Sales CRM Software

Sales CRM Software

ClientManager is a Client Relationship Management (CRM) solution created especially for the real estate industry.

By automating processes, centralising agency information and streamlining business critical tasks, ClientManager helps your sales team create more opportunities and close deals faster.

Built around a set of innovative business rules, ClientManager provides a scalable and super-efficient agency system that’s quick to install and easy to use.

Key Features

Full integration with our WebChoice software.

Match buyers to existing listings and vice versa. Send matching listings via eNewsletter or letter. Property Alerts automatically sent to subscribers with listings that match their criteria.

The easy-to-use calendar allows access to tasks and appointments directly from the main dashboard.

Create pre-set tasks for phone calls, emails, letters and more, and assign these tasks to users with the office.

Always have a full view of communication histories giving you access to all records sent to clients.

Create property brochures, eNewsletters and emails.

Send bulk communications via SMS to clients in the database, from OFI’s vendor meetings and appraisals

Track the commissions due to be paid to your sales team and see an overview of other business commissions due.

Set KPIs for the team, and monitor via the dashboard, plus create reports to track and guide the team.

The MobileAgent iPad application allows access to all listings, auctions, OFIs and sold history. You can also capture buyer, vendor and OFI feedback, and access online marketing kits. Our smartphone-enabled websites are built for easy access on the go.

Seamlessly automate follow up trails via email, SMS, phone call or letter to ensure you never lose touch with your clients.

Provides franchisors and multi-office groups with the ability to report, manage and overview their offices. Functions include referrals and award management, plus individual and office reporting, franchise billing and more.

Create, manage and track marketing campaigns for new and existing listings.

Ensure your database is kept fresh and up to date by utilising our ‘Pot of Gold’ function. Set a timeframe for your client follow-up and if they receive no contact from their coordinator, they can be ‘claimed’ by any salesperson in the office. .

Customise your dashboard to ensure you only see the things that matter to you.

Use the integrated whiteboard to keep your staff up to date and notify them of important events, such as upcoming meetings or when a staff member is on leave.

Manage your appraisals from the initial prospective phase right up until the time they are listed. You also have the ability to record missed appraisals and view these on a map.

Ensure your clients’ property information is delivered to your preferred real estate websites quickly and reliably, with the option to push your data to the most popular portals.

For more information on ClientManager, or to book a demo, please contact us.


 

What You Get When You Choose Console

Free Demo

When you contact Console to arrange for your initial free product demo, your Business Development Manager will:

  • Provide an overview of our scalable product packages and how they can help your business
  • Work with you to determine the best products and packages to meet the needs of your business cost effectively
  • Establish any other areas where we can assist you, eg. training and data entry

Book a Demo

Implementation

Once your requirements have been finalised, and you decide to go ahead, our Implementation Customer Service team will develop a plan to ensure you are up and running quickly with minimal disruption to your business.

This plan will involve a schedule of training and consulting for your team.


 

Training

The key to your success is having the right tools and knowing how to use them.

Training your team forms a critical component of the implementation plan.

We have a number of flexible packages depending on your staff number, their level of experience and whether you choose face-to-face, onsite or online options.

Find out more

 

Ongoing Support

Console provide Support via Email, LiveChat, Phone and online support is available 24/7 through myConsole, our client-only resource centre:

  • Modify and update your account and contact details
  • Book training
  • Watch training videos
  • Access an extensive library of support and self-help resources

Find out more