In Softimobiliar CRM, the Requests Module is as essential as the Properties Module. We encourage you to pay special attention to entering requests, as this process not only optimizes their management but also enables automatic matching of offers, facilitating the direct sending of relevant offers via email or WhatsApp, along with the benefit of detailed reports for efficient activity analysis.

Key Elements of the Requests Module:

  • Rapid Addition of Requests
    Navigate easily to the right section to add a new request. The advanced search engine and the list of requests make it easy to quickly identify existing requests.

  • Efficient Management Semaphore
    Monitor the status of your requests through an informative semaphore, giving you an instant overview of the handling time for each request.

  • Request Addition Process
    The initial step involves pressing the "Add" button, selecting the type of request and property type, thus opening the detailed request form. Mandatory fields, highlighted in red, ensure correct completion and saving of essential details.

  • General Details and Interaction
    After saving the mandatory information, the general details of the request open, including the date added, responsible agent, associated contact, request stage, and area of interest. You have the option to choose the area either from the predefined list or by directly drawing the area.

  • General Features and Observations
    Carefully complete the general features of the request and add relevant observations. Manage documents associated with the request and planned or already recorded activities.

  • Proposals and Status
    Discover suitable properties for your request, propose them to clients, and send them directly via WhatsApp or email. Monitor the status of each proposal and view customer feedback.

  • Monitoring and Detailed Reporting
    Follow the views of offers and customer activities, obtaining information on how many times and from how many devices the offers were viewed. Use advanced reporting features for a detailed analysis of activity.

By integrating the Requests Module into your workflow, you will experience more efficient management of applicants, ensuring that each request is handled with care and that the automatic matching process supports you in providing relevant and personalized offers.

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 Requests Module in Softimobiliar CRM:


About the Customer Experience

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