Real Estate Advantage™ for Capital Markets is a specialized CRM solution designed for real estate investment trusts (REITs), TIC 1031 Exchanges and investment product companies who specialize in structured real estate investments.

Today product sponsors, asset managers and wholesalers are faced with differentiating themselves and their investment products in a highly competitive market. Real Estate Advantage™ provides a tool that addresses the most critical needs for effective and efficient sales and servicing operations. More effectively managing these complex business relationships will help investment companies reach their business objectives of becoming more productive, efficient and profitable.

The following is an overview of some of the features included in the Real Estate Advantage™ solution, both as the native functionality of the base Microsoft® Dynamics CRM system, as well as the added commercial real estate functionality. The embedded CRM platform is a complete, fully functional version of Microsoft Dynamics CRM Professional or Small Business Edition, depending on your needs.

For companies who do not directly manage their properties, the property, tenant and leasing modules can optionally be disabled.

	Contact and Account Management	Track contacts, companies, locations, multiple addresses, phone numbers and interactions such as e-mail, phone calls, letters and tasks. Set rules to determine which contacts synchronize with Outlook.
	Complex relationship management	Track and manage complex relationships among companies and contacts important to your business: brokers, planners, sponsors, home offices, branches, affiliates and more
	Investment Performance	View investment performance at each branch or individual level and roll-up summary level data to home or parent offices
	Selling Agreements	Track selling agreements, investment guidelines and planner certifications to help target product messaging and to stay in compliance
	Transfer Agent Integration	Tie in information from your transfer agent and proactively act upon key transactions
	Outlook Integration	Microsoft Dynamics CRM extends the reach of Microsoft Outlook by turning it into a tool to manage business information. It puts lead information, marketing pitches, project data, property and sales information into one central location for your sales, service and marketing staff.
	MapPoint Integration	Maximize travel route and travel planning with our seamless integration to Microsoft MapPoint. Geospatially view key performance data.
	Pipeline Management	Convert leads to opportunities and track throughout the sales cycle with customizable workflow rules. Use Real Estate Advantage’s “Action Plans” to automatically drip your prospects for longer sales cycles.
	Sales process management	Use customizable workflow rules and selling methodologies to help ensure opportunities are tracked and closed consistently and efficiently.
	Sales literature	Create, manage, and distribute sales and marketing materials, including brochures, white papers, competitor information, and more. Automatically cross reference selling agreements to determine which literature is appropriate for distribution
	Direct e-mail	Increase sales productivity by selecting customers based on common characteristics, then use templates to send customized e-mails with special offers.
	Marketing campaigns	Plan marketing campaign strategy based on budgets and expenses, promotion codes, target products, marketing collateral, and more.
	Create lists	Create and manage lists for specific campaigns or for future use by any campaign. Create lists using existing customer information or importing contact information from various sources into a single repository.
	Qualify lists	Query lists to locate accounts that meet specific criteria.
	Campaign templates	Create a campaign and re-use it as a template for future campaigns.
	Campaign execution	Track campaign activities, import leads, convert leads to opportunities, view cost and performance data, and more.
	Track marketing information	View campaign performance reports; assess campaign success based on opportunities, cost versus payoff, and other criteria; and analyze marketing results.
	Property Management	Integrate with property management systems such as JD Edwards, Yardi or MRI to bring property information to your users. Store additional related information, such as photos, pipeline activity, tasks, incidents, and associated documents. Have a complete view of activity at the property level.
	Brokerage Activity	View and report on brokerage activity related to the property: showings, inbound and outbound calls, lease or sales pipeline activity and marketing activity. Automatically and efficiently generate these reports for property owners.
	Stacking Plan	Connect with your property management systems and view property information juxtaposed with lease milestones in a graphical format. Quickly view which suites are available or becoming available based on user-input date ranges.
	Rent Roll	View the property rent roll based on dates you specify. Export to excel for financial analysis and portability.
