AscendixRE CRM Demo: One-Stop Tool For Your Commercial Real Estate Business

Summary

Ascendix RE is a powerful CRM system designed to streamline contact management and correspondence tracking. It enables businesses to store and track detailed information on relationships with clients, including lease and buyer profiles, and allows advanced searches to create targeted marketing lists. With modules for property listings, reporting tools, and integration with productivity tools like Outlook and Gmail, Ascendix RE enhances lead generation, deal flow, and collaboration. The mobile app ensures access on-the-go, while dynamic listing portals and secure collaboration rooms transform client engagement and communication in a centralized, efficient manner.

Takeaways

• 😀 The core of any CRM system is an effective contact management and correspondence tracking system.
• 😀 Ascendix RE captures detailed profiles of leases and buyers, storing information about upcoming needs and requirements.
• 😀 Advanced search tools in Ascendix RE enable efficient marketing and prospecting, maximizing lead generation efforts.
• 😀 The system tracks relationships between clients and properties, including tenancy, ownership, and listings.
• 😀 A full property listing module is included to track listing agreements, marketing activities, inquiries, and deals.
• 😀 Ascendix RE offers a set of reporting tools, such as internal and external reports, property flyers, and listing activity reports.
• 😀 Configurable dashboards visually represent data to guide activities and priorities, helping maximize deal flow.
• 😀 Integration with productivity tools like Outlook and Gmail enhances fundamental activities such as email communication and meeting scheduling.
• 😀 The fully functional mobile app ensures access to information on-the-go from phones or tablets.
• 😀 The new listing portal allows seamless sharing of listings on corporate websites, with lead capture forms for further follow-up.
• 😀 Deal rooms and collaboration rooms transform how you engage with prospects, offering secure environments for sharing details and interacting in one central location.

Q & A

What is the core feature of any CRM system discussed in the script?

The core feature of any CRM system is a great contact management and correspondence tracking system that allows users to track relationships with constituents and store related information along with conversations.

How does Ascendix RE help with lease and buyer profiles?

Ascendix RE captures detailed lease and buyer profiles, storing information about upcoming lease needs and buyer requirements, which helps in tracking and managing these profiles effectively.

What is the purpose of advanced searching tools in Ascendix RE?

The advanced searching tools in Ascendix RE enable the creation of targeted marketing and prospecting lists by utilizing detailed requirements, thereby maximizing the efficiency of lead generation efforts.

How does Ascendix RE track client relationships with properties?

Ascendix RE tracks client relationships with properties by monitoring tenancy, ownership, and listings, including full tracking of listing agreements, expiration dates, marketing activities, inquiries, and deals.

What reporting tools are available in Ascendix RE?

Ascendix RE offers a full set of reporting tools, including the generation of internal and external reports, property flyers, lease and sale comparables, and listing activity reports.

How do configurable dashboards in Ascendix RE benefit users?

Configurable dashboards provide visual representations of data that help in decision-making by presenting data in a way that directs activities and priorities to maximize deal flow for the future.

What integration capabilities does Ascendix RE offer with productivity tools?

Ascendix RE integrates with productivity tools like Outlook and Gmail, enhancing basic functions such as sending and receiving emails and booking meetings, while incorporating CRM context for sharing with team members.

How does Ascendix RE support mobile users?

Ascendix RE offers a fully functional mobile application that allows users to take their information with them on their phone or tablet, enabling access on the go.

What is the new listing portal in Ascendix RE?

The new listing portal allows users to share listings stored in Ascendix RE dynamically on their corporate website, where visitors can review listings and submit their information for follow-up through lead capture forms.

How does the deal room and collaboration rooms feature enhance client engagement?

The deal room and collaboration rooms allow users to share property and listing details, secure confidentiality agreements, and engage in interactive dialogues within a central location, improving communication and streamlining the process compared to scattered email threads and attachments.