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Unlatch CRM and Webmecanik Automation Synchronization
2 min read

Unlatch CRM and Webmecanik Automation Synchronization

Whether you are a real estate developer or marketer, proper contact management is a priority to ensure good opportunities. To accelerate your sales and improve the customer experience, Unlatch offers you the right solutions. 

Likewise, a marketing automation solution has its rightful place in your sales and marketing strategy. 

When purchasing real estate, whether off-plan (VEFA) or existing property, the customer or prospect needs support. Careful and personalized communication is often the key to a successful sale. By combining Unlatch’s specialized solutions with the marketing automation expertise of Webmecanik Automation, you ensure a top-notch customer experience! 

Unlatch supports you through every stage of the real estate sales process. From customer relationship management to sales follow-up, including referrer and buyer spaces, while digitalizing the sale, everything is possible with this software. 

Webmecanik Automation is a marketing automation software equipped with many features. It allows you to track contact behavior, store information, and above all communicate in a personalized way through several channels.

By combining these tools, you maximize each one’s possibilities to turn them into a true Swiss Army knife!  

How Unlatch & Webmecanik Automation synchronization works

 

Synchronizing these two solutions makes it possible to exchange leads and contacts (and their information). So when a contact is created in one of the software tools, it can be reflected in the second one. It is also possible to associate the contact with a property in order, for example, to communicate with them precisely. Concretely, if one of your prospects becomes an investor, you will be notified in your Unlatch space. In the same way, a prospect is looking for housing in a defined area. They regularly check new listings on your website and fill out a contact form. An alert is automatically sent to the sales team so they can contact them at the right time. 

The extra benefit of the integration between Unlatch and Webmecanik Automation: technology serving real estate

Specialized in contract automation, Unlatch guarantees, in addition to technological expertise, a very important legal dimension in the real estate sector. By digitalizing signatures, you improve the customer experience without diminishing the value of the deed. By linking marketing automation, you improve communication by personalizing messages and channels for each contact. 

 

Download the summary table of the fields taken into account in this synchronization and all its features.

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