	Mapping with Virtual Earth	View 2D and 3D mapping of the property and surrounding areas through integration with Microsoft® Virtual Earth™
	Comparables	Quickly query and report on comparable properties based on market, mile radius, building class, lease or sales profiles
	Documents	Store associated documents such as floor and site plans, additional photos, or lease documents.
	Cases	Create, track and manage incidents at each property serviced by your firm.
	Account and Contact Management	Track contacts, companies, locations, multiple addresses, phone numbers and interactions such as e-mail, phone calls, letters and tasks. Use drip marketing to stay in touch with tenants to ensure retention.
	Sales comparables	Track, query and report on sales history
	Project management	The acquisition/disposition cycle requires attention from many people on all sides of the transaction. Track key members involved throughout the entire cycle, required steps, and milestones.
	Workflow	Allow the system to track the steps, required documents, and milestone reminders to keep the process efficient and on track. Avoid needless delays in the process and keep things from falling through the cracks.
	Document Generation	The system will automatically generate the required documentation with business data merged as needed. Document formats of word, html and pdf are supported.
	Lease Workflow	The lease execution cycle requires attention from many people on all sides of the transaction. Track key members involved throughout the entire cycle, required steps, and milestones.
	Document Generation	Automatically generate the required documents required in the pre-lease or pre-sale phase
	Checklists	Use action plans to build and assign checklists for all projects: event management, prospect qualification, property listings, lease workflow and more.
	Stay-in-touch Marketing	Action plans are ideal for drip marketing plans. Create a template plan with a series of tasks: letters, phone calls, e-mails – then define the time between each step. At any time, assign the pre-built plan to a tenant or prospect, and the system will ensure your company stays in the forefront of your prospects mind when it’s time to do business.
	Case Management	Create, assign, and manage service requests for each case from a central location.
	Global Service Calendar	Manage service appointments and resource allocation across your service sites and locations with a single calendar view of service professionals, tools, resources, and facilities.
	Automated routing and queuing	Use customizable workflow rules to automatically route service requests. Send cases to a waiting area—the queue—where they can easily be accessed by individuals and teams
	Auto-response e-mail	Use customizable templates and workflow rules to generate and send auto-response e-mails to service requests.
	E-mail management	Maintain an accurate record of service communications with automated tracking of e-mails that associates e-mails with appropriate contact records.
	Service scheduling	Manage and schedule even complex services with ease. Understand resource and equipment allocations, utilizations, and effectiveness.
	Searchable knowledge base	Publish support articles and other relevant support information to a searchable knowledge base.
	Service contracts	Create and maintain service contracts and update contract information automatically when a support case is resolved.
	Robust Reporting Engine	The SQL Server Reporting Services engine is a powerful analytical tool for business. The Microsoft Dynamics CRM embedded reporting engine integrates smoothly with Microsoft SQL Server to generate compelling data reports for business decision makers.
	Excel Integration	Microsoft Excel spreadsheet software is a powerful tool for turning data into information that can be analyzed and shared. Real Estate Advantage™ on Microsoft Dynamics CRM features an always-on connection to Excel that enables you to quickly turn customer information into dynamic snapshots or PivotChart dynamic views. These views can help you understand in seconds how a sales increase or company expansion can benefit the business.
	CRM Mobile Client	Access your data on or offline with PocketPC and SmartPhone devices. Add or update contact and account data, notes and activities. Create new or update opportunities, execute workflow, synchronize over your corporate LAN.
	CRM Mobile Express	CRM Mobile Express provides users the ability to view, create and modify CRM data real-time on any Internet-capable device. It can be used with any mobile Web browser, including Microsoft Windows Mobile Pocket PCs and Smartphones, Palm-powered handheld devices and RIM Blackberry devices.
	.NET Framework	The Real Estate Advantage SDK on Microsoft Dynamics CRM harnesses the power of Web services through the Microsoft .NET Framework. This latest generation of Microsoft technology enables businesses to connect isolated, legacy business systems and applications.
	Offline Ready	Microsoft Dynamics CRM is designed so your staff can be productive both in the office and on the road—even if they aren't connected to a network. Information can be filtered so that people receive only the information they need such as meeting updates and sales figures.