Robust Real Estate Workflow Management
CRES workflow management allows you to streamline your business processes so that your organization becomes more productive.
Real Estate Workflow Management – Selecting the right tool
In the Real Estate industry, selecting the right business process automation tool is critical. Join our expert panel, as we discuss the features of an ideal Real Estate Workflow Management Tool.
Business Process Management
According to Project Management Institute, Planning is a critical management function, and CRES provides essential support for this process. With CRES, businesses can easily define their workflow and its steps, resulting in a reusable workplan that can be used to create tasks and documents for any business process. This approach streamlines the planning process, enabling businesses to execute projects with greater efficiency and accuracy.
Seamless Integration
No matter which PMS system you use – MRI, Yardi, VTS, or RealPage – we’ve got you covered. That’s because our state of the art Data Integration Service requires no interface. CRES has tons of available connectors, therefore it can seamlessly integrate your business processes across your systems.
Google Drive
FTP
SMTP
Dynamics 365
Salesforce
Power Automate
Slack
Box
OneDrive
Microsoft Forms
Microsoft Planner
Microsoft Teams
Common Database
SQL Server
Microsoft Todo
Power BI
Office365 User
Yammer
Approvals
Azure Application
Power Apps
Adobe Sign
DocuSign
Azure Data Lake
Office365 Group
Bing Maps
File System
Notifications
Project Online
Azure AD
Office365 Outlook
SharePoint
Microsoft To-Do
Mobile Workflow Management
CRES enables users to track and manage workflows on-the-go, providing executives with the ability to review and approve workflows using their mobile devices. With just a click of a button, executives can stay up-to-date with the status of their workflows, ensuring that projects are progressing according to plan.
Robotic Process Automation (RPA)
Real Estate Workflow Management integrated with Robotic Process Automation (RPA) automates repetitive and mundane tasks such as data entry, document processing, and communication, freeing up employees to focus on more critical tasks. With RPA, real estate businesses can achieve greater efficiency, accuracy, and productivity, ultimately leading to improved business outcomes. By reducing manual input and minimizing the potential for human error, RPA helps ensure that real estate workflows run smoothly and accurately.
Full Life Cycle Document Management
CRES Workflow Management, integrated with CRES Document Management, manages the complete life cycle of documents, from creation to archiving. This streamlines the entire document management process, improving efficiency and ensuring compliance.
Collaboration with stakeholders is made easy, with automated approval processes and compliance checks, and documents are stored in secure, centralized repositories. Documents can be retained and archived according to legal and regulatory requirements.
Full Life Cycle Contract Management
CRES Workflow Management, integrated with CRES Contract Management, automates contract management life cycle, which can be configured based on your business processes with any degree of complexity. From initial contract creation to final execution, our solution ensures that all contracts are tracked, monitored, and managed efficiently, regardless of complexity.
Users have the ability to incorporate legal clauses and save them for future use. This powerful feature ensures that commonly used clauses are readily available and can be easily incorporated into new documents when needed. Users can collaborate with colleagues, external partners, or tenants with full life cycle contract management and signature routing.
Scheduled Workflows
Automation with CRES can be on demand or scheduled. With automated critical date management, you can reduce risks and remove possibility of missing due dates. So you can schedule workflows to trigger them on certain dates based on portfolio data. As a result you stay on top of property taxes, lease options, and loan critical dates.
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