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ClienTrac 1.5
FB2’s ClienTrac, presently in version 1.5, is a
tenant relationship management (TRM) platform that helps property managers,
brokers and owners deliver superior customer experiences, while also giving them
the tools and insight to run their businesses more productively, efficiently,
and profitably.
ClienTrac is designed specifically to save these customers
quantifiable costs in terms of saved man-hours, unnecessary staff bloat, costly
and unsafe document storage, faster and more confident sales process and a
reduction in costly collections and legal costs.
ClienTrac delivers a rich feature set designed specifically with real estate
sales workflow and lease management functionality as its out of the box goal.
That means real estate organizations can implement ClienTrac quickly with a much
lower total cost of ownership than standard CRM packages. Operated in its hosted
version, ClienTrac can be implemented in a matter days with no hardware or
software installations necessary at client sites.
ClienTrac’s complete TRM solution provides important
front-office features:
- Sales:
Contact, track and screen potential tenants, with the ability to store
critical tenant data, including online credit and legal checks
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Inventory: Identify the availability of properties and match
these to tenant requirements with detailed features of each property
- Service:
Improve your initial tenant experience with in-depth information on previous
tenants’ payment and occupancy histories.
- Lease
Management: Track tenant data through the sales process to
generate full lease packages, including applications, multiple lease
documents and riders all customized for your organization.
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Analytics: Generate numerous canned or custom reports, including
ongoing vacancy, traffic, marketing sources, and sales staff performance
among others.
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Integration: Send and receive information between your
front-office application (ClienTrac) and your back-end applications (your
real estate accounting system, including BJM, MRI, Timberline and more).
Automatically move clients from prospect status to tenant status, track
lease start and end dates and more.
- Mobile
TRM: Allow sales staff to track appointments via Microsoft
Outlook and compatible PDAs.
ClienTrac is smart software aimed specifically at real
estate management. ClienTrac facilitates the application and verification
process via:
- Online forms management
- Near-complete reduction of
paper processing
- The ability to initiate
credit reviews and automatically apply that data to the lease management
process
ClienTrac’s special bonus is its ability to
easily integrate with the major property management accounting packages. This
electronic exchange of information allows for complete 'electronification' of
the customer's lease process and documentation. This includes not only the lease
process moving forward, but scanning and OCR processing of the customer's lease
history if desired.
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