Real Estate

May 27th, 2021
By: DSC

What makes Dynamics 365 for Real Estate unique?

  • Native Web, Outlook and Mobile clients – iPad, iPhone, Android, cross-browser
  • Professional user interface – custom Outlook add-in
  • Client / Contact segmentation
  • Social Web integration (basic and advanced – LinkedIn and InsideView)
  • Opportunity and Listing Management
  • New Client / Project / Closing Management
  • Expertise / Experience Management (Employment and Education History)
  • Client / Action Plans
  • Expense Management
  • Property Management
  • Email Marketing and Event Management
  • Custom navigation (Outlook menu) – for marketing / BD “power” users
  • Integration with Finance, Document and Email Management (eg. Sage, MYOB, SharePoint, MailChimp, Constant Contact, Campaign Monitor)
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