Shaping the Future of Real Estate and PropTech with Intelligent IT Solutions
We help real estate and PropTech businesses streamline operations, enhance customer engagement, and drive profitability using Microsoft Dynamics 365 ERP & CE and managed services. From end-to-end real estate operations, financial automation, and project management to AI-powered insights, tenant engagement along with regulatory compliance, our solution offerings enable seamless workflows, smarter decision-making, and a future-ready real estate ecosystem.
Microsoft Dynamics 365 for ERP
01.
Optimized Financial & Operations Management for Real Estate
Business Scenario
Real estate companies often face challenges managing multiple properties, fragmented financial data, and inefficient operational workflows across leasing, sales, and maintenance functions. Manual processes and disconnected systems hinder visibility into cash flow, asset performance, and tenant management, leading to delays in decision-making and increased operational costs.
Microsoft Dynamics 365 Finance and Operations offers an integrated platform tailored for real estate firms to streamline financial planning, automate lease and asset management, and ensure regulatory compliance. It centralizes financial data, enhances forecasting accuracy, and provides real-time insights into property performance. With workflow automation, customizable reporting, and seamless integration across departments, real estate businesses gain agility, improve profitability, and drive smarter, data-driven decisions across their portfolio.
Dynamics 365
Modules Used
Dynamics 365 Finance – Manages accounts, budgets, and expenses.
Dynamics 365 Supply Chain Management – Tracks real estate assets.
Dynamics 365 Customer Service – Manages tenant queries and concerns.
Power BI – Provides real-time operational insights.
Power Automate – Streamlines payment processing and invoicing.
Performance Improvements &
Business Benefits
Faster decision-making with real-time data access.
30% reduction in financial errors with automation.
Faster tax compliance and reporting, with improved cash flow management.
Seamless coordination between property managers, finance teams, and tenants.
Optimize Portfolios. Deliver Projects. Maximize RO
Real-Time Project Insights with Dynamics 365
02.
Project & Portfolio Management for Developers and Investors
Business Scenario
Real estate developers and investors often struggle with managing multiple projects across different locations, facing challenges in tracking progress, budgets, timelines, and resource allocation. Disparate systems and manual reporting lead to delays, cost overruns, and poor visibility into project performance and ROI.
Microsoft Dynamics 365 offers a centralized Project & Portfolio Management solution that enables developers and investors to efficiently plan, execute, and monitor real estate projects. With real-time dashboards, automated workflows, and integrated financial and resource management tools, stakeholders gain comprehensive visibility into each project’s lifecycle. This empowers data-driven decisions, improves collaboration, enhances budget control, and ensures timely delivery—ultimately maximizing returns and reducing operational risk.
Dynamics 365
Modules Used
Dynamics 365 Project Operations – Manages project lifecycles.
Dynamics 365 Finance – Tracks real estate investments.
Power BI Analytics – Provides investment and ROI insights.
Performance Improvements &
Business Benefits
40% faster project execution with streamlined workflows.
Better risk management with real-time project tracking.
Higher ROI by optimizing resource allocation.
Capture, Nurture, Close
All in One Real Estate CRM Solution
Microsoft Dynamics 365 for Customer Engagement
01.
Lead & Opportunity Management for Real Estate Firm
Business Scenario
A growing real estate firm faced challenges managing leads from multiple sources—website inquiries, property portals, and walk-ins. Disorganized tracking resulted in missed follow-ups, delayed responses, and poor lead-to-sale conversion rates. Sales teams lacked visibility into lead status, and management couldn’t access real-time insights to optimize performance.
Implementing Microsoft Dynamics 365 streamlined lead capture, qualification, and opportunity tracking. Leads were automatically routed based on criteria like location and budget, ensuring timely engagement. Custom workflows enabled consistent follow-ups, while integrated dashboards offered real-time visibility into the sales pipeline. The result was improved collaboration, faster response times, and increased conversion rates—empowering the firm to deliver personalized service and close more deals efficiently.
Dynamics 365 CE
Modules Used
Dynamics 365 Sales – Manages the full lead-to-deal lifecycle.
AI-Powered Lead Scoring – Prioritizes the most promising leads.
Power Automate – Automates follow-up emails and notifications.
Performance Improvements &
Business Benefits
25% increase in deal closure rates with AI-driven lead prioritization.
Improved sales team productivity with automated workflows.
Higher ROI on marketing campaigns by focusing on quality leads.
Data-Driven Campaigns
Boost Sales and Promotions with Dynamics 365
02.
Marketing Automation for Real Estate Sales & Promotions
Business Scenario
Real estate companies often struggle with managing multiple property listings, nurturing leads, and running timely, personalized marketing campaigns. Sales and marketing teams operate in silos, resulting in missed opportunities, inconsistent follow-ups, and lack of campaign performance insights. Manual processes hinder lead scoring, segmentation, and ROI tracking, reducing overall marketing effectiveness.
Microsoft Dynamics 365 Marketing automates and streamlines real estate sales and promotional campaigns. It enables targeted email marketing, lead nurturing, and event management, all integrated with Dynamics 365 Sales. With AI-driven insights, dynamic segmentation, and real-time lead scoring, agents can deliver personalized content and track engagement. This unified platform boosts campaign efficiency, accelerates conversion rates, and improves collaboration across marketing and sales teams.
Dynamics 365 CE
Modules Used
Dynamics 365 Marketing – Automates email and SMS marketing campaigns.
Customer Insights & AI Analytics – Segments audiences for targeted campaigns.
Power Automate – Streamlines campaign follow-ups and lead nurturing.
Performance Improvements &
Business Benefits
35% increase in marketing ROI through targeted campaigns.
Higher engagement rates with AI-driven personalization.
Reduction in marketing costs by automating lead nurturing.
One View, Total Clarity:
Smarter Engagement with Dynamics 365
03.
360° Customer View for Real Estate & PropTech
Business Scenario
Real estate and PropTech companies often struggle with fragmented customer data spread across multiple systems—sales, leasing, property management, marketing, and customer service. This siloed information leads to a lack of unified insights, inefficient customer engagement, delayed response times, and missed opportunities for personalization and upselling.
Microsoft Dynamics 365 enables a 360° customer view by integrating data across departments into a centralized platform. With real-time dashboards, AI-driven insights, and automated workflows, teams can access complete customer profiles, track interactions, and deliver personalized experiences. This unified approach enhances decision-making, improves tenant satisfaction, accelerates sales cycles, and supports targeted marketing strategies—empowering real estate and PropTech businesses to operate smarter and grow faster.
Dynamics 365 CE
Modules Used
Dynamics 365 Customer Insights – Provides a unified view of customer interactions.
Dynamics 365 Sales – Tracks customer inquiries and property interest.
Power BI & AI Insights – Generates customer behaviour analytics.
Performance Improvements &
Business Benefits
Increased faster response time to customer queries.
Increase in sales conversions with better customer profiling.
Higher customer satisfaction due to personalized interactions.
Achieving Value Together
in Real Estate and Prop Tech
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