Salesforce Management - Benefits - eGO Real Estate
Real estate website Real estate portals Social media Mobile Real estate software SEO Email Marketing
Realestate Manage Contact Manage Leads Manage SalesForce Manage

Benefits of Managing Salesforce on eGO Real Estate


Manage all proposals
and counterproposals.

Monitor the history of all your
company’s negotiations.

Select a property or a business opportunity to register a customer’s proposal: who is the potential customer, what is the value, was it accepted or rejected, etc.

If the owner presents a counterproposal, update the registry.

Know the negotiation process of every property. Expand this analysis to your entire portfolio.


Quickly access visits made to the properties.

Share the information with the owners.

Schedule visits associating the corresponding properties and business opportunity.

Add the customer’s feedback on the visit forms. Identify positive and negative aspects. Email the owner the report.

In each property, identify all visits: by date, by potential customer, with access to the report.


Have an internal messaging system
about the properties.

Without losing information associated to the property for an effective monitoring.

With the internal notification system, alert the sales force about an event on a property (e.g.: a price reduction).

Schedule your colleagues’ tasks on a property. Monitor the follow up without losing information involving a property (e.g.: create a visit report).

Use the notifications to send a praise or report a non-conformity (e.g.: overdue visit report).


Do not miss important tasks to closing deals.

Know what you have to do with each property.
Optimize your time.

Schedule your tasks: assign it to yourself or someone else, associate it to a property or opportunity, choose the subject, add a description and set the date and time.

Monitor the tasks and the degree of execution on the property information or in each business opportunity’s management.

Extend this monitoring to all of your tasks, including the ones assigned by others. Integrate with Google Calendar or search for specific types of tasks.


Know who
views or edits

Assign permissions in the application
and check the logs.

Associate collaborators to properties and set the profile: permission to add properties, not permitted to change the price or publish on the internet, etc.

Refer to the history (logs) of each property’s accesses and know who viewed, edited or changed the data.


Alert colleagues and schedule tasks associated to each contact.

Without exiting the application, ensuring easy follow-up.

With the internal notification system, you can quickly send a reminder to a collaborator whose contact is associated (e.g.: alert him to follow-up on a request).

Schedule tasks associated to a contact with an internal notification...

...or with the task manager. Assign them to yourself or someone else from the sales force, set who can see them, prioritize and monitor follow-up.


Contacts are owned by your company.
Protect them.

Determine who can do what and control
access to contacts.

Set your collaborator’s permission level on contacts. Hide the owner data, only allow editing to associated collaborators, block them from deleting or exporting contacts, only allow viewing contacts, etc.

With the logs system, also know everything that is happening with every contact: who viewed, who and when data was changed.


Share information
about business

Inside, with your sales force.
Outside, with owners.

Select one or more opportunities and email them to a colleague, customer, etc. No need to type the address.

With the notifications, share an opportunity with other members of the sales force with just one click.

If you are the sales force manager, use the notifications to praise or comment who monitors the opportunity.


Do not let opportunities
with recent visits cool down.

See how easy it is to manage visits
and follow-up.

Keep the map of scheduled visits well organized using the roadmaps integrated in the opportunity.

Create new visit roadmaps, adding new properties if necessary.

List the opportunities whose property visits were made today, yesterday, recently.


Monitor your customer’s
financing process.

Don’t let the banks command the
pace of your business deals.

Give your customer a first insight about monthly payments when purchasing a property.

If the customer is seeking financing, follow him from the initial property appraisal to the final mortgage approval and through the document list.

Attach digital copies of documents (appraisal, IRS statement, etc) and add any necessary notes.


A real estate deal does not end when you agree on the price.

Don’t let your sales force slack off when it comes to contracts and deeds.

Know if a deal has a contract or a deposit. Add notes or attach copies of contracts or checks.

Take advantage of the contract templates. Complete them automatically from the owner and customer data.

Know which deeds are scheduled or not signed. Write notes, attach models or documents. All this in the application.


A business deal involves dozens of tasks and participants.
Meet them.

Who is involved, who does what, when.

Know what tasks are associated to each business opportunity and each property.

Monitoring an opportunity is managing several participants and their contacts are always at hand: potential customers, owner, lawyer, bank manager, etc.


Entrust and reward
elements of your
sales force.

Determine which collaborator is responsible for
each opportunity.

Determine who receives the inquiries (leads) and converts them into business opportunities.

Choose for all to see or just one or more collaborators.

Determine who can edit or delete all actions associated to opportunities: notes, visits, contracts, deeds, stages, etc.

please wait Creating your trial version...