Add a checklist to a project and follow its progress point-by-point, which is extremely convenient when a project involves several steps. Participants in the project can add points to the checklist and easily mark their completion. Now a quick glance is all you need to see the exact status of an ongoing task.
Our CRM for real estate helps you deal with an overwhelming amount of current and upcoming events by smartly integrating them with a calendar. Be punctual with your commitments to your buyers and sellers with automated notifications and alerts.
Automated project templates
Automate regular chores and recurring work routines, which are ideal for repeating business processes, such as hiring/terminating employees, onboarding new clients or starting new projects. Tasks can be scheduled to repeat in any time interval within the real estate CRM.
Make use of workgroups that contains social networking and organizational tools needed to optimize operations and improve the efficiency of your communications. Each group is like a miniature intranet that not only stores important files and data, but also serves as a platform for discussions, tasks, tracking, and planning.