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- Facilitates all types of property transactions e.g. residential, commercial and agricultural sales, lettings and valuations (includes valuation data bank).
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- Comprehensive CRM (Client Relationship Management) capabilities to facilitate best practice in the areas of customer care.
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- Stores and manages all client and property data in simple format to facilitate ease of use.
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- Manages and matches all property and enquiry data.
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- Builds quality brochures, which can be easily customised to the specific requirements of agents.
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- Tracks all interaction with clients, which is instantly visible on an office-wide basis.
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- Builds Power Point presentations of matched properties or all properties for client enquiries or office display.
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- Builds various types of property listings of matched properties in various formats for email or postal dispatch.
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- Facility to text details of new property taken on for sale to prospects, resulting in instant marketing of property with substantial brochure and mailing cost savings.
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- Diary and tracking facilities to manage all vendor and enquiry contacts and appointments(with duplicate diary).
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- Bank of template letters to accommodate all letters used within a practice including instruction and sales letters.
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- Client and negotiator reports on all activity in relation to particular property or enquiry.
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- Advanced Property Details facility to manage more advanced information than that required for sales brochure
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- Creates residential valuation reports
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- Web upload to multiple sites.
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- Multi Listing to facilitate franchise business or sharing of properties with other agents.
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- Mortgage Calculator facility with rates and repayments for lenders.
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- PDA (XDA II) facility with mortgage calculator giving visibility of clients, tasks and diary while “on the move”
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- Manages and tracks all viewings and offers.
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- Substantial accounting capability with link to LEX accounting and fee reporting on a client and negotiator basis. Visibility to all negotiators of client deposit and advertising balances in LEX on a case by case basis
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- Remote working to facilitate access to the system over the web from any location with broadband connectivity.
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- Powerful “Marketing Centre” incorporating “Contact Merge” to facilitate, identify and profile business opportunities and communicate with them efficiently.
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- Scanning, saving and indexing of all documents within the business to create the “paperless office”
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- “TAPI” enabled system to identify incoming calls, log the outcome and make telephone calls from the system.
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- Facilities to manage new money laundering requirements.
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- PropertyCRM can be upgraded at any time to facilitate the management of mortgage and financial services functionality
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- The developers of the system are fully committed to continuous improvement to ensure the system is the “best in its market" and will respond promptly to the development needs required by its clients in an ever-changing business environment.
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