PlanOK
PlanOK offers comprehensive tools for the real estate industry, from lead acquisition to post-sale management, enhancing operational efficiency.
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Description
PlanOK is a robust platform tailored for the real estate sector, designed to optimize the client lifecycle through a suite of integrated solutions. The platform encompasses various modules that address key aspects of real estate management, including:
- Commercial Management: Streamline the handling of leads and customer acquisition through a centralized system that integrates contacts across multiple channels. This module enhances decision-making with data-driven analytics, improving sales processes and allowing for better tracking of commercial opportunities.
- Document Control: Centralize and organize all documentation related to real estate transactions. With features such as document version control and workflow management for approvals, users can ensure that all records are secure, up-to-date, and easily accessible.
- Post-Sale Services: This module focuses on managing post-sale requests efficiently. It provides tools for tracking service requests, ensuring customer satisfaction through automated alerts for potential delays, and maintaining transparency with detailed documentation access.
In addition to these core features, PlanOK integrates seamlessly with other services like iClavis, providing a holistic approach to real estate management. The platform is aimed at enhancing operational efficiency through automation and facilitating a better customer experience at all stages of the sales process.
Features
Integrated Commercial Management
Centralizes lead management and optimizes customer acquisition processes, allowing real estate professionals to efficiently handle commercial opportunities.
Document Management System
Provides tools for document organization, version control, and workflow management, ensuring that all documentation is secure and easy to access.
Post-Sale Service Management
Streamlines the management of post-sale requests and services, enhancing customer satisfaction through efficient processes and performance analytics.
Data-Driven Analytics
Enables users to make informed decisions based on comprehensive data analysis, improving sales strategies and operational effectiveness.
User Permission Management
Allows for the customization of user access and permissions within the platform to ensure data security and appropriate access levels.
Tags
Documentation & Support
- Documentation
- Support
- Updates
- Online Support