agent-on-the-go sales crm app.pdf
TRANSCRIPT
Login / Sign Up Page
(Slider – to introduce the usage of this app)
1. After property showings, the direct buyer / cobroke leads are all over the inbox. Do you feel
that it is hard to keep track the potential ones and follow up closely with them?
press YES then proceed to the next slider.
2. After bringing tenants / buyers to see properties, the properties’ information are not
captured properly and buyers feedback towards the properties are not noted down. Do you
experience that it is hard to discuss with buyers on past viewings and shortlist the potential
one?
press YES then proceed to the next slider.
3. Whole day chiong for projects and you have gotten many leads but they are not filed
properly and you tend to forget to follow up. Do you feel that it is hard to prioritise the leads
and keep track the stage of following up with the leads?
press YES then proceed to the next slider.
4. When come to reporting tax, your brain feels blank what to fill up for the cost of business.
You are always on the move and tend to misplace the receipts or any operational expenses
in the business. Do you think that it is important to keep track the revenue of closed deals
and to account for the expenses you spent in the business?
press YES then proceed to the next slider.
5. From the prospecting activities and networking, you have met with people from all walks of
life. You want to keep in touch with them but your contact numbers / namecards are
“somewhere”. Do you feel that it is a loss to just shelve away these leads which could
become a potential hot lead to you if you could have communicated with them all the time?
press YES then proceed to the next slider.
6. Referrals are part of the business prospecting. Some have agreed to refer their friends to
you. Some have referred to you. Isn’t good to have a good referral system in place so that
you can keep track who are the active ones and their referral fee?
press YES then proceed to Register page.
*Login page also allows them to refresh what the app can do for them (if they wish to slide)
Sign Up
1. Name
2. Agency
3. Agency Number
4. Email address (link to gmail)
5. Contact number
6. Password
Home Page (after login in)
Serving Sellers (S1, S2, S3 ….)
Serving Buyers (B1, B2, B3 ….)
Serving Landlords (L1, L2, L3 ….)
Serving Tenants (T1, T2, T3 ….)
Serving Project Leads (P1, P2, P3 ….)
Manage Hot Leads (H1, H2, H3 ….)
Manage Referrals (R1, R2, R3 ….)
Manage Network (N1, N2, N3 …..)
Manage Reminder
Manage Finance
Templates / Greetings
Serving Sellers
Add Seller Listing
Type of Property
(Apartment / Condo / Walk-Up / Cluster House / Executive Condominium / Terraced House /
Detached House / Semi-Detached House / Corner Terrace / Bungalow / Good Class Bungalow
/ Shop House / Town House / Conservation House / HDB (2-room to 5-room) / HDB Jumbo /
HDB Executive Apartment / HDB Executive Maisonette / HDB Multi-Generation / HDB
Terrace / HDB Adjoined Flat / Mall Shop / F&B Shop / Medical Shop / Business Park / Science
Park / Office Space / Light Industrial / Factory / Warehouse / Dormitory / Land with Building
/ En-bloc)
URL of listing (link to propertyguru, ST property, SRX, iProperty to extract basic details)
Address of Property:
Size:
Asking Price:
1 Photo
Seller Name: (keep inside contact book)
Seller Contact Number: (keep inside contact book)
Seller Email Address: (keep inside contact book)
Seller Bday: (keep inside calendar)
Extra Note: (text) (upload image)
* under each seller listing, will have a list of leads asking to view / viewed the house *
Keep Track Showings
Buyer / Cobroke Name: (keep inside contact book)
Contact Number: (keep inside contact book)
Buyer Profile: couples / single / family / friends / company + local / foreign
Status (on off button kind): Arranging / Viewed (input date & time)
Feedback:
o Didn’t turn up
o Poker face
o Look not interested
o Many negative comments
o A lot of questions
o Still considering
o Got hope
o Very positive
o Arrange 2nd viewing
o Offering soon
o Self type …..
