Monday CRM for Real Estate • Axxun • Monday.com Partner

Monday for real estate management and facility management

Real estate agencies and facility management companies love Monday CRM because the software allows them to manage the entire customer cycle, property management (sales, rentals, PPE, etc.) and project management.

Complete CRM
Multi-channel
Prospecting and sales
Client and contract management
Knowledge base
Databases
AI and automations

Reporting and dashboards with Monday CRM

Why choose Monday CRM as a company in real estate and facility management?

As real estate agencies, PPE or real estate portfolio management, facility management companies, you have to manage numerous contacts (clients, owners, tenants, etc.), deadlines, sales stages, requests, maintenance schedules, etc.

You generally have to use several different software programs to cover different needs: a CRM for contact and sales tracking, another - often Excel - for task and project management, a third for tracking managed properties (rentals, real estate portfolio, facility management contracts), etc.

Forgetting a deadline, calling a prospect too late, or focusing effort on the wrong priorities can cost the company money and business.

Monday CRM offers companies active in real estate and facility management a powerful and completely customizable tool. Different companies or different teams have different needs: Monday CRM adapts in a few clicks to be the software that is right for you. It is an indispensable tool for gaining efficiency, productivity, and quality of service.

But above all, Monday CRM is MUCH more than a CRM. Unlike all CRMs on the market, Monday integrates task and project management functionalities. You manage all after-sales needs and processes, property management, in the same place, and integrate your support teams (admin, finance, project tracking, etc.)

Monday CRM provides easy management of your contacts, whether they are clients, tenants, or prospects. As Monday CRM is fully customizable, you can create databases for your properties, management contracts, sales, etc., and link them to the right people in your address book.

From prospecting to managing your portfolio of properties and contracts, Monday will allow you to automate time-consuming tasks and processes in just a few clicks!

With email templates, merge fields, and mass emailing, you can communicate in a targeted way and in just a few clicks.

Define sequences to simplify the work of your sales representatives and account managers. A sequence is a succession of automated or non-automated steps that you determine to ensure flawless follow-up of a prospect, a client, or a property.

Monday facilitates communication and collaboration between teams. Tasks, comments, exchanges, and documents are centralized and accessible by all teams (sales, administration, finance, after-sales service, etc.).

You benefit from a single platform to cover your CRM needs AND all events that follow a sale or a contract such as after-sales service cases, tasks and project management for the delivery of the contract or order, tracking of administrative and financial tasks.

Monday CRM allows you to automate tasks such as assigning the right representative, setting reminder dates, automatically sending emails when certain events occur, sending notifications and reminders to avoid oversights and delays.

You free teams from this mental burden, thus freeing up their time for higher value-added tasks.

Advantage: Time saving, reduction of human errors, and focus on strategic tasks.

Monday allows you to track in real-time the objectives and performance indicators of your teams and contracts (number of sales processed, average request processing time, customer satisfaction, etc.) and identify areas for improvement.

You gain better visibility into activity, make decisions based on concrete data, and achieve continuous improvement.

Monday CRM brings what CRM software lacks: the full dimension of Monday Work Management. Task, project, and process management. You go far beyond CRM and cover all your needs with a single software: real estate portfolio, contracts, small and large projects, etc.

Monday CRM fully integrates with your existing software. For example, Monday and Outlook communicate to allow you to display all activity (emails sent and received, phone calls, appointments, etc.) around each contact, client, and contract within Monday.

Monday is highly customizable and adapts to the specific needs of each company and team. You can create custom dashboards, workflows, and automations.

Monday CRM is a scalable solution, capable of adapting to the specificities of your activity, and aligned with your existing processes.

Monday CRM is, of course, completely compatible and interoperable with other products in the Monday family.

Monday AI

Discover how AI can transform your work methods.

Everything you need to move your work forward

Features designed to create efficient work processes that meet your needs for sales and tracking your client and contract portfolio.

Visualize as you wish

Choose how you visualize tasks and projects according to your work processes.

Make better decisions

Make more informed decisions with real-time dashboards.

A flexible platform

With no-code building blocks, create any workflow.

Go faster

Use AI and choose from over 200 automation recipes to make your work more efficient.

One tool,
from the big picture to the minute details

From setting goals to navigating projects, processes, and daily tasks, Monday work management offers an organized and collaborative way to work — simply.

Create a unified workspace by integrating over 50 tools you already use.

Our services

Axxun is the Monday specialist and partner in Switzerland. As experts, we help you master Monday and adapt it to your business. Benefit from our experience to transform the way you do things.