Real estate agents and companies need to manage, attract, and retain clients, as well as streamline transactions and close deals on time. That’s why we designed Saphyte to help real estate companies to capture leads easily, manage sales opportunities, and personalize their engagements with potential and existing customers to make them more meaningful.Sign up for free Book a Free Demo
Real estate companies often prepare different products and packages for customers with different needs & requirements.
To save time, our partners in the real estate industry wanted to have readily available information about their products— so their sales teams don’t have to jump back and forth between the CRM and a catalog.
They want to automate the process of sending a particular to a client that matches certain requirements— like budget, preferences, and even income.
We used Saphyte’s Product Catalogue for our real estate partners.
With the feature, their sales team can easily access and share all the needed information— product and service description, pricing, and discounts, among others— to customers that need them. Because of this, our real estate partners’ sales teams have been able to rapidly quote a price to a customer that’s sitting right in front of them or while talking to one on the phone
Real estate firms and agents often cater to a wide variety of customers. They may come with different budgets, incomes, requirements, and preferences
Our real estate partners used to hunt through spreadsheets to find prospect information. This is time-consuming and they found it inefficient.
With Saphyte, they’ve been able to quickly pull up the needed information, and even keep track of which prospects they've reached out to and which ones are farther along in the home buying process.
This has allowed our partners’ sales teams to personalize each interaction and be more responsive to what customers want and need at each stage of the customer’s journey.
Real estate companies and agents need software that allows them to immediately respond to online inquiries. This addresses the customers’ need for information to make a purchase decision fast.
A real estate firm partner of ours wanted to streamline the home buying process so they can close deals on time and reach quotas fast. They wanted to be able to immediately respond to queries without putting a strain on their staff and without hiring more manpower for this task.
With an auto-response feature, real estate companies and agents can build a meaningful relationship with clients, retaining them and securing their loyalty.
The first thing we did was to use Saphyte in capturing leads easily from their website
By configuring their landing pages to send web forms for website visitors to fill out, leads’ data are easily captured— along with their specific requirements and preferences like budget, area, number of rooms, etc.
The second thing we did was we used Saphyte to provide specific product catalogues tailored to each customer’s home buying requirements.
After that, we set up Saphyte to send important updates to target buyers through email. All of these were automated, which means no staff is required to perform all these workflows manually, as Saphyte did them automatically.
Real estate companies find organizing their product listings a challenge. Since they have various properties per location, they want to be able to check in a glance the availability and which are the most in-demand properties. Instead of using excel files to list all their products, they use Saphyte’s Product Catalog in managing and organizing their product listings/descriptions.
You can pull up predefined sales reports or create your own customized report in Saphyte based on whatever data is living inside the system. The reports help you recognize which properties are still available and fast-selling and provide you a sales insight to which properties to focus on selling based on the demand.
Big analytics play a major role in the decision-making in real estate companies. Insights from customer data help better meet the needs of existing users and real estate owners and provide more personal offers. With the use of custom fields, any real estate company can capture relevant pieces of information and store it in the customer’s profile.
Email marketing is an important strategy for real estate companies to connect with leads and at the same time promote their properties and projects. Saphyte provides the marketing functionalities such as drip emails to nurture customers, email templates for a more personalized approach, email analytics to evaluate the effectiveness of your marketing campaigns, and many more.
Time is money for businesses such as real estate hence, signing up a customer needs to be seamless and fast. Saphyte provided real estate companies with a more efficient solution by using forms to capture all the necessary information from their clients. All they have to do is build a form and send it as a link to the client. The client will then fill out the form and the information is captured directly in Saphyte.
"Simple to use and a really fresh, clear interface. The ability to customise the CRM to meet our needs was a really great benefit as it felt we had a CRM which worked for us rather than working around existing software. Great value for money and wonderful service and support from the team."
"Since we moved to Saphyte, CRM has been so simple yet effective in growing our sales. With our previous systems – two of the world's leading CRM brands – we were left wanting with little support for smaller businesses like us, as well as needing to change our processes to fit the CRM."
"Saphyte has helped us improve our data capturing and data security. In our business, we generate a lot of leads and the manual methods of spreadsheets can’t compare to the automated data protection we have now with Saphyte’s ecosystem. It is humanly impossible to manually manage the lead generation part of our business but with Saphyte’s CRM, the process has now been automated and we have noticed a massive change for the better."
"Saphyte has been the perfect tool for us to easily digitize the way we manage our customer relationships, moving away from manual processes as the business grows. Each person is now completely aligned during each project meaning we're able to effectively maintain a high level of customer experience when delivering our services."
"Some problems such as the absence of centralised storage of data, difficulty in organising thousands of contacts, missed follow-ups of leads and deals, data is not being updated in real-time and double work because of duplicate information, can be permanently handled by Saphyte CRM."
"Prior to Saphyte, we were logging and tracking all of our sales opportunities in spreadsheets. However, due to manual error and poor data input, it was difficult to have accurate visibility on our sales performance."
"Before Saphyte CRM we were using multiple tools for the management of our leads, prospects and customers. This was too difficult to manage and as a result we were losing leads and prospects."
"One of the benefits of Saphyte is the fact that the support is local. The team has been great in suggesting ideas and ensuring that the system fits directly inline with my processes as a business. I now have a complete overview of our operations at the click of a button, which I can access anywhere on the road."
"Saphyte enables us to have all our leads, customers and sales activities accessible in one centralized place. We now have full visibility on the sales teams activity and sales performance as we look to grow our sales going forward."