Client Acquisition

Automated planning of sales activities and processes for inquiries and orders are ideal tools for increasing the number of potential clients. SEVERSO is equipped with the latest marketing-enhancing solutions. Mass mailing based on system-level data segmentation always reaches the right target group.

Document Management

The document generator function helps minimize the paperwork related to signing contracts. This feature uses electronic templates of documents such as forms, offers, or invoices, eliminating the need to create new templates each time they are required. Storing documentation in a single system is a major advantage, as it reduces the time needed to find a specific file and provides immediate access. SEVERSO’s system integration also allows for generated documents to be shared with other systems.

Scheduling and Deadlines

Setting a work schedule using an interactive task journal improves work efficiency. The notification system ensures that no scheduled event—such as a meeting with a client—is overlooked. For payments, the debt collection module sends reminders about upcoming due dates. Another useful feature is the group calendar, which provides an overview of the entire team’s workload. With the task delegator, tasks can be assigned and their completion tracked.

Sales Management

An extremely valuable feature for real estate offices is the sales funnel, which enables control over the bidding process. Monitoring ongoing projects shows the current stage of sales activities. Another useful tool is the reporting system, which allows analysis of, among other things, the flow of potential clients through to the closing stage of the sale.