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.
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.