How to get started on a new Real Estate CRM with ease

How to get started on a new Real Estate CRM

Are you a real estate agent ready to take your business to the next level? Look no further than MantisProperty's industry-leading CRM designed specifically for real estate professionals. With its game-changing features and seamless onboarding process, MantisProperty empowers you to focus on running your business while we handle the transition.


The Power of MantisProperty's CRM

MantisProperty's CRM is a game-changer for real estate agents. It streamlines your operations, automates tasks, and provides cutting-edge features that help you sign more deals, faster, all while embracing the paperless revolution. But, making the transition to a new CRM system can often be daunting. That's where MantisProperty's onboarding and support packages come in.


A Seamless Onboarding Process

At MantisProperty, we understand that a smooth onboarding experience is crucial for your success. That's why we offer a simple and hassle-free onboarding process that gets you up and running in no time:


  • Activate your Platinum or Elite subscription: Choose the subscription level that aligns with your business needs and goals.
  • Purchase the Onboarding Package: Invest in our onboarding service to take advantage of a seamless transition.
  • Gather Information: Our dedicated team will reach out to assist you in gathering the necessary information for a smooth migration.
  • Data Import and Setup: We handle the tedious work for you. Our experts import your contacts, merge duplicates, and set up templates, autoresponders and automated workflows to ensure you hit the ground running when you start using MantisProperty. If you are moving from another CRM, we can also assist you with migrating all your data across quickly and easily.
  • Personalised Training: Schedule a 45-minute training session at a time convenient for you. Our experts will guide you through the system, answer any questions you may have, and ensure you're equipped to hit the ground running.
  • Ready to Go: With your onboarding complete, you'll be fully equipped to leverage the power of MantisProperty and focus on what you do best.


Migrating Made Easy for Platinum and Elite Users

As a Platinum or Elite user, you can leave the tedious work to us. Our dedicated team will handle the migration process, including importing your contacts, cleaning up data, and setting up your templates. We'll ensure a seamless transfer from your old CRM or spreadsheets, saving you time and effort. We'll even upload your logo, customise your brochure and email marketing templates, and set up your account settings for a personalised and professional touch.


In addition, if your listings are on or can be provided in REAXML format, we can import them all for you, eliminating the need for manual entry. Our goal is to make your transition to MantisProperty as smooth as possible, so you can immediately benefit from our cutting-edge, time-saving features.


Unparalleled Support and Training

We believe that ongoing support is vital for your success. That's why we provide a 45-minute personalised training session, tailored to your specific needs. Our expert trainers will guide you through the features of MantisProperty, ensuring you fully understand the system and can make the most of its capabilities. Whether you have questions or need additional guidance, our team is dedicated to helping you succeed.


Getting Started with MantisProperty's Onboarding Package

To get started, simply sign up as a Platinum or Elite level user of MantisProperty. Once you've done that, complete the payment details on our Onboarding Service page. Within one business day, a member of our team will reach out to you to kickstart the onboarding process.


Are you already a MantisProperty user?

Are you already using MantisProperty but set up everything yourself? Do you need help ensuring you are getting the best out of our templates, autoresponders and workflows? Do you need help importing data? Just reach out and we are happy to help!


Invest in Your Success

The onboarding package comes at an investment of $1100 (including GST) as a one-time payment. This investment ensures that you receive the support and setup assistance needed to fully utilise the power of MantisProperty's CRM. With MantisProperty by your side, you can confidently navigate the transition, knowing that our dedicated team is here to support you every step of the way.


When it comes to choosing a CRM for your real estate business, MantisProperty stands out with its industry-leading features and unwavering commitment to your success. With our seamless onboarding process, expert support, and personalised training, we remove the headaches associated with transitioning to a new CRM. Sign up as a Platinum or Elite user of MantisProperty today and experience the transformative power of our CRM for real estate professionals. Invest in your success and let MantisProperty propel your business forward. 

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