Contact Management for Real Estate Agents
Having a dependable contact management system is essential! With onOffice enterprise, you can keep all your contacts organized and up-to-date.
Effortless Online Contact Management
Contact management is our core feature. Keeping your contacts well-maintained is key to your success. With an organized database, maintenance is a breeze. onOffice enterprise’s contact management surpasses typical real estate CRMs: Contacts and properties are seamlessly integrated, ensuring comprehensive documentation. You’ll see that your contact database practically takes care of itself.
Benefits of Contact Management
Say goodbye to administrative hassle. Manage your contacts quickly and easily – your data is always at your fingertips. Enjoy exciting features:
Automated Contact Completion
Missing data? No problem – let your contacts update their information! It’s simple with an online form via email, keeping your database always up-to-date.
Customized Search Profiles
Your contacts can create their search profiles, helping you find the perfect property for each client. This speeds up sales and increases customer satisfaction.
Easy Mass Mailing
Easily send newsletters, birthday wishes, or New Year greetings with personalized mass emails. With just a few clicks, you can reach all your contacts or create custom filters.
Security and Compliance
Our online forms meet revocation requirements: All customer-confirmed details (e.g., revocation instructions) are automatically updated in the database.
Here’s how our Contact Management system works
We’ll guide you through creating and configuring your contacts using our contact management system – it’s straightforward and hassle-free.
Our Contact Management offers more
Let’s start with the basics
Here, you’ll find everything you need, such as key information like your customer’s address, phone number, or email. Add a picture and assign a contact category: individual client, company, or estate?
Curious about more exciting features?
Here’s a sneak peek. In addition to search preferences for prospects, you’ll get customizable overviews, automatic contact data completion, hierarchical contact linking, and much more. Manage your contacts effortlessly in compliance with GDPR.
Teamwork makes the dream work
Use our contact management system as a team. All team members can access the system and its stored data. With automatically saved activities, everyone can track the complete history of customer interactions.
Which versions does it come with?
The contact management feature is included in all three versions of onOffice enterprise:
- onOffice enterprise essential
- onOffice enterprise premium
- onOffice enterprise expert
Here’s how our Contact Management system works
We’ll guide you through creating and configuring your contacts using our contact management system – it’s straightforward and hassle-free
Training video: Basic - create and manage addresses
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What Our Customers Say
onOffice enterprise for their advisors to focus on what sets the company apart: expert and personalized client care, nurturing long-term business relationships. They trust onOffice enterprise’s address management to log and document all activities, making client engagement not just transparent but comprehensive.
Sascha Braun – Managing Director of Pflugfelder Immobilien Treuhand GmbH
FAQ
We answer common questions about contact management.
Absolutely, you can import data into onOffice’s contact management. We have dedicated data migration services for this purpose. The specific data you can import depends on your previous provider, but typically, we support importing contact and properties via standard interfaces like CSV or Openimmo. Your sales representative can provide more details.
Certainly – your data is our top priority. onOffice places great emphasis on data security, employing modern encryption technologies to safeguard your data from unauthorized access.
Any Questions?