Extra Note: (text) (upload image)
SOLD button to press if close deal
SEND SMS SEND EMAIL
SEND GREETINGS
SEND SMS SEND EMAIL
SEND GREETINGS
o Final price:
o Expected Commission (drop down auto calculate): 0.5%, 1%, 1.5%, 2%, 2.5%, 3%,
3.5%, 4%, 4.5%, 5% (go to Manage Finance)
o Issue Agreement date: (put inside calendar)
o Extra Note: (text) (upload image)
NOT SOLD to press if listing gone, shelve it away under non-active listing
IF deal burst, press RESTART to erase Final Price, Expected Comm and Issue Agreement date.
Serving Buyers
Add Buyer Requirements
Type of Property
(Apartment / Condo / Walk-Up / Cluster House / Executive Condominium / Terraced House /
Detached House / Semi-Detached House / Corner Terrace / Bungalow / Good Class Bungalow
/ Shop House / Town House / Conservation House / HDB (2-room to 5-room) / HDB Jumbo /
HDB Executive Apartment / HDB Executive Maisonette / HDB Multi-Generation / HDB
Terrace / HDB Adjoined Flat / Mall Shop / F&B Shop / Medical Shop / Business Park / Science
Park / Office Space / Light Industrial / Factory / Warehouse / Dormitory / Land with Building
/ En-bloc)
Preferred Locations: (facebook style)
Preferred Size Range: (choose a range slider style)
Budget Range: (choose a range slider style)
Need By: (immediate / in 2 weeks / in 1 month / in 2 months / in few months / in a year)
Other Requirements: xxxxxxxxxxxxxxxxxxx
Buyer Profile: couples / single / family / friends / colleagues / company + local / foreign
Buyer Name: (keep inside contact book)
Buyer Contact Number: (keep inside contact book)
Buyer Email Address: (keep inside contact book)
Buyer Bday: (keep inside calendar)
Extra Note: (text) (upload image)
* under each buyer listing (B1, B2, B3 ……), will have a list of properties to view / have viewed *
Keep Track Viewings
URL of listing (link to propertyguru, ST property, SRX, iProperty to extract basic details)
Seller / Cobroke Name: (keep inside contact book)
Contact Number: (keep inside contact book)
Address:
Size:
1 Photo
Asking Price:
Status (on off button kind): Arranging / Viewed (input date & time)
Feedback (appear when Viewed):
o No comment
o Too noisy
o Not well maintained
o West sun
o Too high price
o Bad Neighbour
o Corridor
o Good price
SEND SMS SEND EMAIL
SEND GREETINGS
SEND SMS SEND EMAIL
SEND GREETINGS
o Got chance
o Nice seller
o Nice neighbour
o Good layout
o Self type …….
Extra Note: (text) (upload image)
BOUGHT button to press if close deal
o Final price:
o Expected Commission (drop down auto calculate): 0.5%, 1%, 1.5%, 2%, 2.5%, 3%,
3.5%, 4%, 4.5%, 5% (go to Manage Finance)
o Issue Agreement date: (put inside calendar)
o Get Key: (put inside calendar)
o Extra Note: (text) (upload image)
NOT BOUGHT to press if buyer is gone, shelve it away under non-active listing
IF deal burst, press RESTART to erase Final Price, Expected Comm and Issue Agreement date.
Serving Landlords
Add Landlord Listing
Type of Property
(Apartment / Condo / Walk-Up / Cluster House / Executive Condominium / Terraced House /
Detached House / Semi-Detached House / Corner Terrace / Bungalow / Good Class Bungalow
/ Shop House / Town House / Conservation House / HDB (2-room to 5-room) / HDB Jumbo /
HDB Executive Apartment / HDB Executive Maisonette / HDB Multi-Generation / HDB
Terrace / HDB Adjoined Flat / Mall Shop / F&B Shop / Medical Shop / Business Park / Science
Park / Office Space / Light Industrial / Factory / Warehouse / Dormitory / Land with Building
/ En-bloc)
URL of listing (link to propertyguru, ST property, SRX, iProperty to extract basic details)
Address of Property:
Size:
Asking Price:
1 Photo
Landlord Name: (keep inside contact book)
Landlord Contact Number: (keep inside contact book)
Landlord Email Address: (keep inside contact book)
Landlord Bday: (keep inside calendar)
Extra Note: (text) (upload image)
* under each landlord listing, will have a list of leads asking to view / viewed the house *
Keep Track Showings
Tenant / Cobroke Name: (keep inside contact book)
Contact Number: (keep inside contact book)
Tenant Profile: couples / single / family / friends / colleagues / company + local / foreign
Status (on off button kind): Arranging / Viewed (input date & time)
Feedback:
o Didn’t turn up
o Poker face
o Look not interested
o Many negative comments
o A lot of questions
o Still considering
o Got hope
o Very positive
o Arrange 2nd viewing
o Offering soon
o Self type …..
