Sales and Marketing

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The property sales and marketing module focuses on capturing all the relevant information regarding Sites, Stages and Lots across different sectors such as Residential, Commercial and Retail. Users have the ability to track registrations of interest from multiple sources for example, web site, walk in’s, emails, phone call etc. and associate them with the relevant site stage or lot. Manage the complete sales cycle through the solution from ROI to In Negotiation to Executed sale even through to Settled sale or signed lease.

Some of the features of the sales and marketing module are described below. (Click on image for closer look)

Access Accurate Information, Anytime and from Anywhere

Zavanti CRM solutions avoid bottlenecks by empowering all users to easlly input and access information on any devive.

  • Desktop – Microsoft Outlook and Web client
  • Laptop – Microsoft Outlook and Web client
  • Tablet – Mobile client
  • Smart Phone – Mobile client

The Sales Process

Track all communication with the prospective purchaser or tenant from initial Registration of Interest (ROI) stage right through to the execution of the sale or lease. Track incoming and outgoing email, meetings and any documents between both parties. Associate the opportunity or the Registration of Interests with the relevant commercial or retail suite and change the status from “In Negotiation” to “Executed” as the sale progresses. This allows other property managers and management to have real time information regarding the status of all suites in all properties at their fingertips.

Registration of Interest

Most sales in the property development industry start with a Registration of Interest (ROI).  This ROI can come from a public inquiry form on a corporate website or as a phone or walk-in enquiry to a site or sales office.  The RI form allows the user to capture all the relevant details about the prospective purchaser such as:

  • Relevant Site, Stage and Lot – Integrated with Zavanti ERP
  • Enquiry Source
  • Purchase motivation
  • Timeframe to buy
  • Price preference
  • Property type
  • Builder Referrals

Sales Portal

The Sales Portal is a system that allows Sales Agents to manage contact Registration of Interests (ROI) also referred to as Leads, which typically starts with entering the contact’s ROI Details and finishing with producing a sales contract for the contact to sign. The sales portal provides agents with visibility into

  • My Leads
  • My Purchasers
  • My Activities
  • My Stock
  • Builders.
  • New Registration of Interest
  • Update Contact Information
  • Record Contact.
  • Put Lot-on-Hold.
  • Convert ROI to Sales Contract
  • Cancel ROI
  • Weekly Sales Report

Dashboards and Reports

Using SQL reporting services we have extensive reporting capabilities. See examples of a selection of reports

Development Estimating Job Costing Financials Reporting Security
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