Complete history of each contact: customers, owners, external partners, individuals or companies
Carried out visits, preferences, shown and rejected properties
Opportunities in which each contact was involved
Emails, notes, phone calls, surveys
Campaigns and newsletters: received, read and clicked per customer
Freedom to create tags to classify groups of contacts
Enrich profiles by creating questionnaires and surveys
Unlimited capacity to create tags for segmentation
The information is available and accessible in the contacts search engine
Real-time activity detection of customers and potential customer's presence on the web portal
Real time registration in the software with alerts to the sales force
Set the viewing and editing profilesof this information inside your organization
Detect, in real time, the presence of a potential customer on the web portal with an active opportunity and send an alert to the sales force to contact him.
Add a tag to those contacts who showed interest in investment properties, enabling a regular emailing of newsletters with bank owned properties.
Set the profile of the contacts inside the organization and the internal or external sales channels, regarding the use of information .