Introducing
The Site Map
Completely unique to pdCRM, the Site Map is powerful and useful tool for all sales staff to view and manage the sale of your developments. It’s your site map, plotted, and it gives a complete overview of the sales position on the development
Lead Demographic Map View
pdCRM’s Lead Demographic Map View allows you to filter contacts and see where those filtered contacts are geographically located on the map. Switch effortlessly between table view and map view
Leads + contacts
Get leads automatically + instantly
Automatically syndicate your leads from the portals, your website and any development microsites into pdCRM instantly. Follow up with prospective buyers while they are hot.
Lead tracking
Track lead sales journeys prior to registration. Track interest geographically and nationally via postcode
Simple lead entry
Easily connect in lead registration forms. Automate responses to lead registration. Automate distribution of leads to your team
Connect web + portals
Integrate with Zoopla, Rightmove, and other property portals. Connect your socials including Twitter and Facebook
Integrate with Yourkeys
Connect pdCRM with Yourkeys to sync + manage marketing, leads, reservations and sales progression
Assets + records
Leads, Plots + Sales together and in-sync
Add new leads easily and quickly. Assign your leads to plots or developments for pitch-perfect marketing. Relate leads, plots and their kin to ensure streamlined communication between leads and their partners. Filter and search through your leads
Sales Progression
Visual Sales Progression
Instant Overview
Understand the state of business with a single glance, address bottlenecks and progress sales quicker
Size + Colour
In pdCRM, size matters. With Visual Sales Development, every plot's size is relative to the value
1-click away
Hover over for a quick overview or with a single click you can get every detail about your opportunity
Multi Development
Support your entire team from one system with multiple developments. Keep your sites separate but your team together
Communication
Built-in email + SMS campaigns
Integrated Email and SMS tools for both Marketing and Sales. Segment your audience quickly and easily. Create powerful drip-feed nurture campaigns. No need for separate and disconnected CRM and Email systems
Create, Send, + Review
Design and send Direct Email, Rich-HTML Email and SMS Text Messages via the Campaign Wizard. Import a design from your creative agency or build your own with a simplified drag & drop design tool. Review Campaign success via the Send Insights
Support
Safe + secure migration. Training as standard. Support always on-hand
Experienced Migration Team
pdCRM's expert migration team has experience swiftly and safely migrating data and teams from legacy CRM systems
Online Knowledge Base
Find almost all your answers on our self-serve knowledgebase. Clear and concise Articles, Videos and Tutorials will guide you through almost all your queries
Talk to Support
Our expert Support and Customer Success team are on-hand Monday-Saturday from 9am until 5pm to assist you with any questions or issues
Customer Success
Every client has a dedicated Customer Success Manager who will be your point of contact arrange all training with your team to ensure everyone is set up and confident
GDPR Compliance + Security
Data compliant & confident
Baked-in GDPR Compliance
Ensure GDPR compliance with pdCRM's built-in tools. Maintain a single source of truth and up-to-date record of your customer data
Secure + Encrypted
pdCRM uses the highest standard security to keep your data as secure as possible, with Two Factor Authentication (2FA) as standard