Contracts Module: Efficiency in Managing Your Contracts

Home Softimobiliar CRM Contracts Module: Efficiency in Managing Your Contracts

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The Contracts Module in Softimobiliar CRM provides you with the necessary tools for adding, signing, and easily sending contracts to your clients. Discover how you can optimize your contract management process:

Adding Contracts:

  • Simple Interface
    Start by adding a new contract from the dedicated box, benefiting from an intuitive and fast process.

  • Custom Templates
    Choose from a variety of predefined templates for different types of contracts or edit them to meet your specific needs.

  • Contract Generation
    Enter the necessary information, scan client documents such as ID cards, specify the commission, sign, and preview the contract before generating it.

Signing and Sending:

  • Direct Sending
    After generating the contract, use the dedicated buttons to instantly send it to clients, both via email and WhatsApp.

  • Contract Viewing
    The client receives the contract and can view it in detail, contributing to efficient and transparent communication.

Advanced Management:

  • Customizable Templates
    Modify or adapt existing templates to meet the specific requirements of each contract.

  • Contract Archive
    Maintain an organized archive of contracts, facilitating quick access to information and documents at any time.

Additional Benefits:

  • Easy Signing
    Provide clients with the option to electronically sign contracts, thereby enhancing the efficiency of the entire process.

  • Notifications and Alerts
    Receive alerts regarding contract expiration or other relevant events, ensuring you don't miss any important opportunities.

The Contracts Module in Softimobiliar CRM becomes a reliable partner in managing and optimizing contract-related processes, contributing to increased efficiency and improved customer relationships.

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 Contracts Module in Softimobiliar CRM:

CLIENTS AND PROJECTS

About the Customer Experience

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