Key Features of Property CRM Software Solution Ireland
Effortlessly Manage Properties and Clients with Powerful Search and Instant Insights
The Landing Page
Crafted for effortless property and client search, providing instant access to appointments, viewings, and tasks organised by time and date. Our powerful property search enables pinpoint accuracy, whether for specific properties or criteria-based matches. Plus, enjoy seamless navigation with quick access to the entire system through top toolbar icons.
The Dashboard
Here the live activity on the system can be instantly viewed and the entire system accessed
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.
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
- 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.
- Letters of Engagement templated
- Offers recorded (time and date stamped)
- GDPR compliance tools
- AML (Photo and Address Id)
- 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
- Arrears Report
- Account Balance Report
- Client Account Report
- Commission Report – Sales & Rentals
- Creditors Due Report – Sales & Rentals
- Creditors Report
- Day Report
- Deposit Held Report – Rentals
- Inspection Report
- Landlord Account Report
- Letting Report
- Monthly Sales Pipeline Report
- Office Account Report
- Pending Payments to Landlord
- Reconcile Rental Payments
- Rent Review Report
- Repairs / Renovations
- Transaction Report
- Valuation Report
- Withholding Tax Report
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 Search
- Daft.ie
- MyHome.ie
- Own Firm website
- PropertyPal.com
- SMS/Text messaging (inc bulk messaging)
- Client and office accounting are separately accommodated in the system.
- Google Maps
- DocuSign
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
Discover Comprehensive Property CRM Functionality for Effortless Management
| 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 | |||
| 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 | |||
| MyHome.ie | |||
| Own Firm website | |||
| PropertyPal.com | |||
| Facebook/Instagram | |||
| SMS/Text messaging (inc bulk messaging) | |||
| Google Maps | |||
| DocuSign (Digital signature facility) | |||
| Property 24-7 | |||
| CRM & Workflow | |||
|---|---|---|---|
| Feature Name | Standard Functionality | Optional Functionality | |
| Tasks | |||
| Logs | |||
| Diary (synchronised with Outlook) | |||
| Viewings | |||
| Appointments (inc. recurring) | |||
| Word | |||
| 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 | |
| Arrears Report | |||
| Account Balance Report | |||
| Client Account Report | |||
| Commission Report – Sales & Rentals | |||
| Creditors Due Report – Sales & Rentals | |||
| Creditors Report | |||
| Day Report | |||
| Deposit Held Report – Rentals | |||
| Inspection Report | |||
| Landlord Account Report | |||
| Letting Report | |||
| Monthly Sales Pipeline Report | |||
| Office Account Report | |||
| Pending Payments to Landlord | |||
| Reconcile Rental Payments | |||
| Rent Review Report | |||
| Repairs / Renovations | |||
| Transaction Report | |||
| Valuation Report | |||
| Withholding Tax Report | |||
| Other Facilities | |||
|---|---|---|---|
| Feature Name | Standard Functionality | Optional Functionality | |
| Property 24-7 Property Website | |||
| Property 24-7 – Client Portal | |||
| Agent own website – wordpress site | |||