About Property Portfolio Management
Designed for competitive and fast-paced environments of Property Portfolio Management, our CRM software enables you to manage your leads, customer relationships, contacts, listings, buyers, closings, calendar, tasks, goals, projects, notes, documents and emails – all in one central database.
Functions
Sales Pipeline Management
Shorten the sales cycle with intuitive, proactive management of the entire sales and rental pipeline. Personalise the stages and manage the steps in the sales&rental process. See at a glance where you are at each stage.
Contact Management
Have all your contacts (purchaser, tenants, sellers, landlords), notes, documents, history of interaction between the business and all contacts in one place. Be able to perform quick searches by specific data, information or document.
Sales & Rental Goal Tracking
Identify the strengths and weaknesses in your team. Plan effective sales and rental strategies. Monitor the key indicators. Follow the progression of the sales and rental opportunity from initial contact to close. Create intuitive graphs and charts to help guide and motivate your team. Identify trends and market drivers.
Action Plans
Standardise your sales and rental process to use known success plans, promote consistency and best practice with re-useable action plan templates. Customise templates with unlimited appointments, to-dos and reminders. Then apply them to a user, contact or opportunity.
Sales & Rental Reports
Personalise sales and rental information and data using intuitive reports. Track and monitor critical metrics and perform weighted and unweighted forecast. Understand your revenue trends based on team, property, location, trends & cycles. Utilise report templates or create your own.
Partner Relationship Management
Create, manage, and grow your partner network between sellers and landlords. Assign partners to an opportunity, track and monitor the progress of the sale or rental process. Give partners the autonomy to update information and data against the property record themselves.
THERE’S SO MUCH MORE TO LEARN!
- FREE CONSULTATION
- FREE DEMONSTRATION
- FREE TRIAL
What Our Clients Say
“Acclivity CRM and the Maximizer tool have become an important part of the Women’s Mini Marathon operations. All our data is now fully integrated and live in this CRM, which means our teams have immediate access to all our event and participant information both in our office and remotely. This results in a more transparent, professional and structured approach to event operations and communicating with our participants and stakeholders. We are benefiting from the solution across our entire business.”
David O’ Leary | General Manager
DSD Events
“Acclivity CRM quickly identified our need for a fully integrated solution which would enable us to manage and monitor our residential development sites and oversee the construction process more efficiently. We have been very impressed with team’s ability to customise the solution to our evolving needs. From the initial contact through to the smooth onboarding process, the level of expertise, proactive engagement, and competitive costing we experienced with the Acclivity CRM team totally exceeded our expectations.”
Enda Higgins | Marketing & Communications Manager
D|RES Properties
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