Microsoft Dynamics CRM for Real Estate

BuildEx – CRM for Real Estate

Simplifying Customer Centric Experience  for Your Real Estate Business. Because Relationships Matter.

The Extent of Customer Centric Approach Required by a Real Estate Company is Immense

Lets look at the Customer and understand what his mindset is when he has to deal with Real Estate. For him (individual or corporate), investing in Real Estate means, the stakes are high. He wants to be very careful before making a buying decision: which means longer sales cycle. He always wants to take the decision that is right for him. Which means, he is going to evaluate multiple options. You will have to be constantly in touch with him across different stages of his buying cycle: from discovery to closure. For him, Real Estate Investment is a complex process involving multiple entities (like banks, real estate brokers etc) and multiple steps.

The extent of Customer Centric Approach required for a Real Estate Company is immense. Delivering High Quality Customer Experiences Continuously is often a challange.

Buildex is a Microsoft Dynamics CRM solution that provides Ready-to-Use Best Practices to deliver High Quality Customer Experiences for Real Estate Companies

Buildex Helps You Deliver High Quality Customer Experiences

High Quality Customer Experience is actually providing answers to the customer’s problems just before he asks it. Buildex is a CRM solution that provides Ready-to-Use Best Practices to deliver High Quality Customer Experiences for Real Estate Companies. BuildEx also provides the technology that helps you deliver these experiences to a large scale of prospects and customers: consistently.


In an intensely competitive real estate market, creating a mind share in the prospect’s mind plays an important role in his buying process. Buildex has built-in best practises and a structured approach to create this mind share to your potential prospects.

With Campaign Management Process, Buildex helps you deliver the right marketing message to your potential prospect across multiple mediums : traditional & social. You could track the response and the spend on marketing initiatives to measure the ROI of these campaigns. BuildEx also helps in converting positive responses to Leads.


In the real estate business, the challenge begins the moment you identify a lead. Qualifying the lead becomes extremely important so that you can channelize your efforts on the right prospects. And once that is done, delivering high quality experiences to the prospect becomes extremely important.

BuildEx, provides you with tools that help you to qualify the prospect efficiently. With its structured opportunity management process, you could provide your sales workforce a guide and a system to deliver the right customer experiences to the prospects. Buildex has the intelligence to keep track of the sales process and identify the deviations. This helps you course correct, wherever the customer experiences are not satisfactorily delivered.


Once the prospect is ready to buy from you, or ready to become your customer, he is trusting your brand and your product. Providing the customer the best buying experience now becomes a responsibility.

BuildEx helps you to execute the sales & contract management process with the customer in a structured and easy way. It ensures that the buying process of the customer is hassle free and pleasant. BuildEx helps you with the necessary documentation, and integrates with the backend ERP so that the commercial transactions and reporting becomes seamless. It also has built in systems to enable seamless interaction with the banks and the brokers during the contracting process.


During the entire cycle of Purchase: from Discovery to Closure and beyond, the customer can have multiple queries and requests. Providing timely response may bring in customer delight. But not responding on time, can actually bring in severe customer dissatisfaction.

Buildex helps you record and track these queries. It further helps you build Turn-Around-Time to respond to these queries. It helps you forward these queries to the relevant internal teams so that you respond to the customer within the promised response times. Further, if there are some standard responses, BuildEx helps you to create and search the knowledge-base to respond to such queries.


For successful closure of any high stakes deal, personal interaction and providing comfort is very important. In Real Estate, it is no different, because for the customer, real estate investment is a high stakes deal. The mantra therefore, is to always be out there in front of the customer.

Buildex helps you achieve this. With mobility solutions, your sales workforce can spend more time on the field with the customers. They can get real-time information about or update their interactions on the mobile devices itself with ease. It does not matter which mobile device they are using. It does not matter whether they are online / offline. They can respond real time to prospect / customer’s queries and enhance the customer experience – rather than telling them: “Let me get back to You”.


