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:

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."