PlotiSales CRM software
The CRM software seeks to make the land acquisition process easy for the buyer while enabling real estate companies with invaluable insights as well as automating routine tasks.
PlotiSales CRM Features
Dashboards
Our cutting-edge dashboard transforms complex data into clear, actionable intelligence, empowering your team to make informed decisions faster.
Transactions
The CRM system is integrated with all banks and M-Pesa. This ensures real-time reconciliation which curbs fraud. It also helps in automatic issuing of digital receipts containing payments made and balances.
Experience Center
The customer information module serves to help customers experience the best services. It captures all KYC details, statements, and receipts, allows re-sending of receipts, birthday automation, and debt reminder automation among others.
Operations Audit
Processes like moving clients between plots, adding extra plots in a project, releasing plots with the option to upload acknowledgment in pdf, holding payments after a partial refund, moving payments, and editing plot size among others are included in this module.
Titles
We have included all the processes that involve titles in this module. They include title addition, payment allocation and approval, receipt re-sending, and dispatch and dispatch acknowledgment form upload among others.
Sales
We have taken a 360-degree approach to sales by including the below modules that will see your agents close more sales that is lead journey component, Reminders, site visits, debtors, commissions and reports among others.
Marketing
The system is equipped with a module to allow the sales manager to choose how leads are allocated among campaigns, monitor feedback and response time using customer stories, and track site visit feedback. We have also integrated various lead sources like short code, Facebook Leads, LinkedIn, TikTok, Facebook Messenger, and Whatsapp among others.
Land Owners
This module helps in capturing details of land buyers, payments made, platforms used, payment deadlines, and payment summaries.
Expenses
Here we help track petty cash allocations using categories and summaries that can be exported to CSV or PDF for monthly or weekly reporting. Categories can be added at any time based on your business needs, this ensures that all payments are accounted for and you can easily make decisions regarding expenses.
Assets
This module ensures accountability and easily keeps track of company assets through asset history. A user can allocate assets, access returned items as well as view the history of how an item has been assigned over time, for example, a company phone.
Transport
Due to site visits and other engagements car records are very essential to ensure their conditions are well known to avoid any inconvenience as a result of misinformation. The module allows adding of vehicles, insurance records, trip records containing mileage, fuel gauge images at pick, and incidence reports accompanied by images.
Reports
Discover comprehensive reports with our software tool. Easily track, analyze, and visualize your data for better decision-making. Stay informed and in control with detailed insights at your fingertips.
User Rights
Every module is customized in a way that the authorities in a company can choose who to see what. This ensures sensitive information is only viewed by only authorized parties.
Audit trail
All the processes and operations done by every user are captured in real time as part of access security. The information can be viewed and searched by any super admin in the system.
Accounting
The system has an inbuilt API to help integrate with existing accounting systems like QuickBooks, Sage, SAP, Odoo, and Zoho among others.
Customizable
Plotisales are developed with flexibility in mind. We understand that different real estate firms have different access hierarchies and departments and we have provisions for editing every single module to the last paragraph.
Data Transfer
Our Team is equipped with modern data migration tools and techniques to ensure your transition to Plotisales is fast and accurate, so you can transition effortlessly to our platform without losing valuable information.
FREE CRM AUTOMATION
Birthday SMS
Imagine delighting your customers with personalized birthday messages, showing them you care, and enhancing your customer relationships effortlessly. Our CRM’s automation feature takes care of everything, ensuring timely and personalized greetings that will make your customers feel special.
Debt reminder SMS
Stay on top of your accounts effortlessly with our automated debt reminder feature. Ensure timely and professional communication with your clients, reducing overdue payments and improving cash flow without any extra effort from your side.
Welcome SMS
Make a lasting first impression by sending personalized welcome messages to your new customers/visitors effortlessly. Our automated system ensures each customer/visitor receives a warm and professional greeting based on a specified visit category, setting the tone for a positive and engaging relationship from the start.
Testimonials
3+
years
2k+
integrations
4m+
transactions
3m+
Receipts
How can we be of service?
For all inquiries reach us via enquiries@plotisales.com
Data Privacy is guaranteed
At PlotiSales, your data privacy is our top priority. We adhere to the highest standards of security and compliance to ensure that your information is protected at all times. Trust us to safeguard your data with industry-leading practices and rigorous confidentiality protocols.