SigzenESTATE is an ERP solution designed specifically for the real estate industry, built on ERPNext and the Frappe framework. It streamlines various business operations, such as lead management, financial tracking, and property management, all within a single platform. Whether managing large projects or multiple properties, it helps improve efficiency and growth. With features like integrated lead management, automated financial operations, and customer portals, SigzenESTATE simplifies complex real estate transactions, making it easier for teams to manage operations and drive success.
Key Features
1. Integrated Lead Management
Efficiently manage and track leads from various sources with SigzenESTATE’s Integrated Lead Management feature. Real estate businesses deal with multiple channels of lead generation, and SigzenESTATE centralizes all lead sources, automating the allocation and tracking process.
Integrated Lead Sources
Import leads from popular property portals like 99Acres and Housing, or social media platforms such as Facebook and Instagram.
Lead via API
Capture leads directly via API integration from property portals for instant lead registration into the system.
Manual Import
Import leads manually via Excel files from offline sources, making it easy to ensure no opportunity is missed.
Automatic Lead Allocation
Automatically assign leads to your sales team based on predefined rules, ensuring faster response times.
2. Automate Financial Operations
With Automated Financial Operations, managing the financial side of real estate becomes seamless. SigzenESTATE simplifies payment scheduling, allocation, and reconciliation at the unit level, making financial management a hassle-free process.
Payment Scheduling
Create customizable payment schedules for clients, ensuring timely payments that align with project milestones.
Payment Allocation and Reconciliation
Track payments in real-time and allocate them to respective units. Easily re-allocate payments when necessary, ensuring transparency and accuracy.
Unit-Level Reconciliation
SigzenESTATE offers detailed unit-wise financial tracking, allowing businesses to reconcile payments for each unit across projects, ensuring no revenue is missed.
3. Property and Unit Management
Real estate businesses often deal with multiple projects and units. SigzenESTATE’s Property and Unit Management tools allow you to efficiently manage properties across different locations with ease.
Estate Property Creation
Create detailed property setups, including towers, floors, amenities, sectors, and more. Manage multiple properties simultaneously, whether for residential or commercial real estate.
Unit Details Management
Keep track of unit-specific information such as size, type, location, direction, and dimensions. Detailed unit data, including floor plans and brochures, can be attached to provide complete transparency to potential buyers.
Property Brochures and Attachments
Upload images, documents, and brochures for each property and unit to ensure all necessary information is available in one place.
4. Sales and Allocation
SigzenESTATE’s Sales and Allocation features streamline the sales process and make it easy to manage unit availability, allocation, and customer engagement.
Unit Allocation
Track unit availability with detailed infographic reports. Place units on hold, allocate or reallocate them to clients, and manage cancellations easily.
Automated Demand Letters
Automatically generate demand letters based on payment milestones and track payment statuses. Keep customers informed and ensure transparency throughout the sales process.
Real-Time Sales Tracking
Track every stage of the sales cycle, ensuring that no opportunity is lost and every unit is accounted for.
5. Enhanced Customer Engagement
Enhancing customer satisfaction is crucial in real estate. SigzenESTATE includes features designed to engage customers and keep them informed at every stage of their purchase.
Customer Portal
Offer a self-service portal where customers can view their unit details, payment schedules, and transaction history.
Payment Alerts & Notifications
Keep customers informed with automated payment alerts and confirmations. This feature improves communication and reduces delays in payments.
Social Media Campaign Integration
Connect SigzenESTATE with social media platforms like Facebook, Instagram, and property portals like 99Acres and Magic Bricks for seamless lead generation from marketing campaigns. Automatically assign new leads to sales executives for prompt follow-up.
Integration
SigzenESTATE integrates seamlessly with other ERPNext modules, enhancing the overall functionality and scalability of your business operations:
Case Studies
1. Streamlining Operations for a Real Estate Developer
Challenge
A real estate developer managing multiple residential projects faced difficulties handling leads from various portals, managing payments, and tracking unit sales.
Solution
By implementing SigzenESTATE, the developer was able to integrate leads from social media and property portals, automate payment schedules, and efficiently manage unit allocations.
Results
The developer saw a 30% increase in lead conversion rates, a 20% reduction in manual errors, and improved customer satisfaction through the use of automated payment alerts and customer portals.
2. Improved Lead Management for a Commercial Property Developer
Challenge
A commercial property developer struggled with disjointed lead sources and manual tracking, resulting in lost opportunities.
Solution
SigzenESTATE integrated all lead sources into a single platform and automated lead allocation to the sales team.
Results
Lead response times improved by 40%, and overall sales increased by 25%, thanks to enhanced tracking and efficient sales allocation.
Tutorials & Guides
To help you maximize the potential of SigzenESTATE, we provide the following resources:
Frequently Asked Questions
How does SigzenESTATE handle multiple lead sources?
SigzenESTATE integrates with property portals and social media platforms to automatically capture leads and assign them to the sales team for efficient follow-up.
Can I manage multiple properties with SigzenESTATE?
Yes, SigzenESTATE allows for detailed multi-property management, enabling you to handle multiple projects, towers, and units seamlessly.
How does the payment scheduling feature work?
You can create custom payment schedules for each customer based on project milestones and automate reminders to ensure timely payments.
Can SigzenESTATE integrate with my existing CRM or VOIP system?
Yes, SigzenESTATE integrates with CRM systems, WhatsApp, and VOIP services, enhancing communication and lead management.
What reports can I generate in SigzenESTATE?
SigzenESTATE provides a variety of reports, including lead tracking reports, unit availability reports, payment status reports, and financial reconciliations.
Get a Customized ERP Quote Today
Discover how SigzenESTATE can revolutionize your real estate business. Contact us today for a free demo and see how our ERP solution can streamline your property management, enhance customer engagement, and boost sales.
Trust Elements
”SigzenESTATE has transformed the way we manage leads and customer interactions. We’ve improved our conversion rates significantly.
Sunil AgrawalSpace Factor
”The payment scheduling and customer portal have made our operations more efficient, and our customers love the transparency.
Harshad BhaiNest Realty
