LEADS
The term “lead” is used in CRM systems to describe someone who has the potential to become a customer but hasn’t yet. A prospect is another term for a lead. Leads are either converted to contacts, companies, and opportunities (opportunities) or discarded.
INVESTORS
CRM enables you to more efficiently handle contacts with investors and other stakeholders. The IMS Platform contains a CRM developed particularly for commercial real estate businesses, which gives you access to all investor data in one place.
BUILDERS
CRM allows to keep a track and have a conversation with Builder. A builder can update the process of work happening over site and let ypu know abot the work flow. It has all the information about the construction process and documents that are important.
OPPORTUNITIES
Opportunities are possible revenue-generating events, such as a sale to an account, that must be followed all the way through the sales process. The value of your sales pipeline is determined by the different sales stages an opportunity goes through, such as demo, proposal, or review.
INVOICES
An invoice, often known as a bill, is a non-negotiable itemised statement sent to the consumer by the seller. The products or services, prices and taxes, dates, parties involved, address information, terms and discounts, and payment options are frequently included on invoices.
SALES ORDER
Before delivering the Flat or Place that the customer has reserved, the Sales Order is a confirmation document provided to them. Once your prospective customer (potential) accepts your quote and sends the Purchase Order (PO) for further processing, you can create a Sales Order (SO).