Extra Note: (text) (upload image)
RENTED button to press if close deal
SEND SMS SEND EMAIL
SEND GREETINGS
SEND SMS SEND EMAIL
SEND GREETINGS
o Final price:
o Expected Commission (drop down auto calculate): 25%, 50%, 75%, 100%, 125%,
150%, 175%, 200%, 225%, 250%, 275%, 300%, 425%, 450%, 475%, 500% (go to
Manage Finance)
o Issue Agreement date: (put inside calendar)
o Extra Note: (text) (upload image)
NOT RENTED to press if listing gone, shelve it away under non-active listing
IF deal burst, press RESTART to erase Final Price, Expected Comm and Issue Agreement date.
Serving Tenants
Add Tenant Requirements
Type of Property
(Apartment / Condo / Walk-Up / Cluster House / Executive Condominium / Terraced House /
Detached House / Semi-Detached House / Corner Terrace / Bungalow / Good Class Bungalow
/ Shop House / Town House / Conservation House / HDB (2-room to 5-room) / HDB Jumbo /
HDB Executive Apartment / HDB Executive Maisonette / HDB Multi-Generation / HDB
Terrace / HDB Adjoined Flat / Mall Shop / F&B Shop / Medical Shop / Business Park / Science
Park / Office Space / Light Industrial / Factory / Warehouse / Dormitory / Land with Building
/ En-bloc)
Preferred Locations: (facebook style)
Preferred Size Range: (choose a range slider style)
Budget Range: (choose a range slider style)
Need By: (immediate / in 2 weeks / in 1 month / in 2 months / in few months / in a year)
Other Requirements: xxxxxxxxxxxxxxxxxxx
Tenant Profile: couples / single / family / friends / colleagues / company + local / foreign
Tenant Name: (keep inside contact book)
Tenant Contact Number: (keep inside contact book)
Tenant Email Address: (keep inside contact book)
Tenant Bday: (keep inside calendar)
Extra Note: (text) (upload image)
* under each tenant listing (T1, T2, T3 ….. ), will have a list of properties to view / have viewed *
Keep Track Viewings
URL of listing (link to propertyguru, ST property, SRX, iProperty to extract basic details)
Landlord / Cobroke Name: (keep inside contact book)
Contact Number: (keep inside contact book)
Address:
Size:
1 Photo
Asking Price:
Status (on off button kind): Arranging / Viewed (input date & time)
Feedback (appear when Viewed):
o No comment
o Too noisy
o Not well maintained
o West sun
o Too high price
o Bad Neighbour
o Corridor
o Good price
SEND SMS SEND EMAIL
SEND GREETINGS
SEND SMS SEND EMAIL
SEND GREETINGS
o Got chance
o Nice landlord
o Nice neighbour
o Good layout
o Self type …….
Extra Note: (text) (upload image)
RENTED button to press if close deal
o Final price:
o Expected Commission (drop down auto calculate): 25%, 50%, 75%, 100%, 125%,
150%, 175%, 200%, 225%, 250%, 275%, 300%, 425%, 450%, 475%, 500% (go to
Manage Finance)
o Issue Agreement date: (put inside calendar)
o Get Key: (put inside calendar)
o Extra Note: (text) (upload image)
NOT RENTED to press if tenant is gone, shelve it away under non-active listing
IF deal burst, press RESTART to erase Final Price, Expected Comm and Issue Agreement date.
