Desktop & Personalisation

• Customise pages within the desktop
• Control which web parts you wish to view
• Change desktop layout
• Add RSS feeds

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Leads

• Create unlimited webform via wizard tool for integration onto your sites
• Stream leads in via an XML web service from remote applications
• Qualify leads.  Reject as SPAM
• Allocate leads to internal staff members
• Allocate leads to third parties
• Search leads
• View reports on lead activity
• Manage third party progression on leads

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Contact Management

• Manage buyers
• Manage sellers
• Manage solicitors/lawyers
• Manage all contacts
• Merge buyer and seller records
• Bulk re-assign buyers and sellers
• Bulk archive
• Store multiple buyer requirements
• Search based on buyer requirements
• Advanced contact search
• Save searches for contacts
• Share contacts with third parties
• Store contact activity
• Save contact enquiries
• Store contact appointments
• Save contact correspondence history
• Manage contact status
• Upload and associate documents with contact record
• Send individual emails to contacts
• Create custom fields
• Manage contact groups
• Manage contact sources
• Public company directory
• Import contacts
• Refer clients to HiFX for FX consultations

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Property

• Manage property listings
• Geo-coded property locations
• Upload multiple images documents for each property
• Descriptions in multiple languages
• Record room measurements
• Manage keys
• Advanced property search
• View search results on Google map
• Search using Google maps and distance boundaries
• Search your listings, sharing agent listings / all listings
• Save search results
• Refine search results
• Export search results to major portals
• Add custom fields to properties
• Create window cards
• Create handouts
• Create magazines
• Email property details directly to clients
• Save search as property alert
• Create property alert emails
• Manage property viewings
• Create viewing forms
• Manage offers
• Acceptance/rejection and withdrawals of offers
• Manage entire sales progression
• Customisable (drag and drop) sales progressions,
• Manage financial data after sale completion

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Rentals

• Manage all rental properties
• Graphical booking grid (drag and drop functionality)
• Booking grid can display short / mid / long term views
• Create unlimited costing structures using graphical grid (drag and drop functionality)
• Payment management
• Arrival management
• Departure management
• Cleaning management
• Search rental property
• Create window cards
• Create handouts
• Create magazines
• Add custom fields to properties
• Email rental property details directly to clients

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Developments

• Create and manage entire developments
• Upload images and documents for each development
• Manage developments by phase
• Live real time online availability
• Export availability lists to Excel
• Flexible, multi-level development group creation (blocks/ stairwells/wings etc...)
• Add custom fields for developments
• Development search tool
• Saved searches
• Search for developments via Google maps
• Unit search tool
• Investor metrics search tool
• Manage unit details
• Upload images and documents for each unit
• Manage unit types
• Add custom fields for units
• Manage sharing rights to agents
• Lockdown access to specific units for specific agents
• Take reservations online
• Manage entire sales progression
• Customise multiple sales progression
• Create window cards
• Create handouts
• Create magazines
• Invite agents to view your developments
• Manage agent collaboration requests online
• Send newsletter updates to agents

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Tasks

• To-do list of jobs
• Manage system schedule tasks
• Manage appointments via Outlook style calendar
• Branch managers can view activity of staff members
• Branch managers can add jobs for staff members
• Simple colour coding for overdue jobs
• Run reports on overdue jobs

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 Mailing

• Create an unlimited suite of letter templates
• Merge fields into letter templates
• Customise existing letter templates
• Create email newsletter campaigns
• Create unlimited newsletter templates
• Send test emails
• Send HTML and plain text newsletter campaigns
• Send to segmented lists of your contacts
• View real time reports of email delivery success / bounce rate /open rate
• View reports on geographical locations of recipients
• View graphical heat maps of newsletter campaigns of which links people clicked
• Schedule newsletters to be sent at specific times
• Automatically handle unsubscribe requests from email campaigns

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Reporting

• Prewritten reports for all business areas ready for immediate use
• Choose tabular or graphical reporting
• Advanced drill-down support
• Aggregate reporting functionality (sum, average, min, max, etc…)
• Flexible report builder with report save functionality
• Email reports
• Produce PDF print outs
• Schedule reports to multiple users (coming soon)

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Settings & Miscellaneous Features

• Manage unlimited numbers of branches
• Detailed roles and staff permission-based system
• Add and manage staff with levels
• IP and DNS restrictions per branch
• IP and DNS restrictions per user
• Password policies with forced changes and expiry dates
• Manage email templates
• Manage email settings, send emails via your own SMTP server
• Data import via XML
• Data export via XML
• Quick export of properties to major portal formats
• Custom proprrack XML data schemas

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Help & Support

• Quick start guides
• FAQ
• Knowledge base
• Quick tips (contextual)
• Full online help manual
• Access to proptrack community

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