What modules does the Royaltor360 CRM have?
| Module | What it is for |
|---|---|
| Leads | The sales pipeline by stages: first contact, visit, negotiation, reservation and sold, with the lot of interest |
| Calendar | Appointments, site visits and calls for each sales agent |
| Inventory | The lots with their status, area and price, over the project plan |
| Clients | Each buyer's record with their contact details and documents |
| Finance | Payment plans with fixed installment or fixed principal, principal prepayments, payments, numbered receipts and collection messages |
| Team | Sales agents, roles and lead assignment |
| Amaia | The site assistant's conversations and the appointments it books |
| Marketing | Sales pages per lot or promotion, with the monthly payment calculated |
| Statistics and reports | Visits to the site and the tour, pipeline, inquiries, appointments and sales |
| Activity and backups | Who did what and when, and daily copies of all the information |
Why is a generic CRM not enough to sell lots?
A generic CRM is designed for contacts and opportunities, not for an inventory of lots with code, area, price and status. In a land subdivision what matters is knowing which lot is reserved, for whom, how much has been paid and how much is left. If the inventory lives in a spreadsheet and the leads in another system, someone has to cross-check the information by hand, and that is where errors appear.
| Spreadsheet | Generic CRM | CRM for land subdivisions | |
|---|---|---|---|
| Lot inventory with status | Yes, but edited by hand | Not included | Yes, it is the base of the system |
| Lead tied to a lot | Only if written down | With custom fields | Yes |
| Several sales agents at the same time | Risk of overwriting data | Yes | Yes, with permissions by role |
| Payment plans and receipts | In another spreadsheet | Usually not | Yes, in Finance |
| Availability on the web | No | No | Yes, the plan reads the inventory |
| Change history | Limited | Yes | Yes, in Activity |
To look at this topic more closely, read what a real estate CRM needs to sell lots.
How does it prevent two sales agents from selling the same lot?
The status of the lot is one and everyone shares it. When a lead moves to reservation, the lot is reserved for the whole team and for the public plan. The next sales agent who looks for it will see it taken, and the activity log shows who made the change and when.
How does it handle installments and collections?
From Finance you build each client's payment plan: down payment, installments with fixed installment (French) or fixed principal (German), balance and bank loan if applicable. Payments are recorded against the plan, the system numbers the receipts and applies each payment to the oldest installment. The totals and the status of each account are calculated by the server, not the browser, so a client's balance does not depend on who opened it.
For collections there are message templates for each situation: before the due date, on the payment day, late payments and thanks.
Who sees what?
| Role | What they can do |
|---|---|
| Administrator | The whole project: inventory, sales, finance, team and settings |
| Office staff | Manages the whole project, except deleting administrators |
| Sales agent | Only their own leads and clients; sees the inventory to offer lots |
| Read only | Views the information without changing it, useful for partners |
Each project has its data separated from the others, and a daily copy of all the information is saved.
Where do leads come from?
From the interactive masterplan, the 360 tour, the sales pages and the Amaia assistant. Each inquiry enters the CRM with its source and the lot the person was looking at, and is assigned to a sales agent. If the person books a visit with the assistant, the appointment appears in the team's calendar.
How is it implemented?
- Demo with your team to review how they sell today.
- Upload of the inventory from your spreadsheet and of the project plan.
- Creation of users with their role and lead assignment rules.
- Upload of existing clients and their payment plans, if you already have sales.
- Training for the team so they start recording from day one.
How much does the real estate CRM cost?
It depends on the size of the project, the number of users and whether it comes together with the interactive masterplan and the 360 tour. In the demo we review your case and give you the exact price.