Our CRM

Streamlined support through every step of your investment

Track progress, stay informed, and enjoy a seamless investment experience.

A smoother investment experience

Our Customer Relationship Management (CRM) system is our real advantage at My Property Strategy and has been customised in-house. It captures the entire lifecycle of a real estate customer purchase and offers many benefits to our customers for a much smoother, organised purchase experience. Here are some key benefits:

Key Benefits

Features and process to simplify your property investment journey.

Improved Insights

  • 360-Degree View of Customer Data: By tracking each stage of the customer journey (from inquiry to practical completion), our CRM provides comprehensive insights into customer purchase lifecycle timelines and flags late or delayed milestones making project support more efficient and diligent.

Enhanced Communication & Follow-ups

  • Automated Notifications: Automated reminders and follow-up emails to all stakeholders, including builders, conveyancers, property managers and mortgage brokers so that no customer is overlooked during the buying and build  process, improving responsiveness.
  • Consistent Communication: We maintain a consistent line of communication throughout the purchase lifecycle, from initial inquiries to post-sale check-ins and post tenancy certification.

 Improved Customer Satisfaction

  • Personalized Experience: By using CRM data, agents can provide a highly personalized experience, offering property options that align with the your specific preferences, lifestyle, and budget.
  • Post-Sale Relationship: A CRM allows us to maintain post-sale contact, offering support with the tenancy process,and future property investments, which strengthens our relationship with customers and improves their portfolio performance.

Privacy

  • Our CRM is GDPR (General Data Protection Regulation) compliant in line with best practice privacy law.