iamproperty CRM 'My Day'

iamproperty CRM: My Day, your go-to hub for staying on top of your daily workload.

We’re always looking for new ways to make your working day easier and help you manage your time more effectively. My Day is our brand new home page on iamproperty CRM, which will make managing your day a breeze.

With My Day, you’ll have quick and easy access to the events and appointments you have scheduled for that day. You’ll also see a list of your due tasks and will be able to access all your outstanding tasks within the landing page.

In one click you’ll be able to add new records, including, sales and lettings applicants, landlords, contractors or vendors, properties and portfolios, and even new maintenance jobs, making it even easier to add these essential records.

The universal search allows you to search across all your CRM records, helping you to get to where you want quicker. And if you get a little stuck, the quick link to the Help Centre gives you the details you’ll need, to access on-demand video tutorials and contact details to get you back on track.

Want to find out more, watch a short demo on ‘My Day’ in action, or contact us for a personalised demo.

 

Want to find out more about iamproperty CRM?

Contact our team to see how iamproperty CRM can help you speed up your daily admin tasks.

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