Our latest CRM updates have been all about speed, visibility and better day-to-day tools for your team.
You can watch the full webinar above or here’s a quick look at what’s new:
New dashboards make it easier than ever to track activity and performance – from appraisals and listings to tenancy move-ins and offer-to-instruction ratios.
You can filter by branch or timeframe, and it’s built for real-time use. It brings all your sales and lettings reporting together in one clean, real-time view.
This feature will really save you time on sales progression admin. Archive properties, delist from portals, update boards – all automatically triggered when contracts are exchanged or a sale completes. Set it up once and let the system handle the rest.
We’ve streamlined the way you create records. With Sales and Lettings records creation and flows, such as viewings and appraisals. For example you can now add a vendor, link a property, and schedule an appraisal – all in one smooth, joined-up journey. It’s faster, easier, and completely tailored to your role.
Communication is smoother too, with our fully integrated SMS inbox. Share a team number, reply from CRM, and pick up client chats mid-thread – even if someone else started the conversation.
Each of these features has been designed to make your CRM work harder – so you and your team doesn’t have to.
Want to try them out? Speak to your account manager or book a demo.
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