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

Email Marketing
  • 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.

Tasks and Appointments
  • 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

Inspection Reporter
  • 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

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