One of the key fundamentals in selling process is “Know Your Customer”. The better you know them, the better you can address their needs. In today’s situation, we can get a lot of insights about the customer behaviour by listening to them carefully on the social networks. This is called social listening.

Buildex helps you with Social Listening. It provides social insight about your prospects and customers based on which you can align your marketing and sales initiatives. Buildex also helps you launch social media campaigns effectively across multiple social platforms.


Features of BuildEx

  • Centralized Contacts Management
  • Maintain Inventory of Saleable Real Estate Units
  • Graphical Representation of Building Layouts
  • Campaign Management with ROI on campaigns
  • Effective Opportunity and Pipeline Management
  • Sales Team Management and Goal Tracking
  • Post Sales – Contract Management Process
  • Customer Support and Query Handling
  • Post Handover Maintenance Support
  • CRM Dashboards
  • Mobility Solution for Sales Workforce
  • Social Listening and Social Campaigns
  • Customizable Process Work-flows
  • Integration with backend ERP systems
  • Lost Opportunities Tracking
  • Brokers Management
  • Built on Microsoft Dynamics CRM
  • Available on Cloud or on Premise
  • "We express our thankfulness to Compusoft team’s contribution and capabilities, in the areas of innovative approaches to problem solving and making design decisions, deep understanding of Microsoft CRM on Cloud systems and processes. These factors were essential in helping us see beyond the initial requirements – and frequent challenges to realize the full potential of the systems being deployed."
    Vivek Gupta (President) Hitachi Systems Micro Clinic
  • "Compusoft team operates at the upper end of the expertise spectrum and has been at the forefront in assisting and presenting new processes at our premises. The company has embraced a long term strategy as critical to maintaining a competitive advantage whether it be On Cloud or On Premise Microsoft Dynamics CRM."
    Apsara Shetty (Director) Relacs Investment Private Limited
  • "The key requirements for effective implementation of Microsoft CRM on Cloud model were the activities defined should be operational and an understanding of licensing culture. Compusoft consultants came out trumps on both scores."
    Sudarsan Ranganathan (Managing Director & CEO) Veeras Infotek Private Limited (India & Middle East)
  • "We at Kotak Mahindra Bank Ltd, , were looking for better controls on space allocations and quicker way to get the MIS on occupancy and vacancy status. We collaborated with Compusoft’s Dynamics Space Management Solution to leverage not only to optimize the space utilizations but also took the leverage of the Business Analytics provided on Microsoft Dynamics CRM platform which helped deliver much faster allocation of seats capabilities & cost allocation to different business units"
    Shamsher Sindhu (Vice President) Kotak Mahindra Bank Limited
  • "Microsoft Dynamics service offerings are redefining how business solutions permit people for greater success, forecast forthcoming issues and opportunities, and enable organizations to expand the possibilities for competitive advantage. MS Dynamics solutions integrate the world's best practices & business processes collected over years of experience and learning from the industry which enable our organization to maximize returns on our Microsoft Dynamics investments"
    Vivek Gupta (President) Hitachi Systems Micro Clinic
  • "The Microsoft Dynamics CRM Online solutions allowed us to leverage B2B connect model to deliver right solutions for our customers. The Solution helps enterprises to stay connected with clients, partners. They also enable enterprise to control information at any given point of time from anywhere."
    Apsara Shetty (Director) Relacs Investment Private Limited
  • "The robust platform of Microsoft Dynamics CRM allows us full flexibility to connect at any given point of time from around the world on mobile & desktop which not only provides us with a ready on hand information but also enables our organization in quick decision making & optimize internal processes."
    Sudarsan Ranganathan (Managing Director & CEO) Veeras Infotek Private Limited (India & Middle East)

Clients we worked with

We have successfully implemented BuildEX for our customers in multiple industries and continue to support them post implementation. We are their single point of contact for  for their IT & Software needs.

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