Contacts Module: Efficient and Detailed Relationship Management

Home Softimobiliar CRM Contacts Module: Efficient and Detailed Relationship Management

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The Contacts Module in Softimobiliar CRM gives you complete control over your relationships, allowing you to add and view detailed information about your clients. With an intuitive design and advanced features, this module simplifies the management of your interactions in the real estate world.

Key Features of the Contacts Module:

  • Simple Addition of New Contacts
    In the "Add Contact" section, fill in the necessary details, marked in red to ensure essential information. This smooth process allows you to quickly and accurately enter your new business partners.

  • Advanced Search and Filtering
    Optimize search time using the filtering function, which allows you to quickly find contacts based on specific criteria, thereby consolidating the efficiency of the process.

  • Temporal Tracking Semaphore
    The integrated semaphore provides you with a visual perspective of when you last interacted with each contact. It is a useful tool for proactively managing and maintaining relationships.

  • Multiple Actions for Contact Management
    With the multiple actions feature, you have the option to reassociate contacts, export them, automatically synchronize them with your Google account, or create customized lists for different purposes.

  • Comprehensive View of Contacts
    The dedicated contacts list section gives you an overview of your business partners. Essential information is at your fingertips, facilitating quick access to relevant details.

  • Detailed Contact Sheets
    Each contact has a detailed sheet containing information such as the date of entry, update date, first name, last name, phone number, email address, and observations. You can also manage associated documents, activities, requests, or properties related to that contact.

  • Companies Module
    For business partnerships with legal entities, the Companies Module offers similar functionalities, including specific registration information, VAT number, and social media data for partner companies.

Softimobiliar CRM redefines efficiency in real estate relationship management, providing you with a powerful and intuitive tool to optimize your business interactions.

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

Frequently Asked Questions about the Contacts Module in Softimobiliar CRM:

CLIENTS AND PROJECTS

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."