Contact screens are designed to work the way a broker works. From current tenancy to future needs, the layouts contain all the information a broker needs to work a deal. Everything is customizable - if we haven't thought of it, you can easily add it!
Property database allows you to track the buildings you represent for easy reporting to owners, or those you are prospecting for tenant rep assignments.
Predesigned checklists (called an activity series) allow you to automate the scheduling of repetitive tasks. With the click of a button, you can schedule every step in a checklist to ensure you stay in touch with your prospects and clients.
Opportunity tracking allows you to keep track of the deals you have in your pipeline, and project commission revenue. Great for weekly sales meetings!
Reporting to clients is easy with the Listing Activity Report. All pertinent activity with all your prospects can be tied to the appropriate property or project and monthly reports produced with a couple mouse clicks.
Customizable dashboards show you your deal pipeline, top opportunities and schedule at a glance. You can choose the items and date ranges that are of the most interest to you.
Synchronizing your contacts with a Palm OS or Windows Mobile smart phone is effortless and built-in. You can also sync with your Blackberry or iPhone by adding CompanionLink ($49)
