How to Use AI for Negotiation Management
Discover how PropertyCareApp uses AI to summarize negotiations, predict deal success, and ensure your team never misses a follow-up with smart indicator alerts.
Master Negotiation Management with AI-Powered Tools
Efficiently managing negotiations is the key to closing property deals. PropertyCareApp provides a sophisticated Negotiation Management Module that combines visual tracking with AI-driven insights to ensure no opportunity is ever missed.
Step 1: Navigating the Negotiation Interfaces
You can monitor your deals using two primary views:
Kanban View: A visual board to drag and drop negotiations through different stages. [
]00:07 Negotiations Menu: A detailed list view with advanced filters. By default, it shows "Ongoing" negotiations, but you can customize filters to view any status or stage. [
]00:15
Step 2: Tracking Deadlines & Follow-ups
The system acts as your personal assistant to prevent missed deals:
Indicator Lights: The negotiation table tracks registration time, the last follow-up, and the next scheduled action.
Smart Alerts: If a scheduled action is missed, the indicator turns red. [
]00:30 Notifications: Missed actions trigger automated alerts via daily emails and in-app notifications for both the user and management. [
]00:37
Step 3: Secure Access Control
To maintain data privacy and focus, PropertyCareApp uses role-based access. You will only see negotiations that you:
Created yourself.
Were CC’d on.
Are assigned to as the customer’s representative. [
]00:43
Step 4: AI Success Probability & Sentiment Analysis
In the Satisfaction Column, our AI analyzes negotiator feedback and conversation text to calculate the probability of success. This helps managers prioritize high-value deals. (Note: AI features are active for subscribed accounts and unavailable in the Trial version). [
Step 5: Centralized Conversation History
Clicking the Conversation section opens a dedicated workspace:
Right Side: Immediate access to full customer details. [
]01:15 Top Section: Enter new negotiation notes.
Bottom Section: Scroll through the complete history of previous discussions. [
]01:21
Step 6: Leveraging AI for Efficiency
PropertyCareApp includes powerful AI tools to save time:
AI Summarization: Condense long negotiation histories into concise topics with one click—perfect for quick management reviews. [
]01:28 Text Rewriting & Translation: If a note is incomplete or written in a different language, the AI can rewrite it for clarity or translate it to your company’s official language. You can even adjust the tone to Formal, Legal, or Casual. [
]01:43