Organizes content over several interconnected pages, providing a structured flow and allowing users to navigate between different sections or topics easily.
Make pages that meet the unique requirements of each team. You can create pages for property details, client tracking, and lead management using drag-and-drop templates. By streamlining procedures and eliminating pointless navigation, custom templates put only the information each user needs at their fingertips.
you can manage who has access to sensitive data. By doing this, administrators, managers, and agents are guaranteed to see only the information pertinent to their duties. This reduces data risk by keeping client data safe and limiting access to important insights and documents as needed.
Lead nurturing, client communication, and property management are a few examples of quick-access tabs that can improve team productivity. These tabs speed up client updates and interactions and minimise downtime by keeping in-house tools handy.
Real-time content changes are facilitated by live-updating sections. These sections, which cover everything from lead interactions to active listings, keep your CRM up to date with changing client demands and business processes by enabling teams to view the most recent information without having to refresh pages.
Find critical information quickly with advanced search filters that allow sorting by criteria like lead score, property type, location, or client status. This ensures that your team can focus on high-priority tasks and find relevant data with precision, enabling timely follow-ups and decision-making.
All pages are integrated with essential CRM features like sales tracking, document storage, and automated follow-up. As a result, rather than switching between systems, the leads, contracts, and transactions could all be tracked in one view.
Maintain brand consistency across pages with visual customization options, including color schemes, font choices, and branding elements. This feature not only ensures a professional look but also strengthens brand recognition when engaging with clients through shared documents or presentations.
Keep productivity high across devices with mobile-responsive layouts that make it easy to manage tasks on the go. Whether in the office, at a property, or with clients, team members can access all the essential functions from any device, ensuring operations continue smoothly.
Data entry is simplified with auto-populating fields for client details, lead status, and property information. This reduces manual input, which minimizes errors and frees up time to focus on client relationships and deal progression.
It gives a view on how users are engaging with activity tracking, where activities can be logged across pages that help inform and identify which practices are high-performing and which are bottlenecks. It empowers managers to make informed, data-based decisions about which workflows and resources should go towards improving team productivity.
