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8/22/2024

3 minutes

Chessboard for developers

Автор статьи

Глеб Антоненко

Chessboard for Bitrix24 is a unique tool that combines all real estate sales management processes in one system. With its help, you can quickly select apartments, conduct transactions and generate documents, save time and minimize the likelihood of errors.

Our development already helps developers work more efficiently and conveniently. We will tell you how it works using the example of a real case of the company "Termodom". Our client is a large developer company, they are engaged in the sale of apartments in residential complexes. They used Bitrix24 as a CRM system, but the main work was done in 1C, using the classic chessboard for selecting apartments.

Initially, the company used a third-party service, but the desire to combine all processes in one system led to the decision to implement the chessboard directly in Bitrix24.

How does a chessboard work?

Prototyping and UI/UX Design in Figma

We have created a user-friendly and clear interface to make working with the system as comfortable as possible. During the design process, we took into account the client's wishes and the specifics of their work

Filters for quick selection

We added the ability to select a specific residential complex, building, entrance, floor area and other parameters. Now selecting apartments takes a few minutes. This is especially convenient when the client is in touch and you need to quickly offer several options.

Database on smart processes

Imported data from Excel, which allows you to fill the chessboard automatically. This database contains records of all objects, houses, floors and apartments and other important elements. No more manual input and errors.

The smart process fills in all parameters in the corresponding fields.

Chessboard tool and seamless integration with trades

Includes apartment and floor plans, allowing you to visually evaluate available options. This greatly simplifies the selection process and makes it more visual for customers.

Changing the stages of the transaction automatically updates the color and status of the apartments in the checkerboard and vice versa. Full synchronization of data simplifies the work of managers and eliminates the possibility of errors.

When a client is interested in buying an apartment, the manager clarifies the details and wishes. Using a chessboard, he sets the necessary parameters and selects suitable options.

If the apartment is available, the manager reserves it, and it changes color, disappearing from other managers' access. The manager then conducts the transaction, communicates with the client, sends commercial offers and other documents. As the transaction progresses, the stages in the checkerboard are automatically updated, reflecting the current status: Available, Reserved, and others.

 

Generation of commercial proposals and contracts

It is possible to quickly generate commercial proposals and send them to clients by e-mail, as well as create templates of contracts for the purchase of an apartment. This speeds up the process of concluding a deal and makes it more professional. Automation of document generation allows you to avoid errors and saves time on preparing papers.

 

Additional features

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It is possible to add integration with 1C so that payments are immediately recorded in the checkerboard, as well as managers' bonuses after the sale of the apartment. We are already working on this.

Why is it beneficial?

  • Unified management system: all processes, from apartment selection to deal conclusion, are now in one system. This simplifies the work and makes it more transparent. You can easily track all stages of the deal and control the work of managers.
  • Saving time: process automation allows managers to focus on communicating with clients rather than on routine tasks. This increases their productivity and job satisfaction. Quick access to the necessary information and automatic data updates significantly speed up work processes.
  • Convenience and simplicity: The intuitive interface and quick search capabilities make working with the system easy and enjoyable. Employees quickly master the new tool and use it to its full potential. The simplicity of the system reduces the time for training and adaptation.
  • Reducing errors: Automatic data import and synchronization of transaction stages minimize the likelihood of errors and ensure data accuracy. This improves the quality of customer service.
 
 
 
 
 

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