Deals

Deals – the new control center of onOffice enterprise

Deals will be the new control center of onOffice enterprise. Here, property acquisition and marketing are intelligently linked and you can map the entire sales process of a property in your company. So you always have an overview of your business.

The Deals module is organized in so-called pipelines in which you can map different use cases. Depending on your needs, you can, for example, create different pipelines for the sale and rental of properties, but also for different teams or departments.

In each pipeline, you can define phases that reflect the different stages of your sales process that a deal goes through from initial contact to contract closure.

There are currently two different types of pipelines: Owner pipelines with owner deals and Prospect pipelines with prospect deals.

In an owner deal , you map the communication with the owner, the preparation of marketing and all other activities that you have to carry out exactly once per property during the sales process. An owner deal is therefore linked to a property.

In a prospect deal , you map the communication with the prospect, the qualification of the prospect and all other activities that you have to carry out separately for each prospect during the sales process. A prospect deal is therefore linked to a property and a contact, the prospect.

• Quality: With the help of checklists (incl. mandatory tasks) in the individual phases, you ensure that no important step in the process is skipped.
• Efficiency: Monitoring processing times helps to identify delays immediately and proactively drive processing forward as required.