Transactions Module: Professional Record of Your Transactions

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The Transactions Module in Softimobiliar CRM provides you with the necessary tools to manage and precisely monitor each real estate transaction. Here's how you can benefit from the functionalities of this module:

Adding Transactions:

  • Simple and Efficient
    Using the "Add Transaction" button, enter the essential details of the transaction: title, date, involved agent, offer ID, and customer ID.

  • Complete Details
    Specify commissions for the owner and agent, providing a clear record of the compensation involved in the transaction. You can also add collaboration commission, ensuring total transparency.

  • Personalized Notes
    Add relevant notes for each transaction, facilitating internal communication and efficient management of details.

Monitoring Transactions:

  • Advanced Search Engine
    Easily find transactions using the search engine, filtering by various criteria such as agent, date, or title.

  • Detailed View
    Access the performed transactions, providing specific information for each agent individually. Ensure that each transaction is managed appropriately.

Reports and Analysis:

  • Agent Efficiency
    Use entered transactions to generate reports on the efficiency of each agent, providing a perspective on individual performance.

  • Transaction Time
    Monitor the time required to complete each transaction, identifying potential opportunities for improving efficiency.

Advanced Options:

  • Export and Newsletter List
    Export information for use in other contexts and create newsletter lists for efficient communication.

  • Delete Transactions
    Provide the option to delete selected transactions, ensuring that your database remains updated and clean.

The Transactions Module in Softimobiliar CRM becomes an essential tool for professional and efficient record-keeping of each transaction, contributing to the success and development of your real estate agency.

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

Frequently Asked Questions about the Transactions Module 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."