Name: Smarthome
Author: Smarthome

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

Academic Advising

Education

Board Management

Business Intelligence (BI)

Collaboration

Contract Management

Corporate Social Responsibility (CSR)

Desktop Publishing

Enhanced 911 (E911)

Environmental Health and Safety (EHS)

Manufacturing Execution

Project Portfolio Management

Enterprise

Accounting

Investor Relations

Merger and Acquisition

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Build Automation

Cloud Storage

Continuous Delivery

Converged Infrastructure

Data Center Cooling

Data Fabric

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed File Transfer (MFT)

Mobile Device Management (MDM)

Network Behavior Analysis

Network Performance Monitoring

Threat Intelligence

Value-Added Resellers (VARs)

Workload Automation

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Audio Editing

Content Management

Email Marketing

Gamification

Local Marketing

Marketing Automation

Press Release Management

Product Information Management (PIM)

Screen and Video Capture

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Quote to Cash

Sales Coaching

Sales

Cloud Infrastructure Entitlement Management

Security

Apparel

Chargeback Management

Dental

Financial Services CRM

ID Card

Internet of Medical Things

Nonprofit Fundraising

Oil and Gas

Vertical-Specific

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Field Pros

SmartHome is a cloud-based CRM system designed to facilitate the management of commercial real estate sales. It is specifically tailored for builders and real estate companies in Colombia. According to the vendor, this solution offers technological support for sales, marketing, portfolio, and administrative processes, catering to professionals in the real estate industry.

## Key Features

**Cloud-Based CRM**: According to the vendor, SmartHome is a cloud-based CRM system that allows users to access it from any location with an internet connection.

**Integration**: The vendor states that SmartHome seamlessly captures prospects from the main real estate portals in Colombia and integrates them into the CRM.

**Technological Assistance**: According to the vendor, SmartHome provides technological assistance for sales, marketing, portfolio, and administrative processes in the real estate industry.

**Timely Follow-Up**: The vendor claims that SmartHome facilitates timely follow-up in the decision-making process, resulting in increased sales and stronger long-term relationships.

**Digital Manager**: According to the vendor, SmartHome's Digital Manager enables users to migrate all their commercial and administrative operations to a virtual model.

**Real Estate Project Integration**: The vendor states that SmartHome allows for the integration of all real estate projects into a digital ecosystem.

**Sales Process Transformation**: According to the vendor, SmartHome helps users quickly transform their sales process into a virtual one, focused on digital prospects.

**Sales Team Preparation**: According to the vendor, SmartHome provides a platform for training sales teams to deliver optimal virtual customer service.

**Customer Segmentation**: According to the vendor, SmartHome enables users to capture customer data and identify the source of origin, whether from a sales office or digital channels.

**Document Generation and Management**: According to the vendor, SmartHome facilitates the generation and management of quotations, payment plans, and reservations.

Basic

BuilderTrend is a construction management system. It includes functionality for pre-sale, project management, financial management, and customer management processes. It also provides mobile accessibility.

Core Subscription

Premium

Buildertrend

A provider of software and services in the building industry, Constellation HomeBuilder Systems has two goals: to empower builders with information to drive business objectives and to simplify the process of building homes and condos.

Constellation HomeBuilder Systems

Smarthome

Construction CRM

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

Automated CRM activity logging

Logs information related to contacts, events, and calls.

Sales pipeline management

Sales funnel automation with triggered actions at different stages, pipeline visualization, and performance tracking for revenue forecasting, conversions, duration, etc.

Construction Document Management

This feature helps users to store, manage, and track electronic documents and images. It is essential in construction projects where there are numerous documents such as contracts, blueprints, and permits.

Construction Time Tracking

This feature allows users to record the time spent on different tasks. It is crucial in construction projects to ensure that all tasks are completed within the set timelines.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Smarthome

Overview

What is Smarthome?