Name: CRM Realestate by Wes
Author: WES Consultancy and Services Private Limited

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Online Learning

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

CTRM

Finance and Accounting

Applicant Tracking

Compensation Management

Contractor Management

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Design

Browser

C/C++ Integrated Development Environments

Change and Configuration Management

Cloud Storage

Data Center Infrastructure Management

Data Observability

Data Pipeline

Enterprise Architecture Management

Enterprise Backup

Extended Detection and Response (XDR)

Fraud Detection

High Availability Cluster

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

Network Performance Monitoring

Password Management System

Remote Monitoring and Management

Security Awareness Training

Software Defined Storage (SDS)

Static Code Analysis

Storage Area Network

Voice Recognition

Vulnerability Management

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Digital Experience Platforms (DXP)

Email Marketing

Graphics

Heatmap and Session Recording

Marketing Automation

Marketing OS

Social Media Management

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Field Service Management

Professional Services Automation

Project Management

Prototyping

Professional Services

Customer Relationship Management (CRM)

Point of Sale

Sales Intelligence

eCommerce

Sales

Insider Risk Management

Secure Service Edge (SSE)

Security

Church Management

Forestry

Telemedicine

Vertical-Specific

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CRM Realestate by Wes is a Customer Relationship Management (CRM) software designed specifically for the real estate industry. According to the vendor, this software is aimed at real estate developers, builders, property dealers, transportation services, and educational institutions. The features of CRM Realestate by Wes aim to streamline various aspects of real estate operations. 

## Key Features

**Data Management & Distribution**: According to the vendor, users can import bulk data with a single click and allocate it to their team for streamlined handling and distribution. The software offers round-robin distribution among salespeople.

**Data Verification**: The vendor claims that verified data can be used to create effective marketing and sales pitches. It is said to act as a valuable funnel for strategies, helping managers understand where to focus their efforts.

**Lead Generation**: CRM Realestate by Wes is said to simplify lead generation by seamlessly capturing leads from various sources such as cold calls, web portals, marketing portals, and Google ads. The software claims to offer smart integrations to convert requirements into actionable solutions.

**Followups**: The software is said to enhance conversion rates by effectively managing follow-ups. Users can categorize and track follow-up actions, and the software offers auto reminders, notifications, and escalations through phone, email, and the app.

**Staff Productivity**: According to the vendor, CRM Realestate by Wes aims to boost professionalism and accountability within teams through target and task management on a daily, weekly, and monthly basis. The software promotes process maturity and aims to direct actionable tasks without dependency.

**Team Monitoring**: The vendor claims that the software ensures process accountability and maturity with features like geo-fencing and GPS tracking. Effort tracking within defined boundaries is said to empower the team, managers, and other users in the workplace.

**Campaigns Tracking**: According to the vendor, CRM Realestate by Wes provides insights into the customer approach and collaboration journey, allowing users to evaluate campaign effectiveness, ROI, conversion ratio, and plan next actions accordingly.

**Integration**: The software claims to seamlessly integrate with various technologies such as IVRS, cameras, biometric systems, QR scanners, payment gateways, and ERP solutions, enabling a connected and efficient workflow.

**Work Flow**: CRM Realestate by Wes offers predefined workflows and automation, aiming to provide a hassle-free and user-independent system. The software can be tailored to align with specific business logic and objectives.


WES Consultancy headquartered in Raipur, Chhattisgarh offers their CRM - Customer relationship management, for real estate business - builders, brokers, agents & marketing agencies, focused around its mobile app.

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CRM Realestate by Wes

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

WES Consultancy and Services Private Limited

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.

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.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

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.

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.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

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.

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.

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CRM Realestate by Wes

Overview

What is CRM Realestate by Wes?