead to transaction, including external system sources.
- 3Through the built-in report builder in Bitrix24. However, it only solves basic tasks. For example, it provides a report on the number of concluded contracts, meetings for a month or a week, valid or canceled bookings. All data can be exported to Excel.
The result will look little like dashboards that allow you to see all the key indicators at once. It is better to use external tools, such as Google Data Studio, to get visual overview reports.
To customize such a report, you need the help of an integrator. However, it is worth it: the company will receive reports on any necessary indicators.
For example, in the case of a commercial director — data on key indicators, in the case of a specialist in working with real estate agencies — the share of agency transactions and conversion by agency.
To customize such a report, you need the help of an integrator. However, it is worth it: the company will receive reports on any necessary indicators.
For example, in the case of a commercial director — data on key indicators, in the case of a specialist in working with real estate agencies — the share of agency transactions and conversion by agency.
Setting up sms-newsletters
Sending sms messages and emails in Bitrix24 is customized using basic functionality. In most cases, Remark implements the basic functionality through business processes built into Bitrix24. If an excessive number of independent widgets are connected to the CRM system, it becomes not very reliable.
Conclusions
Bitrix24 has a wide range of capabilities. It is not specialized for the real estate market, but it is successfully used by real estate developers and companies from hundreds of other business sectors and has proven its effectiveness in managing relationships with leads and customers.
Due to its popularity and ubiquity, Bitrix24 can be easily integrated with other applications, including industry-specific ones, and can be easily customized to meet the company’s goals. We recommend our clients to choose a CRM from among such popular, fast-growing solutions as the core of their ecosystem, rather than niche CRMs that are not flexible enough.
Due to its popularity and ubiquity, Bitrix24 can be easily integrated with other applications, including industry-specific ones, and can be easily customized to meet the company’s goals. We recommend our clients to choose a CRM from among such popular, fast-growing solutions as the core of their ecosystem, rather than niche CRMs that are not flexible enough.
