Real Estate CRM (Client Relationship Manager)

The platinum level of MantisProperty includes a sophisticated client relationship system making it easy to manage all your vendors, tenants, buyers and other contacts.

The following features are included in the MantisProperty CRM:

• Contacts database with support for unlimited contacts
• Ability to bulk import contacts from a spreadsheet
• Ability to record notes on specific contacts
• Set reminders for follow ups on contacts
• Setup and manage vendors and tenants attached to your listings
• Set up buyer preferences for contacts so you use the buyer match system to find buyers suited to specific listings
• Segment your contacts into one or more groups for more precise targeting
• Set up requirements for contacts (eg. the type of properties they are interested in, price ranges, locations, etc.)
• Assign contacts to specific agents or to the whole agency

• Fully featured email design tool
• Fully spam compliant with unsubscribe features
• Template builder allowing you to create and store unlimited templates
• Easily build listing emails by selecting listings which then format automatically with photos, description and links to listings
• Comprehensive statistics on delivery and open rates and tracking of which links have been clicked, etc.

• At a glance task list and agenda on each agent / salesperson's dashboard
• Fully functional diary that can be changed between day, week or month and easily add/edit appointments
• Inspections for listings are automatically shown on salespeople's own calendars and agendas
• Easily add/edit appointments and invite multiple salespeople, attach to specific listings and more
• Tasks manager allowing each user to set up one off or reoccuring tasks with due dates, notes and other information
• Automated reminders on overdue tasks and tasks to be completed in the current week
• Ability for each user to customise their own list of appointment and task types

• Register contact details of people who inspect your properties
• Record notes and feedback on inspections of properties
• Printable post inspection snapshot report
• Easily check in visitors with a few taps on your mobile
• Integrates with your contacts so that notes on inspections are also stored on contacts who inspect one or more properties