Top 4 Real Estate Transaction Management Software

Elise Williams

2024-04-18 14:00:40 • Filed to: Software for Business • Proven solutions

Pipedrive is a standalone real estate transaction management software with an emphasis on simplicity, visual design and ease-of-use. Pipedrive aims to give managers a clear overview of the company's performance by simplifying the process for salespeople to focus on the right deals at the right times.

4 Best Real Estate Transaction Management Software

1. Pipedrive

Helping organizations gain control over their DMS is what LogicalDoc does best. You can access the software via any web browser. And that is one of the main differences between LogicalDoc and any other open source document management software. Unlike others cloud-based systems, LogicalDoc is accessed through your own network. You can use the software to create, and coordinate any number of documents and increase collaboration and productivity of your team.

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Pipedrive's mobile application makes it a good fit for small and mid-sized businesses in nearly any industry. Pipedrive supports integration with Google Apps in addition to extensive customization options, goal setting and reporting.

This real estate transaction management software also provides simple data migration to other common CRM systems—making it easy to get started, or to move to a different system in future.

Anyhow, Pipedrive does not have Outlook integration as yet. Search functionality of Pipedrive sometimes need to refresh the page several times to see the changes. Other than this, the real estate transaction software can take away your stress in no time.

2. PlanPlus Online

Another open source document management system, Alfresco is designed mostly for enterprises. The software provides enterprises with document management, web content management, image management, content repository, workflow, records management, and much more. It is a complex piece of software, and while the company does put effort in making it easy to deploy, there is a steep learning curve.

Created originally for gurus in real estate, insurance and finance, PlanPlus Online helps organizations manage both time and customers. The system features an all-in-one solution for project management, customer relationship management and support, sales automation, email marketing, website integration and more, all accessible from the Web.

Using this real estate transaction coordinator software, businesses can reduce the number of leads lost on transition from phone to database, as well as reducing time-consuming double entry and changing response time.

PlanPlus Online can help organizations create and maintain a cohesive image and tone. Sales reps can spend more time gathering new business and less time sending redundant information with automated messaging. Though, PlanPlus Online is supposed to be not very helpful if you are on a Mac OS or on mobile apps.

3. NetSuite

NetSuite, a real estate transaction management software, boasts thousands of customers globally, serving industries such as wholesale distribution, media/publishing, manufacturing, and retail. Its emphasis on front-and-back office integration.

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NetSuite CRM+ offers customer data management, sales force automation, e-commerce, customer data management, marketing analytics, partner relationship management, marketing analytics and more. The functionality of the software for the mobile device is enhanced by the NetSuite for iPhone application.

NetSuite also features an app development platform known as the NetSuite Business Operating Platform that gives tools and resources for developers to plan, build and deploy industry-specific customizations and applications.

4. SAP Hybris

SAP Hybris is an omni-channel commerce platform, allowing products designed to facilitate enterprise companies target, involve, and support their customer base.

SAP Hybris connect with their customers by combining multiple touch-points for businesses, whether it be online, social media, mobile, or print. Marketing applications allows targeting the customer experience across channels by allowing them gather the real-time insights into customer trends. SAP Hybris Service facilitates in managing client self-service, contact centers, and field service tracking.

Multi-site and currency options in this real estate transaction management software make it best for global companies. It delivers a suite of applications that can be utilized to deal with the entire client lifecycle, from marketing and sales, to support and service.