Serving Project Leads
Add Project Lead Requirements
Type of Property
(Apartment / Condo / Walk-Up / Cluster House / Executive Condominium / Terraced House /
Detached House / Semi-Detached House / Corner Terrace / Bungalow / Good Class Bungalow
/ Shop House / Town House / Conservation House / HDB (2-room to 5-room) / HDB Jumbo /
HDB Executive Apartment / HDB Executive Maisonette / HDB Multi-Generation / HDB
Terrace / HDB Adjoined Flat / Mall Shop / F&B Shop / Medical Shop / Business Park / Science
Park / Office Space / Light Industrial / Factory / Warehouse / Dormitory / Land with Building
/ En-bloc)
Preferred Locations: (facebook style)
Preferred Size Range: (choose a range slider style)
Budget Range: (choose a range slider style)
Need By: (immediate / in 2 weeks / in 1 month / in 2 months / in few months / in a year)
Other Requirements: xxxxxxxxxxxxxxxxxxx
Project Lead Profile: couples / single / family / friends / colleagues / company + local /
foreign
Project Lead Name: (keep inside contact book)
Project Lead Contact Number: (keep inside contact book)
Project Lead Email Address: (keep inside contact book)
Project Lead Bday: (keep inside calendar)
Extra Note: (text) (upload image)
* under each project lead listing (P1, P2, P3 ……), will have a list of projects recommendations*
Keep Track Projects
Project Recommendation:
Own Project / Cobroke Name: (keep inside contact book)
Contact Number: (keep inside contact book)
Status (on off button kind): Recommended / Viewed (input date & time)
Feedback (appear when Viewed):
o No comment
o Too expensive
o Developer not good
o Furnishing bad
o Not good layout
o Got chance
o Cheap
o Good layout
o Good facilities
o Self type …….
Extra Note: (text) (upload image)
SEND SMS SEND EMAIL
SEND GREETINGS
SEND SMS SEND EMAIL
SEND GREETINGS
BOUGHT button to press if close deal
o Final price:
o Expected Commission (drop down auto calculate): 0.5%, 1%, 1.5%, 2%, 2.5%, 3%,
3.5%, 4%, 4.5%, 5% (go to Manage Finance)
o Issue Agreement date: (put inside calendar)
o TOP Date: (put inside Calendar)
o Extra Note: (text) (upload image)
NOT BOUGHT to press if the lead is gone, shelve it away under non-active listing
IF deal burst, press RESTART to erase Final Price, Expected Comm and Issue Agreement date.
Manage Hot Leads
Add Hot Lead Details
Would like to [ _________________________]
Type of Property
(Apartment / Condo / Walk-Up / Cluster House / Executive Condominium / Terraced House /
Detached House / Semi-Detached House / Corner Terrace / Bungalow / Good Class Bungalow
/ Shop House / Town House / Conservation House / HDB (2-room to 5-room) / HDB Jumbo /
HDB Executive Apartment / HDB Executive Maisonette / HDB Multi-Generation / HDB
Terrace / HDB Adjoined Flat / Mall Shop / F&B Shop / Medical Shop / Business Park / Science
Park / Office Space / Light Industrial / Factory / Warehouse / Dormitory / Land with Building
/ En-bloc)
Extra Note: (text) (upload image)
When to do: (put inside calendar)
Hot Lead Profile: couples / single / family / friends / colleagues / company + local / foreign
Hot Lead Name: (keep inside contact book)
Hot Lead Contact Number: (keep inside contact book)
Hot Lead Email Address: (keep inside contact book)
Hot Lead Bday: (keep inside calendar)
* each hot lead if follow up closely and manage to CONVERT *
CONVERT HOT LEAD SUCCESSFULLY
Put under
o Serving sellers
o Serving buyers
o Serving landlords
o Serving tenants
o Serving project lead
Information is transferred over to key in lesser
SEND SMS SEND EMAIL
SEND GREETINGS
Manage Network (with Namecard Scanner)
