AgentOffice » Features

Comparing Other CRMS

admin — Thu, 04 Dec 2008 18:16:48 +0000

Because we’re often asked about comparisons between AgentOffice and other CRMs, and because many others have written about it, we’ll include our top 5 reasons to consider AgentOffice, and point you in the direction of a few of the online articles that exist.

AgentOffice is a complete package – for a single price. No need to purchase module after module.
AgentOffice comes networked out of the box. Get your users and assistants up and running quickly!
With AgentOffice you own all your data. If you stop using AgentOffice, you still walk away with your data. Make sure that’s the case with other CRMS.
AgentOffice is really easy to use. No steep learning curve at all!
Backing up and exporting your data is fast and easy with AgentOffice.

Check out what Gary David Hall has to say.

Check out what the folks at RealtyStar have to say.

Using Dave Beson’s Letters

admin — Thu, 04 Dec 2008 18:01:18 +0000

Although all of Dave’s letters can be used with Top Producer 6i, 7i, Microsoft Word, & Goldmine, we think it works best when used in AgentOffice.

These campaigns (letters and action plans) install from CD into AgentOffice in seconds and are simply the best prospecting, follow-up and keeping in touch content we’ve found on the market.

Once installed in AgentOffice you can select any one of the automated action plans and with the click of a mouse, launch a plan that will schedule each letter and mail merge the contact information on the day the letter is due to go out.

Desktop

admin — Mon, 03 Nov 2008 00:47:20 +0000

Easy to view, all-in-one desktop provides an electronic version of everything you normally have on your desk. Your contact list, appointment book, to-do’s and note pad are all available at the click of a mouse.

Contact Manager

admin — Mon, 03 Nov 2008 00:46:13 +0000

Searchable files for each client, including detailed family information, phone numbers, e-mail, website information and co-contact information. Categories and user defined fields for each client ensure you can easily set up groups for mail merge. Everything you need to know about your leads, active and past clients at your fingertips.

Listing Manager

admin — Mon, 03 Nov 2008 00:46:09 +0000

Keeps track of property details and notes for all your listings. Easy to do everything, from presenting potential buyers with a preview of any property and its features to scheduling showings, open houses, agent tours and tracking feedback.

Activity Planner

admin — Mon, 03 Nov 2008 00:44:55 +0000

Easily the most important module in your software. You have everything you need at your fingertips, but without a plan, you can’t be sure you will follow up CONSISTENTLY! It’s easy to manage client follow-up, listings and sales by using this powerful communication tool.

Set up a Past Client plan and never worry again that you’ve missed calling someone. New Listing Plan – each step automatically appears on your calendar or to-do list. New Lead Plan – never miss following up on another lead. The day’s business is there, reminding you to make the call or print the letter. Activity plans can also be launched with e-mail as your contact method. Write your own plans, choose from the plans and letters included or purchase the Dave Beson LetterWriters which import into your software to get you set up quickly!

Sales Manager

admin — Mon, 03 Nov 2008 00:43:07 +0000

Match buyers and sellers within your own database based on property feature selections and prepare net sheets for sellers. Calculate your commission, create dynamic CMA presentations and much more. Close on time every time. Track your sales every step of the way.

CMA Module

admin — Mon, 03 Nov 2008 00:42:30 +0000

Create CMAs from various MLS systems. Download listings directly from your MLS and create impressive presentations for sellers. Import information from your MLS Board using standard windows export/import protocols, or where your Board allows its members direct access to their RETS servers you can import with just a click.

Email

admin — Mon, 03 Nov 2008 00:41:38 +0000

In today’s real estate market, easy access to the Internet and e-mail is a must. Compose and send individual or group e-mails and each contact record records these as it does with word processing letters. Integrates with your existing e-mail server. Attach incoming to client files.

Scheduler

admin — Mon, 03 Nov 2008 00:40:03 +0000

On-screen tabs and drop down lists makes it fast and easy to plan and schedule all the activities associated with marketing, management and closing of any listing. Most functions provide on-time entry of information which flows through to other modules and automatically updates related files. Saves time and risk of duplication errors.

Create a new contact, plan an activity, enter a listing or e-mail from anywhere in the program. View and print activities by day, week or month with just a couple of clicks. Drag and drop capabilities make it easy to schedule and reschedule activities. Schedule for yourself or a team member – you can even schedule multiple activities for the same time period.