1 of 26: Company Screen
You can view the contacts at a company, properties they own, spaces they occupy as well as all the history, projects and unlimited notes entered.
2 of 26: Contact Screen
Detailed information including unlimited addresses, phone numbers and email addresses. Track specifics about tenants, investors, agents, vendors and friends. Sync to outlook.
3 of 26: Projects / Deals Screen
The system tracks all your deals and leads including the current status of each. You can also track commissions in the system.
4 of 26: Property Screen
Track all property details including unit mix, rent roll, owner, agent, property manager and all the specifics such as size, stories, parking, parcel, zoning, class...
5 of 26: Space Screen
Link tenants to the space they are in. Track detailed information about their lease and link the space to the property.
6 of 26: Sales Comparables Screen
Detailed information about the property including all the financial information. Link the comp to the property it references making it easy to see the history of a property.
7 of 26: Lease Comparables
Track historical lease information including the contacts involved in the deal, deal date, days on market and all the particulars. Link to a tenant or space to see the history line.
8 of 26: Calculator Amortization Schedule
The CRM real estate calculator has six different functions. This is an example of the amortization schedule. You can export this to Excel and retain all the formulas.
9 of 26: Calculator Lease Analyzer
Analyze leases in minutes using the CRM Lease Analyze calculator. See effective rent for both tenant and landlord as well as sale value.
10 of 26: Calculator Proforma
Using the proforma calculator you can quickly analyze and income property and get back results. You can export to Excel and our program will create the formulas for you.
11 of 26: Calendar Daily View
You can view one day or multiple days by selecting dates in the daily view. You can view just your events including finished events. You can also sync your calendar with Outlook.
12 of 26: Calendar Week View
Using the week calendar you can add/edit and delete events in a weekly view of your activities. You can turn on or off finished events and timeless events.
13 of 26: Calendar Monthly View
View your events as a month. Multiple day events span the calendar in bands. You can add/edit and delete events from this view as well as print the calendar.
14 of 26: Training Video Library
You can watch over 100 training videos in our video library. These include short lessons on a variety of subjects as well as recordings of the live webinars we do.
15 of 26: Mapping
You can automatically map a single record or a group of records from anywhere in the system.
16 of 26: Manual
Our 462 page manual is always available to you from the Help menu in the desktop. The manual is searchable and has an index to help you find items.
17 of 26: Calendar Daily Report
Print your daily calendar in several formats. This view shows you the standard daily calendar format. You can print it in color or black and white or save as a PDF.
18 of 26: Calendar Weekly Report
Print your weekly calendar in several formats. This view shows you the standard weekly calendar format. You can print it in color or black and white or save as a PDF.
19 of 26: Calendar Weekly Report
Print your monthly calendar in several formats. This view shows you the standard monthly calendar format. You can print it in color or black and white or save as a PDF.
20 of 26: Commission Splits
Using the various commission reports you can slice and dice your commission schedules in many formats. Including weighted revenue prognosis.
21 of 26: Project by Team Weighted
This is an example project showing the status of the deal, expected close, deal amount and commission as well as a weighted commission.
22 of 26: Contact List
There are quite a few different contact reports included. This one shows a list of contacts but you can get as detailed as you like.
23 of 26: Marketing Reports
Marketing reports are automatically generated from your history. The CRM offers you many different formats to choose from.
24 of 26: Multi-Family Sales Comparable
We have property reports for many property types. This is an example of a Multi-Family report you can run.
25 of 26: Office Lease Comparable
You can print all your lease comparable using the different reports formats provided. Filter your database for the comparable you want and print away.
26 of 26: Property Profile
The CRM contains profile reports for each property type. This is an example of a generic property with a rent roll. Each report type has different properties.