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:

  • 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.

Here are some questions you might need answers to. Fill out the attached form, and we will contact you to provide all the details.

Frequently Asked Questions about the Activities Module in Softimobiliar CRM:

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About the Customer Experience

"Our migration to Softimobiliar CRM was an inspired decision. With advanced features and exceptional support, we efficiently manage transactions. Result: a significant increase in sales. Softimobiliar CRM has become essential for our team, facilitating collaboration and optimizing processes. With its advanced features, we gained a complete overview of activities, speeding up workflows, and maximizing results."

"From zero to heroes in real estate! Softimobiliar CRM helped us build a successful business. Their dedicated support and innovative features are invaluable. Softimobiliar CRM is not just a tool but a strategic partner that guided us step by step to success. Thanks to their customized solutions and quick problem-solving approach, we achieved new heights in performance and customer satisfaction."

"We've been using Softimobiliar CRM for over 15 years. It has been a reliable partner in the growth of our real estate business. Consistent performance and innovation. Softimobiliar CRM is the backbone of our real estate activities, playing an essential role in developing and consolidating our brand. With a long-term relationship, we appreciate their constant commitment to the evolution of our business."

"We chose Softimobiliar CRM for its outstanding results. Increased sales and maximum efficiency. A CRM solution that makes a difference. In partnership with Softimobiliar CRM, we experienced a spectacular increase in sales and optimization of our operational processes. With the help of advanced features, we transformed how we manage transactions, achieving remarkable results."

"Before Softimobiliar CRM, we were not using any CRM. With their implementation, we transformed our way of working. Efficiency, collaboration, and success. Softimobiliar CRM completely redefined how we manage our business. From managing contacts and properties to optimizing transactions, their platform brought efficiency and transparency to all operational aspects."

"After migrating from another CRM, Softimobiliar amazed us with superior features and a seamless transition. An inspired choice for our business. Migrating to Softimobiliar CRM was a crucial step for our efficiency and success. The change was simple and worry-free, and the benefits we gained in terms of performance and collaboration were immediate."

"Collaborating with Softimobiliar CRM brought a breath of fresh air to our business. Increased efficiency, easy collaboration, and exceptional support. Softimobiliar CRM is not just a tool but a trusted partner that has evolved with the needs of our business. Their dedicated support and constant availability made a difference in managing our daily activities."

"We confidently recommend Softimobiliar CRM! We experienced a significant increase in productivity and rapid, efficient support. Softimobiliar CRM was the answer to our growth and efficiency needs. Our recommendation comes from the positive experience we had in achieving the desired results and facilitating our processes."