It’s time for a catch-up! From contact pools to WhatsApp template messages, here is a roundup of some of our recent feature releases, all designed to further simplify and help you manage your sales process.
1. Centralised Contact Pools
Just like Lead Pools, you can now create a group for easy, centralised management of Contacts grouped based on specific criteria. Whether you are segmenting them by region, interests, or engagement level, Contact Pools makes it easier to manage and nurture your client relationship.
Key Benefits:
- Effortless Segmentation: Easily group contacts based on specific criteria such as region, interests, or engagement level.
- First-come-first-served: All incoming leads are deposited into a shared repository, allowing all agents to have real-time access to view and claim new leads, ensuring timely and efficient service.
- Flexible Ownership: Agents can be assigned to the pool with just one click, allowing them to change the owner of contact records as needed. This ensures that contacts are always managed by the right person.
- Transparency and Fairness: Allowing all agents who have access to this Lead Pool an equal chance to access and manage leads, and helps balance the workload by distributing leads to available agents.
Enhanced Lead Reassignment:
Explore our enhanced Lead Reassignment feature to make the most of this update. For instance, if one of your agents is on holiday and unable to respond to client inquiries, our Lead Reassignment feature seamlessly transfers contacts to another agent. This ensures that your clients always receive timely and attentive service, keeping your business running smoothly.
Centralised Contact Pools and enhanced Lead Reassignment make managing and nurturing client relationships more efficient and effective, ensuring your contacts are always in the right hands.
2. Enhanced Viewings Functionality
We’ve made some big changes to our existing Viewings functionality.
Key Features:
- Calendar Integration: Agents can now directly create a viewing event in their calendar, with the option to select multiple associated listings. Viewing results and relevant comments can also be added directly to the calendar event, keeping key information consolidated.
- Automated Updates: Viewing activity details will be automatically populated under the corresponding contact’s profile and relevant listings, ensuring nothing slips through the cracks.
- To-Do Module Integration: A new Viewing tab under the ‘To-Do’ module allows you to always check your dashboard for the status and details of all viewings. Easily pull up information about specific viewings whenever you need it.
Enhanced Viewings Functionality streamlines the process of scheduling, tracking, and managing property viewings, ensuring all key details are easily accessible and organised.
3. Create a Valuation Profile
Agents can now utilise our new Valuation Profile feature to generate listing profiles for landlords who are unsure about committing to an agency but have a unit available for sale or rent.
Key Features:
- Simplified Process: Valuation profiles function similarly to listings but without requiring the formal creation of a property. Focus on providing essential details without the hassle of constructing new towers or structures. With minimal information required, it’ll take you no time at all.
- Prospect Match Integration: Our Prospect Match feature, which analyses system data to match clients with properties, works the same way for Valuation Profiles as it does for listings. Gain valuable insights on potential client matches and share this information with the landlord, showcasing your expertise with minimal effort.
The Valuation Profile feature simplifies the process of generating listing profiles, helping you attract and engage potential landlords with ease and efficiency.
4. Save Time with Template Messages
We’ve enhanced our Inquiries module with templated messages! Now, you can be sure all your interactions with customers via WhatsApp are efficient, consistent, and impactful.
Key features:
- Predefined Messages: Admin users can create predefined messages for various scenarios, allowing for quick access and dispatch during communications. Whether you need to respond to client inquiries, send updates, or share marketing material, all of this can be prewritten and inputted into the system ahead of time.
- Dynamic Variables: Templates can contain dynamic variables, allowing messages to be automatically personalised based on available data such as the lead’s name or agent’s phone number, making it seem as if you wrote them yourself!
- Customisable Buttons: Beyond content creation, you can add customisable quick-action buttons that redirect users to your website, call a phone number, or manage marketing preferences.
Template Messages enhance communication efficiency and consistency, allowing you to personalise interactions and streamline customer engagement effortlessly. Say goodbye to the back-and-forth communication and cut straight to the chase.
Our team is dedicated to enhancing your real estate CRM experience with features that will save you time and boost productivity. By collaborating with some of the largest agencies globally, we incorporate client feedback to continuously refine and improve our core product. We remain committed to evolving our platform to support your ongoing success.
Stay tuned for more updates, and as always, we value your feedback. Try out these new features today and share your experiences as you integrate these updates into your workflow.
Want to request a specific feature or want share what you think about the latest updates? Click here to book a quick call with one of our tech specialists to see how we can make Property Raptor work for you.
