The Owners Module in Softimobiliar CRM is an essential tool for identifying and managing property listings, sourced from both print media and online platforms. To benefit from this functionality, it is necessary to conclude a collaboration agreement with Argus and then configure the Argus API in the account settings.
Key Features of the Owners Module:
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Advanced Search
At the top of the module, you have access to advanced search fields. Select relevant options, and then by simply clicking "Search," the CRM brings the desired listings directly to your interface. -
Visual Information
On the left side of the screen, you can view images, update date, the source of the listing, and its history. Visual information facilitates a quick assessment of properties and their relevance. -
Offer Details
Access detailed information about the offer, including its history, general details, and the description provided by the owner. Personal notes can be added for efficient management. -
Save and Manage
You have the option to save offers in your personal list. Additionally, you can hide ads or contact information, providing total control over what you want to manage or view further. -
Management of Saved Offers
Go to the "Saved Offers" section to view the properties you have selected earlier. You can directly contact owners to explore collaboration opportunities. -
Integration with the Properties Module
Once you have identified properties of interest, you can transfer the listings directly to the Properties Module. This facilitates their ongoing management in a dedicated environment.
The Owners Module is designed to provide a smooth and efficient experience in identifying, evaluating, and managing property listings, significantly enhancing the functionality of Softimobiliar CRM.