Accounts & Contacts
If customer data is like gold, then this is your bank
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CUSTOMER DATA CENTRAL
This page is where you and your team can learn everything about a customer, including contact information, customer org charts, the role this customer plays in your business relationship, relevant documents, partners involved in the account, and more.
Of course, you can set up sharing rules to specify exactly who sees which information. -
1 PERSONAL ACCOUNT DETAILS
The basic facts that identify your customer (including gender, to avoid embarrassing guesses based on foreign names.)
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2 CONTACT INFO
All the key contact information that allows you to stay in touch with this customer.
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3 ACCOUNT DETAILS
Know your customer’s vital statistics, including birthdays, ID numbers and residence info at a glance.
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3 TRACK PREFERENCES
Easily keep track of exactly what kind of properties your customer is looking for, based on budget, property type, lease type, location, and more.
A complete history on one page
Everything about this person’s activities with you, all in one place
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1 WAITING LIST POSITION
See exactly where your customer stands on the waiting list for any properties.
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2 RESERVATIONS
View the history of reservations for this customer.
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3 AGREEMENTS
Find a complete list of agreements associated with this customer, all in one place.
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4 TRANSACTIONS
See a detailed history of transactions associated with this customer, and the status of each one.
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5 ACTIVITIES
Instantly see a complete record of all activities associated with this customer, past, present, and future.
Scheduling meetings has never been easier
Just drag-and-drop a contact to your calendar!
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1 FILTER YOUR VIEW
Quickly use this drop-down to filter your list by Corporate or Indivudal clients, or Developers or Brokers—or set up your own custom view.
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2 FAST EDIT
Fast edit any item by simply double-clicking on it and typing.
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3 CALENDAR
Schedule meetings by drag-and-drop!