Everyday Real-Estate Made Easy

  • 15 Dec

Working in a real-estate business is no less than sitting on a roller-coaster ride. Every day you meet new people and interact with suppliers, utilities, tenants, etc. You also play with a big chunk of data, and entering that data into an Excel spreadsheet only makes your work lengthier and full of chaos.

Learn how we helped one of our clients overcome these loopholes with the help of Semsto, a solution for small and medium businesses. The automation of a lot of redundant tasks not only improved the daily activities but also overall operations, which ultimately increased their ROI.

About the Project

The client is a large construction company that implements projects in house, building and facility management. As their business grew, they were facing administrative issues spread across Excel files, Google Docs, notes, chats, etc. Due to silos in their processes, and the lack of a unified system, their team could not function smoothly.

They wanted to digitize these processes in a single system that could help their employees work efficiently. That's why they landed at Semsto.

Project Plan

Our work methodology was Agile. Hence, we defined long-term goals with an ultimate deadline. We made a team of

  • Business analyst

  • Developers

  • UI/UX designer

  • QA engineer

Main Modules of our Real-Estate Solution

Clients Module

The most important module of the project was the client module. The client wanted a centralized system to manage their customer data. So, this module was made to contain information about the clients. With the role-based functionality, their managers can add, edit, and delete records per the requirements. They can also view and modify the details in customer's profiles if needed.

Here is a list of actions available

  • Manage personal data

  • View invoices and their payment status

  • Communicate by Email, SMS and WhatsApp

  • Delete the client's addresses

  • Manage documents

  • Analyse clients by parameters like roles, residential, debts, groups, etc.

Calendar

As the client was from a real-estate business, they were having a lot of client visits. We implemented the calendar module to allow clients to make appointments, leave reminders, and record events. So, using this module, their users can easily manage their time. Suppose a building manager needs to interact with multiple people, including tenants, third-party organizations, etc. In this case, this module helps them arrange tasks for a smooth workflow.

Users

This module is role-based and contains all the users. The main feature of this module is that users can access the data based on their roles. For example, a manager can access the data related to their specific areas, assigned users, tenants, etc. Senior managers can view all real estate objects and monitor their employees' work.

Newsletter

Emailing was one of the most important modules for the clients. To send information and messages related to advertising, we implemented this module for the client. Using it, clients can send emails to their customers via Semsto. They can also add a poll with multiple buttons so that users can tick a necessary box.

This feature can help the managers send the newsletter to everyone at once or to a selected group of users.

You can also overview statistics, including

  • The number of sent messages

  • The number of received responses

  • The ratio of mailing types

  • The ratio of communication channels

  • Delivery and viewing reports

Document Management

The client had a lot of documents to manage and store. These documents come with different purposes, like a few intended for public view and a few only for employees or upper management. After the implementation of this module, users can add, edit, and delete files. With the help of various filters, users can quickly find information.

Complaints

To log any complaints, tenants can briefly describe the situation and submit a complaint. Based on the complaint status, a complaint can be stated as new, rejected, pending, or resolved. The manager can see the new complaints in the system and take further steps accordingly. The manager can also add a comment, attach an image, text document, video, etc. This allows users to deal with complaints and help them manage customer satisfaction without contacting or meeting the customers in person.

Project delivery

Finally, we provided the customer with a full-fledged system that brought a lot of stability in terms of processes in a digital format. Now customers don't need to manage data manually in an Excel sheet. They have a central system that allows them to improve operational efficiency and increase productivity. With automation in many redundant things, managers and tenants can be in the same boat and manage things accordingly. Reduce downtime, and have a set of happy customers.

Overall, it was a challenging project as the number of data was quite large. However, it only helped us in gaining one more happy customer and a lot of experience in managing the nuances of the real estate industry and how it can be managed with a Semsto solution. The client is in touch with us, and we help them update the system as per their requirements. If you are also interested in Semsto implementation for your real-estate business and making complex processes smoother, get in touch with us. We would love to assist you further.

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