New contacts reports
See exactly how many new contacts each agent adds to your database over any period you choose - weekly, monthly, quarterly or a custom date range. For example, compare two agents' new-contact numbers for the last quarter to see who is generating the most fresh leads, and use that to plan prospecting targets for next quarter.
Detailed enquiry reports showing status and conversion rates
Track every enquiry from first contact through to sale or lease, broken down by status (new, contacted, appraisal booked, lost, etc.) and conversion rate. For example, if your enquiry-to-appraisal conversion rate drops from 30% to 15% in a given month, you'll see it immediately and can investigate response times or follow-up gaps before it affects sales.
Sales reporting
Report on settled sales, sales under contract and sales pipeline value by agent, office or date range. For example, run a monthly sales report showing each agent's settled sales and commission for a board meeting, without needing to build a spreadsheet by hand.
Leasing reports
Track leasing activity including new tenancies, lease renewals, vacancy rates and rent roll growth over time. For example, generate a vacancy rate report for the last 12 months to show a landlord how well their property has been managed compared to the market average.
Email campaign stats
See open rates, click-through rates and unsubscribes for every email campaign you send, broken down by campaign or recipient list. For example, compare two subject lines from an A/B test to see which one drove more clicks through to a listing.
SMS campaign stats
Track delivery and response rates for SMS campaigns sent to your contacts. For example, check how many of the 200 contacts you SMSed about a new listing sent through an enquiry within 24 hours.
Task reporting
Monitor outstanding, overdue and completed tasks across your team, so nothing slips through the cracks. For example, run a report at the end of each week showing every overdue follow-up task, sorted by agent, so managers can chase them up before Monday.
Trust accounting reports
Generate the reconciliation and audit reports your agency needs to stay compliant with state trust accounting requirements. For example, produce a monthly trust account reconciliation report ready to hand to your auditor, without manually compiling figures from multiple ledgers.
Invoices reporting
Report on invoices raised, paid and outstanding, so you always know what's owed to your agency. For example, run an aged-invoice report to see which invoices are more than 30 days overdue and follow them up before they become bad debts.