System Setup
- Any number of users
- Any number of regions
- Any number of developments
- Any number of phases, house types and sites
- Any number of agents and solicitors
Dashboard
- User configurable
- Instant daily actions for each user
- Display statistics, workflow information and alerts
- Quick knowledge to improve business performance
- Security controlled to only allow access to certain panels based on your login.
Enquiries
- Unlimited number of enquiries
- Filter and search by region, development, agent, contact details and more
- Capture marketing information about the individual and their preferences for the development
- Book appointments to see the show houses
- Record any number of notes, optionally flagged for follow up by any other user.
- Capture and process brochure requests, sending of email brochures directly from the system.
- Record negotiation details, spec variations and mark progress through the journey to a sale.
Calendar
- Displays all of the viewings for the users selection of developments and regions
- Allows drag and drop to reorganise the diary
- Create new viewings directly from the diary.
- Configure week by week availability of sales staff for viewings
Marketing
- Record campaigns within categories to which enquiries can be registered
- Track the performance of campaigns
- Mine contact information for likely sales leads.
- All people registered are on your database allowing direct marketing, periodic follow-up and future sales opportunity.
Operations
- Review the phases, sites under each development
- Track performance using monthly valuation figures against a model profile
- Configure spend profiles at a unit type or individual site level
- Prompts users when a build is behind schedule programme.
Document Store
- Upload any number of documents optionally attached to a region or specific development
- Acts as a central repository for company documents
- Documents flagged correctly integrate tightly with the system and are automatically delivered to the buyer or legal team when appropriate.
Security
- Secure SSL enabled hosting
- Users are grouped into security groups
- Fine control of permissions can be applied to groups or individual users
- Control access to menu options, dashboard panels, reports, screens and more
- Daily backups of the entire database and document store.
System Requirements
- Modern Browser (IE9, Firefox 4+, Chrome, Safari) recommended.
- Instant access for any site with broadband or USB access
- That's it!
Talk to someone 028 9264 1144 or email us.
