Client Relationship Management
PropertySuite ‘CRM’ is the integrated Buyer/Vendor/Prospecting database management toolset. Used mainly by salespeople, it helps prospect and manage relationships with vendor, buyers and general contacts alike.
The PropertySuite ‘Reminders Series’ allows a sequence of future dates and events on a contact to help either prospect for possible business or follow up after completed business.
The salesperson will automatically receive reminders via the PropertySuite ‘Daily Email’, their mobile device or via logging into PropertySuite, prompting contact to buyers and vendors.
- 01 Mobile & desktop real time data access
- 02 Prospecting reminders
- 03 Vendor/landlord reporting
- 04 Buyer/tenant current listing matching
- 05 Listing report & comparison functionality
- 06 Email direct marketing
- 07 Mail merge
- 08 Territory area management ability
- 09 Online customised templates
- 10 Salesperson account online
If you would like to enquire further about PropertySuite's CRM functionality, click here.