The Activities Module within the Softimobiliar CRM platform is the essential tool for managing and scheduling all your real estate-related activities. It facilitates the easy capture and detailed monitoring of each action, ensuring efficient time and relationship management.
Key Features of the Activities Module:
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Easy Capture and Scheduling
With just a few clicks, you can add a new activity. Choose the responsible agent, activity type (meeting, phone call, etc.), subject, description, and activity status. -
Association with Contacts, Requests, or Properties
Flexibility is key. You can schedule activities directly from contact, request, or property records, ensuring that each action is correlated with relevant information. -
Synchronization with Google Calendar
If you choose to activate synchronization, all your activities will be displayed in the Google Calendar, providing you with a holistic view of your schedule. -
Advanced Search and Export
Easily discover past or planned activities through the advanced search function. Exporting activities gives you the ability to create custom reports and distribute them efficiently. -
View and Monitor
The bottom part of the interface allows you to quickly view activities by type, facilitating periodic monitoring and evaluation of progress. -
Workflow Integration
Regardless of where you initiate the activity (contact, request, or property), the workflow remains seamless, ensuring that all essential information is centralized and accessible.
The Activities Module in Softimobiliar CRM is not just a simple calendar; it is your partner in efficiently organizing and managing every important detail in the real estate world. Plan, track, and optimize your activities to achieve remarkable performance in the real estate industry.