Snap and Input
Name Number Email Address Meet Where Meet when
Note
Indra 1234567 [email protected] Wei Ling wedding
22 / 10 / 2015
Young couples may intend to buy house
WJJ 1234567 [email protected] Agent Biz Conference 2014
1 / 11 / 2015
Bought a house and may sell
ABC 1234567 [email protected] Coffee shop blk 123 tanglin
25 / 12 / 2015
Spoken about joining as agent
CONVERT NETWORK CIRCLE SUCCESSFULLY
Put under
o Serving sellers
o Serving buyers
o Serving landlords
o Serving tenants
o Serving project lead
Information is transferred over to key in lesser
SEND SMS SEND EMAIL
SEND GREETINGS
Manage Referrals
Add Referrals Details
Name Number Email Address Promise When Note Indra 1234567 [email protected] 10% 22 / 10 /
2015 Pass 1 stack of namecards
WJJ 1234567 [email protected] 15% 1 / 11 / 2015
Met at Blk 124 Jurong
ABC 1234567 [email protected] 15% 20 / 12 / 2015
Pass 10 referral coupons
SEND SMS SEND EMAIL
SEND GREETINGS
Manage Reminder
Auto put inside
Birthday – recurring every year
Festive – recurring every year
Sign Agreement / TOP – recurring for 2 years
Hot leads – recurring every 2 months till the date of when to do
Network – recurring every 2 months till converted
Referral – recurring every 1 month
Date Events Deals Name 22 / 10 / 2015 Sign Agreement S1 Indra 15 / 11 / 2015 TOP P2 WJJ 25 / 12 / 2015 X’mas Everyone 15 / 2 / 2016 CNY Everyone 4 / 3/ 2016 Birthday S3 WJJ 9 / 8 / 2016 National Day Everyone 1 / 10 / 2016 Sign Agreement
(1st year) L3 Zack
22 / 10 / 2016 Sign Agreement (1st year)
S1 Indra
22 / 10 / 2016 Sign Agreement (2nd year)
S1 Indra
15 / 11 / 2016 TOP P2 WJJ
SEND SMS SEND EMAIL
SEND GREETINGS
Templates / Greetings
Send SMS
Hello Hello XXX (auto filled in), how are you doing? –Name Agent, Agency
Hello Good day XXX, hope you are doing fine! Any updates from your side? –Name Agent, Agency
Hello Long time never heard from you, XXX! What are you busy with now? –Name Agent, Agency
Hello Customise ….. then store as template
Follow Up Hi xxx (direct or cobroke), may I know get your buyer’s feedback regarding my property? –Name Agent, Agency
Follow Up Hi xxx, how do you find my property? Would you like to have 2nd viewing soon? -–Name Agent, Agency
Follow Up Customise ….. then store as template
Updates Hi XXX. Just to update you with some progress: xxxxxxxxxxxxx –Name Agent, Agency
Reminder Just a friendly reminder that today we are having viewings together. –Name Agent, Agency
Reminder Hi XXX, just to remind you that today you will be viewing my property with your buyer. –Name Agent, Agency
Congratulate Congratulations in getting your 1st home! Do remember to invite me to your house warming! –Name Agent, Agency
Congratulate Congratulation in finding an ideal house. Hope your stay with landlord will be a pleasant one. –Name Agent, Agency
Festive Happy New Year! Hope you and your family will be enjoying an abundance of joy and wealth! –Name Agent, Agency
Festive Merry Xmas! Enjoy white Christmas! Wish you all the best in coming new year! –Name Agent, Agency
Send Email – auto direct to gmail / whatever email provider they using, self write email content
Send Greetings – whatsapp / email
………….. many more
Contact Book
Add Contacts Details
Name Number Email Address Status Deals Indra 1234567 [email protected] My Buyer B1 (hyperlink) WJJ 1234567 [email protected] My Seller S3 ABC 1234567 [email protected] My Tenant T5 My Project Lead P7 My Hot Lead H2 My Landlord L5
Cobroke B2
Direct Landlord T5
Direct Buyer S9
Direct Tenant L3
Direct Seller B2
My Network N2
SEND SMS SEND EMAIL
SEND GREETINGS