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This CRM Review examines planetRE.
In-Depth CRM Review
TrSoft Technologies Pvt Ltd
2530 Berryessa Road
San Jose, CA 95132-2903
CRM Category: Field Sales Support – Cloud
Vertical Solution: 53121 – Real Estate Agents and Brokers
Seats: Small/Medium Business
About the Company:
planetRE based in Silicon Valley, CA was started by a group of seasoned entrepreneurs in high tech. Our principals came from diverse backgrounds like electronic chip design automation, real estate, and large scale network security; but share the passion to add new innovations to the large real estate industry worldwide.
planetRE delivered one of the most powerful SaaS platforms (software as a service) in 2002; which was truly first of its kind in real estate. With our secure multi tenant architecture it was most likely the first in the software industry worldwide. We were the first company to deploy a working, scalable Transaction Management platform to residential real estate. Over the years, many have tried to copy what we have done in feature sets, but with limited success.
Our technology is “clean room” and all innovations are home grown. We were first to deploy electronic signatures in real estate transactions in 2003; first company to launch RSA ® two factor authentication tokens for real estate transactions; first to deploy a fully integrated financial management platform; first to deploy a Web 2.0/Ajax technology in 2006 and the list goes on and on.
We introduced Real Estate Brokerage VirtualizationTM to the market, connecting all pieces of real estate brokerage functions like websites, consumer search portal, MashupsTM, mobile platforms, apps, CRM, lead management, transaction management, and financial management in one seamless platform working with major MLSs in the nation.
Above all, we are a customer centric company and the proof comes from thousands of users in all 50 states who enjoy our high quality of support, responsiveness, and problem solving with intentionality and delight. We have an exciting roadmap of new products and innovative services coming your way. One of them is our recently announced planetRE Remote HandsTM; that offers low cost business process outsourcing services for doc upload and file management. Proven over past 4 years with large and smaller companies, it allows you as an enterprise to lower your fixed costs of operation significantly which is needed in this tough economy.
We encourage you to join our growing customer list nationwide and see the kind of competitive advantages we can offer you in your marketplace.
About the Product:
Real estate transactions have a complex life cycle starting with consumers as a real estate lead, then converting to a customer on listing side or buyer side or both. Each of these has its own business process to convert to actual sales, manage the real estate transaction, and then disburse the payment efficiently. These real estate leads after closing finally go in to Vault and then resurface some day to be a real estate lead again in this life cycle.
Brokers and agents need a tightly integrated system with Single Sign ON and NO double entry to handle real estate marketing, real estate transactions, and real estate financials; that manages these processes from start to finish and back as real estate leads again. Using advanced software engineering and strong architecture underneath, planetRE offers the entire life cycle for a broker from Consumer Search (Socialite Websites, RealFace) to capturing real estate leads (Socialite CRM) to Transaction Management (Compliance) and finally to Money (real estate Financial Management) to world class General Ledger Accounting (Quickbooks or Microsoft Dynamics) – ALL as cloud real estate with Single Sign ON and multiple MLS integration.
planetRE Vault offers a rich resource for data mining for brokerages and we provide tools with our custom reporting and business analytics, using a variety of OLAP and data warehousing. Real Estate Franchisors can also use our tools for CRM and Franchise Management System in the cloud. No other vendor in real estate can offer you the depth and breadth of our tools! Some try to call themselves Enterprise platforms but are essentially PC platforms pretending to run on the web with terminal servers. They cannot scale or be flexible to the rules you have to manage your offices.
Socialite offers state-of-the-art content management and websites combined with one of the most powerful search technology on the market. It offers simple to complex map search with polygon and income based searches, snazzy neighborhood mashups for the consumers, market reports, state listing alert, listing syndication, and scores of other consumer lead capture features.
Mobile Agent is an extension of planetRE functions in to mobile space for iOS, Android, and Blackberry phones for websites, transaction management, CRM, etc.
Many real estate companies today are stuck using old clunky PC Financial Management software. They are camouflaged with remote desktop wrapper to look like a web solution. These systems are out of date, hard to use, use flat databases with dumb reports that cannot scale as you grow. They have limited scope on commission and fees modeling; no reporting or analytics for intelligent operation management and decision making.
Real estate transactions have diverse complexity in different states. Hence transaction management for real estate software needs to be able to handle simple to complex business processes and documents that connect all parties including agent, broker, consumer and vendors. planetRE Compliance™ delivered on the cloud has handled over a million real estate transactions on the internet since 2002. This transaction management software connects seamlessly to the Money real estate Financial Management and integrates with many large MLSs.
For complete pricing details, please contact the company directly.
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of planetRE:
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