ERP Survey for realestate

ERP System Selection Survey (For CEO)

Objective: This survey is designed to understand your company’s ERP system needs, key challenges, and essential features. Your responses will help identify the best ERP solution that integrates seamlessly with your business processes, website, and digital platforms.

1.Business Needs & Current Challenges

1.What are the biggest challenges your company currently faces in managing its operations?

Lack of centralized data and reporting

Difficulty in tracking customer interactions and leads

Inefficient financial management and invoicing

Poor communication between departments

Difficulty in tracking project progress and deadlines

Lack of automation in sales and marketing activities

Other (please specify)

Please specify your other option

2.Do you currently use any ERP or business management software?

Yes, and we are satisfied with it

Yes, but we face challenges (please specify issues)

No, we manage operations manually or with separate tools

No, but we have used one in the past

Please specify your challenges

3.What are the primary goals you want to achieve with an ERP system?

Centralizing and automating operations

Improving financial management and accounting accuracy

Enhancing customer relationship management (CRM)

Automating sales and lead tracking

Better managing real estate projects and timelines

Improving marketing automation and campaign tracking

Streamlining HR and payroll processes

Generating real-time business analytics and reports

2.Key ERP System Requirements

4.Which core ERP functionalities are most important for your company?

CRM (Customer Relationship Management)

Financial & Accounting Management

Property & Asset Management

Sales & Marketing Automation

Project & Construction Management

HR & Payroll Management

Reporting & Business Intelligence

5.Which department(s) will actively use the ERP system?

Sales & Marketing

Finance & Accounting

Project Management & Construction

Customer Support

HR & Administration

Legal & Compliance

6.How important is scalability in the ERP system (i.e., ability to expand as your company grows)?

Very important – We need a system that grows with us

Somewhat important – We need flexibility, but not a priority

Not important – We only need a system for current operations

7.How important is customization?

Very important – We need a highly customizable system

Somewhat important – Some flexibility would be useful

Not important – A ready-made solution is preferred

3. Website & Digital Integration

8.Do you need the ERP system to integrate with your company website?

Yes, for property listings and customer inquiries

Yes, for investor relations and project updates

No, our website functions separately

9.What website platform does your company use?

WordPress

Custom-built website (Laravel, React, Vue.js, etc.)

Shopify

Other (please specify)

Please specify your other option

10.Which third-party tools or platforms should the ERP integrate with?

CRM (HubSpot, Salesforce, Zoho)

Accounting Software (QuickBooks, Xero, Zoho Books)

Payment Gateways (Stripe, PayPal, local banks)

Marketing Tools (Google Ads, Facebook Ads, LinkedIn Ads)

Property Listing Platforms (Zillow, Realtor, Rightmove, etc.)

Construction Management Software (Procore, Buildertrend)

11.Do you need a built-in customer portal for clients to track inquiries, transactions, and property details?

Yes, fully integrated within the ERP

Yes, but it can be a separate module

No, not a priority

4. User Experience & Implementation Preferences

12.How many employees will need access to the ERP system?

Less than 10

10–50

51–100

More than 100

13.Which deployment option do you prefer?

Cloud-based (SaaS) – Accessible from anywhere, subscription-based

On-premise – Installed on company servers, more control

Hybrid (Cloud + On-premise) – Best of both worlds

14.What level of technical expertise does your team have for ERP system management?

High – We have an in-house IT team

Medium – We have basic IT knowledge but may need support

Low – We need full implementation and support services

15.How soon do you want to implement the ERP system?

Immediately (within 3 months)

Short-term (3–6 months)

Mid-term (6–12 months)

Long-term (more than 12 months)

5. Budget & Support Expectations

16.What is your estimated budget for an ERP system?

Less than $10,000

$10,000–$50,000

$50,000–$100,000

More than $100,000

Undecided

17.What level of customer support do you expect from the ERP provider?

24/7 Support with Dedicated Account Manager

Business Hours Support (Email & Phone)

Self-Service Support (Documentation & Community Forums)

18.Would you prefer an ERP provider that offers training for your team?

Yes, extensive training is required

Yes, but only basic onboarding is needed

No, we will handle training internally

6. Additional Insights

19.What are your key concerns when selecting an ERP system?

High implementation cost

Complexity and difficulty of use

Data security and compliance

Vendor reliability and long-term support

Integration issues with existing tools

20. Are there any specific ERP solutions you have already considered or heard about?

Yes (please specify)

No, open to recommendations

Please specify your preferred ERP solution