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Turn quality leads into loyal customers

Eque2’s House building Sales module ensures processes are customer-led, improving customer service, marketing and reporting and the quality of lead generation and management.

The module provides an insight into how the sales team interacts with customers and manages new and existing leads. This added visibility boosts efficiencies across your business, as you’re able to monitor and analyse every step of the customer journey.

Engagement

Critical to a successful legal completion is good-quality, early, GDPR-compliant engagement with customers. With the Sales module, targeted or bulk email and text campaigns are easily run to generate leads, and enquiries are then tracked and managed centrally.

Enquiry

Our House building sales module offers customer relationship management designed with housebuilders in mind, which is why it allows your sales team to track every action on every lead from a single point, allowing you to maximise conversion rates.

Reservation

Give your customers a unique insight into the sales process by letting them reserve their own plots and allowing them to track the project up to development stage.

Exchange

Record every detail of every exchange using document management and useful workflows, so you have all the data you need for past and future leads at your fingertips.

Completion

The Sales module makes the final stage of the process easy. It manages the legal completion money, emails the financial statement to the solicitor and allows the values calculated in sales to be passed across to the finance department for reconciliation with the solicitor’s final payment.

Bloor use sales module
for improved efficiencies

Our primary use of the Sales module is as our main lead management tool for which it is very effective. Not only has it provided us with a greater awareness of activities of our sales teams with customers, but we have gained efficiencies and confidence in the accuracy of the data we have within the system.

Bloor Homes

Benefits to your commercial team from top to bottom

For the sales negotiator...

It’s simpler than ever to access screens which allow for rapid capture of customer details and easy reservation

For the sales administrator…

It’s possible to take control of the entire sales process with deep sales order processing

For the sales manager…

You can gain full visibility of site activity and analyse problem areas with simple overview screens

For the sales director/MD…

Fully enriched standard reports provide in-depth analytics on every aspect of the project, allowing build and sales data to be displayed together on one simple interface

Better customer service, more targeted marketing and more accurate reporting; it’s all possible with the Sales module, part of Eque2’s Housebuilding software.

You may also be interested in other Eque2 solutions

Construction accounting / ERP, contract costing and commercial management software for Sage Accounts and Microsoft Dynamics 365 Business Central for companies from start up to enterprise.

Construction estimating software for main contractors, sub contractors and professional freelance quantity surveyors. Available standalone or integrated into Eque2 ERP solutions.

Maintenance & field service management software designed for contractors of all sizes either in the reactive building and property maintenance sector or those with a maintenance arm to their contracting business.

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