Your clients demand to be more involved with the process…and you want to not only accommodate their wishes, but make your own lives easier: the Digital Agent extension is the answer!
Enable open communications between all parties, yet always under your surveillance. Provide real-time information and changes, liberating your team from tedious tasks. Simply decide who gets to see what and let the Digital Agent do the heavy lifting!
Chat in real-time or by delayed messages, cross-reference Account Profiles with your available Properties inventory, accept viewing requests, entertain offers, allow the clients to select their favourites, and much more.
A platform adapted to each party
Although the key here is the integration of all data, your customers will see a simplified version, a customer-facing platform, making it most intuitive and useful to any age and level of technology savviness.
All data is centralised in Optima-CRM at all times, allowing you full control always. Communications between parties appears on the respective timelines of Accounts, Owners, Properties, etc.
Both Owners and Account have their own private access to an optimised platform made for their needs & with an optimal user experience. You control their access.
Owners can create their own properties (yet that's not a must) & make minor updates to some values. Accounts interested in their property are visible for electronic communication which is recorded in Optima-CRM while being delivered to the respective Account. Viewings can be confirmed, offers countered, etc.
Accounts can create & update their preferences in their profile, generating relevant properties in real-time. Relevant properties are visible for electronic communication with their Owner (or the Agency if not an Own listing) which is recorded in Optima-CRM while being delivered to the respective Owner. Viewings can be requested, offers created, etc.
Only accounts who have selected a property of the owner as one of interest. This can be set by both the Account as the Agency.
Only Owners of selected a properties as of interest. This can be set by both the Account as the Agency. When a property is listed by another agency (via Optima-MLS for example), your Agency will be contacted directly.
Relevant & available properties based on their Profile only. They can then elect to mark them as ‘interested’ or reject them, after which they will remain in a rejected properties section.
Besides the Agency, the Account can update their Profile and preferences at any moment, dynamically updating the Relevant properties list.
You enable an Owner or Account to sign-up. The sign-up form automatically creates a user in CRM with a special role. Ultimately the Agency Admin can invoke or revoke the access.
Special user licenses exist and are based on the quantity of users, whereas the more users you have, the lower the cost per user becomes. You get billed for the highest amount of users in the past month automatically. This guarantees you only pay for the amount of users you really had.
Simply contact our support in writing to activate the Digital Agent extension and you’re ready to go!
Absolutely! Same as Optima-CRM, all our extensions can be personalised by you so you make the solution truly yours! Impress your clients with this sophisticated solution in your name & branding.
Yes you can. Drive your clients to the login from your site.
Make it yours easily
Whether you need to create your own brand internally, for a network or group you control, or your customers, personalisation settings are only a few clicks away!
We build solutions that accelerate your business
Who better than our successful clients know what's happening in their world? Hence we consider our clients 'our partners' and jointly define the next new things. Since we do this on a global scale, our users locally benefit from advanced new processes that eventually will land also in their region.
Let us know what's important in your opinion and we will seriously review it.
We're known to implement around 80% of the requests we receive.
Thanks to the global model, you benefit early before your competitors of the newest ways to transact.
Improvements to solutions you have licensed are on top free! This way you grow together with us.
