As a Real Estate Developer or a Property Management Company, reporting is crucial in monitoring performance. Be it property performance, agent activity, or financial health, managers are flooded with tons of data. Property-xRM leverages Microsoft Dynamics 365’s reporting engine and native Power BI capabilities to turn real estate data into actionable insights.
Bring CRM and Property Management reporting on to a single platform. Track financial performance, occupancy rates, and maintenance needs to make strategic choices that optimize operations, and maximize ROIs.
With our asset management system metrics like rental income, expenses, vacancy rates, and tenant satisfaction help in identifying areas of improvement by addressing operational inefficiencies and optimizing overall performance.
Allow users to create and customize their own dashboards without any dependency to monitor key performance metrics. Property-xRM’s asset management system facilitates users can pick and choose relevant data fields, apply filters, choose visualization types, and arrange layouts to meet specific reporting needs.
Access Property-xRM reports and dashboards on mobile devices by using real estate reporting software. Gain access to insights anytime, anywhere, providing flexibility and mobility in data analysis. Empower users with portable access to make informed decisions on the go, improving productivity and responsiveness.
Share reports and dashboards in Property-xRM’s real estate reporting software with colleagues, enabling smarter collaboration on property data analysis, tenant financials, or contract management. Native connectivity with Microsoft Outlook and Teams allows faster communication, improving efficiency.
Monitor agent-wise performance against set KPIs with ease. Track leads, opportunities, and conversions, with drilled down capabilities across properties and units leased or sold. Stay on top of maintenance activities with clear insights into work orders, and technician productivity.
A powerful BI platform for quicker impact
Earlier, our managers used to call around here and there to find out what happened, which transactions are stuck and to understand the work status. With Property-xRM and PowerBI, they are just a click away. Our management is very impressed with the new reporting.