Introducing Contact 360
Contact 360 in PropSpace gives agents a complete unified view of every interaction with a contact in one timeline
When working from home there are many features in PropSpace that agents, admins and managers should use to optimise remote working and ensure efficiency in your organisation.
Here are our top tips to make sure you hit the market with a bang once we return to our offices and that your clients don’t forget you whilst we are all currently working from home:
Make sure you have downloaded the latest version of
PropSpace Go- the native mobile app for Android and iOS devices - so you can get real-time push notifications. Ensure you make the most of the automated reminders built into PropSpace.
Set up reminders when tenancy contracts are due for renewal, for lead follow-ups, important deal dates etc.
Contact 360Contact 360, available across the system wherever you see a contact - allows you quick access to see the full history about your clients - when they were last contacted and by who, what leads they have submitted, which viewings they have been on in the past etc.
Lead PoolIf your company has this feature enabled - make the most of it! Check regularly for new leads added to the Lead Pool - if you have a property matching then the deal could be yours!
Re-engage with your old clients with Drip MarketingAsk your admins to help you set up Drip Marketing campaigns to keep in touch with your old client database via automated emails. You’ll be surprised just how much more business you can get from re-engaging with your old leads.
Automatically generate your own documentsDid you know that PropSpace automatically generates Tenancy Contracts, RERA forms and any custom document that your company uses on a regular basis? No need to hassle your admins - if you need a document generating quickly, use the PropSpace Document Generation feature and save a huge amount of time.
It’s a great time to make the little tweaks you have always been meaning to look at but didn’t have the time before. Gain real-time insights into your teams’ daily activities without having to chase up individually. Here are some tips:
Pipeline ReportsMake the most of the Leads and Deals Pipeline Report - the system will show you all the leads and deals your team is currently working on in a nice progress layout (known as a Kanban Board!) so you can see in one place the progress of all your teams’ leads and deals.
Automations*Set up workflow automations so the system will automatically notify you of important updates that your team has made. For example, set an automation rule to inform you when someone from your team has entered a high value lead, or when an agent has set a price reduction, or when a deal has been added. Let PropSpace automatically update you about what your team is doing.
*For assistance with setting up automations please do not hesitate to contact our support team on support@propspace.com or call 800-PROP (7767).
Lead PoolA powerful tool to ensure agents are always on top of their leads. If a lead has not been updated for a set amount of time then it gets sent to the Lead Pool where other agents can pull in the lead and start working on it.
Notes and Activity LogEvery record in PropSpace can have notes assigned to it. The notes and history tabs across all screens enable you to see who has updated what and when in real-time.
Look through old leadsCreate tasks for agents where you see an update needs to be made from the To-Do list screen.
Spruce up your listingsLook through all your active listings and make sure they are in tip top shape with great photos, descriptions and a high quality score. You perhaps rushed to get some previous listings published - now is the time to make sure every single one of your listings has 100% quality.
Centralised Calendar and Viewings ScreenEnsure your agents have input all their historical viewings onto the Viewings screen. Access agents’ calendars via the Calendar screen to see all your agents' future meetings (including virtual meetings and viewings).
Deal Wizard and ChecklistEnsure your agents are using the Deal Wizard when they are processing a deal. Set up the checklist that you want each of your agents to follow so your agents do not miss any important steps in the deal and conveyancing process.
As always, our support team is on hand to assist if you have any questions. You can contact them on support@propspace.com or 800-PROP (7767) from Sunday to Thursday 9am to 5pm UAE time.