Real Estate CRM Cloud sales tracking by Ashley Seric 2015

Scalable, Cloud Based

An intuitive, scalable browser-based design meant little to no training was required for staff to begin using this system effectively on desktop and mobile devices.

CQ Properties CRM Design

Live Search

A hand written live search feature automatically displays results pulled from the database as you type. The results display a handful of relevant information alongside each result.

CQ Properties CRM Client Tracking

Client Tracking

Clients are tracked throughout their progress from expression of interest to unconditional contract. All clients are neatly arranged into a navigable flow chart.

Statistical Analysis

Accurate statistics can be pulled from any specific time range, this tool has proven very helpful in analysing new marketing techniques

Loan Serviceability Calculator

Using an algorithm developed closely with a leading home loan lender I was able to develop a loan calculator. The calculator automatically pulls any information provided by the client and will estimate which home packages the client can afford. This can be recalculated after any changes are made to the clients information with the touch of a button.

Comments

Timestamped comments streamline all communications pertaining to any specific client; removing the need for cumbersome emails between.

Admin Panel

A clean and simple settings panel give administrators easy access to update home loan rates, usernames, passwords, user permissions, disclaimers, notices and any other relevant information.