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.
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.
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.
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.
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