In the Settings section, Softimobiliar CRM gives you complete control over the configuration and management of agent accounts, as well as the global settings of the CRM platform:

Agent Accounts:

  • Add Account
    You have the option to add new accounts for agents and allocate slots for advertising and agent fairs.

  • Slot Allocation
    For collaboration with portals, set the advertisement allocation for each agent, based on their subscription and specific needs.

Agent Fairs:

  • Monthly Allocation
    Efficiently manage the monthly allocated resources for each agent, ensuring they have the necessary resources for optimal activity.

Agent Accounts:

  • Details and Login
    Access essential information about agent accounts, including names, details, and the date of the last login.

  • Details Management
    In the agent's profile, you can edit various information, such as the agent's experience and CV, if applicable.

General Settings:

  • Custom Configuration
    Customize general settings, such as the margin of error for property types, headquarters, departments, contact types, and more.

  • Useful and Standardized Links
    Add useful and standardized links that can be accessed from the top of the interface to facilitate quick access to necessary resources.

This section offers complete control and flexibility regarding agent management, resource allocation, and customization of settings to fit the specific activities carried out within the real estate agency.

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

Questions about the Settings Section in Softimobiliar CRM:


About the Customer Experience

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