The Landing Page

Designed to facilitate easy search for properties and clients and give an instant view of appointments, viewing and tasks in time and date order. The property search is very powerful; can be for specific property or ones matching a criteria entered. Also accommodates easy access to the entire system with links to the top toolbar icons.

The Dashboard

Here the live activity on the system can be instantly viewed and the entire system accessed

Spanish Property

We have completed arrangements with Spanish Agents to enable our client Estate Agents offer properties on Costa del Sol, Spain for sale and earn commissions.

More than 5000 properties are on offer. Once an agent introduces a buyer to the property support team at PropertyCRM they will take up the matter and arrange for local inspections as required.

Client/Customer/Contact Types Managed

The system is designed to facilitate easy communications with all parties including

  • Vendors
  • Purchasers
  • Landlords
  • Tenants
  • Individual, joint and multiple
  • Firms
  • Companies
  • Contractors and other Third Parties (Solc's, Banks etc)

Standard mail and e-mail (including templates and mail merge) SMS; All Letters of instruction are templated; bespoke brochure build.

Integration

We work hard to integrate with all other systems that supports our Estate Agent client. For example the integration with IdPal accommodates photo and address ID from a clients mobile phone, thus meeting AML requirements. DocuSign accommodates remote signatures on documents such as Letters of Engagement. With Eircode we can prepopulate a client or property address and with the Google integration generate and link the location map to address

  • Outlook 365
  • Word
  • Eircode
  • Daft.ie
  • Own Firm website
  • PropertyPal.com
  • Facebook
  • Twitter
  • SMS/Text messaging (inc bulk messaging)
  • Instagram
  • IQ Accounts Package providing full accounting
  • Client and office accounting are separately accommodated in the system.
  • Google Maps
  • DocuSign
  • Id Pal
  • WhatsApp
CRM & Workflow

We have been building Client Relationship Management (CRM) systems for more than 20 years and have mastered this aspect of software development. This is the aspect of the system that accommodates the paperless office. Our document management system is very powerful eliminating need for files. The combination of a system with powerful CRM capabilities and the entire software application instantly available on smart devices (iPad’s, smart phones etc) underpins the value of working with a modern software platform.

  • Tasks
  • Logs
  • Diary (synchronised with Outlook)
  • Viewings, colour coded by agent name for easy identification
  • Appointments (inc. recurring)
  • Word
  • Email
  • Mail & Email merge
  • Document Management
  • Offers -(Communicated, recorded and date stamped)
  • Template letters and E mails
  • Repairs management
  • Brochure build (user bespoke brochures accommodated)
  • Sales confirmations, Vendor, Purchaser and 2 Solicitors (4 way)
  • Property & enquiry ; automated matching & shortlisting
  • Advanced search functionality across the system
  • Key register and easy search
  • Signs tracking
Compliance

As compliance has become a very important aspect of the modern Estate Agency practise we have paid particular attention to the inclusion of appropriate tools to manage requirements particularly Property Regulator, Criminal Justice Act 2010 and EU directives including the 5th directive. Our IdPal integration is an important toll to help agents meet compliance requirements.

  • Letters of Engagement templated
  • Offers recorded (time and date stamped)
  • GDPR compliance tools
  • AML (Photo and Address Id)
  • PEP's and Sanctions Lists scanning (Sept 2019)
  • AMV Record
  • Sales Confirmations, Vendor, Purchaser and 2 Solicitors (4 way)
  • BER Cert
  • PRSA Document library
  • Compliance tracking and checklist
  • Client Account reconciliation.
Reports

Reports is the aspect that allows owners to monitor activity. Our sales and pipeline report pulls information from across the system to give a regular overview of all sales activity

  • Client Account reconciliation
  • Lettings arrears report
  • Lease expiry report
  • Lettings report
  • Monthly Sales and Pipeline report
New Features

In Q3 we will provide the following enhancements to the system. The client portal will feature properies and enquiries for sale and letting.

  • Client Portal
  • Multi-Listing website
  • Agent Website
  • Property Portal Website

Property CRM Functionality


Property Types Managed
Feature Name Standard Functionality Optional Functionality
Residential Property
Commercial Property
Agrictural Property
Foreign Property
Transaction Types Managed
Feature Name Standard Functionality Optional Functionality
Property Enquiries
Property Sales
Property Lettings
Property Acquisitions
Property Valuations
Property Developments
Block Management
Rent Reviews
Client/Customer/Contact Types Managed
Feature Name Standard Functionality Optional Functionality
Vendors
Purchasers
Landlords
Tenants
Individual, joint and multiple
Firms
Companies
Contractors and other Third Parties (Solc's, Banks etc)
Integration
Feature Name Standard Functionality Optional Functionality
Outlook 365
Word
Eircode
Daft.ie
Own Firm website
PropertyPal.com
Facebook
Twitter
SMS/Text messaging (inc bulk messaging)
Instagram
IQ Accounts Package
Google Maps
DocuSign (Digital signature facility)
Id Pal - Online photo and address Id facility
WhatsApp
CRM & Workflow
Feature Name Standard Functionality Optional Functionality
Tasks
Logs
Diary (synconised with Outlook)
Viewings
Appointments (inc. recurring)
Word
Email
Mail & Email merge
Document Management
Offers -(Communicated and Recorded)
Template letters and E mails
Repairs management
Brochure build (user bespoke brochure accommodated)
Sales Confirmations, Vendor, Purchaser and 2 Solicitors (4 way)
Property & Enquiry automated matching & shortlisting
Advanced search functionality across the system
Key register
Signs workflow
Accounts
Feature Name Standard Functionality Optional Functionality
Client Account
Office Account
Client Account reconciliation.
Compliance
Feature Name Standard Functionality Optional Functionality
Letters of Engagement templated
Offers recorded (time and date stamped)
GDPR compliance tools
AML (Photo and Address Id)
PEP's and Sanctions list scanning
AMV Record
Sales Confirmations, Vendor, Purchaser and 2 Solicitors (4 way)
BER Cert
PRSA Document library.
Compliance tracking and checklist
Client Account reconciliation.
Reports
Feature Name Standard Functionality Optional Functionality
Lettings arrears report
Lease expiry report
Lettings report
Monthly Sales and Pipeline report
Other Facilities
Feature Name Standard Functionality Optional Functionality
Client Portal
Multi-Listing website
Agent Website
Property Portal Website