RealEstateCRM.io is the best software to manage your property listings and have integrated and easy to use the feature to distribute your listings to property portals, your website, advertising platform as Facebook and Google to do remarketing. Save time and generate more leads! In this guide, we will show your […]
Import property listings from Excel/CSV?
If you have property listings in excel/CSV you can import your listings easily into RealEstateCRM.io. It works for Property listings and Projects/buildings. Requirements: CSV file with your listing (follow this guide to save a CSV file from excel) Follow this guide: Go to the Property Listings Management page Click on […]
How to configure Company SMTP Email server – Outgoing emails?
This is an advanced technical guide intended for company managers with a technical background. If you need help doing so please request services from the support team. RealEstateCRM.io allows you to configure your own SMTP email server so all the emails will be sent from your SMTP email server and […]
How to add Google account to RealEstateCRM.io? [advanced/premium]
This guide is part 2 of this guide “How to create and configure Google developer account?” so make sure you have a google developer account and OAuth credential for RealEstateCRM.io, and also a Google Workspace active account.. The native Google Workspace Integration which allows all users from your company to […]
How to create Google Account and configure for RealestateCRM.io? [advanced/premium]
This guide is intended for advanced users with a Company manager account and a subscription plan “Premium”, and for companies using Google Workspace (ex: google suite). if you need help to integrate and configure your google account, please contact support. After processing those steps all the users within your plan […]
How to use Comments to keep record and communicate with your team?
The comment module is available in most of the modules (contacts, leads, opportunities, deals, listings…). It allows you to write comments related to a specific record. Write some text and press the button You can also mention a user from your team by entering @, the list of users will […]
Overview of the Users Access, Roles and Permissions
This article is intended for company managers and users with admin roles. How data and organized and User permissions work? Permissions are an important part of RealEstateCRM.io as you can control the modules and records a user can have access to, and also the actions he can perform (browse, create, […]
Let’s start the right way!
We made RealEstateCRM.io be the highest standard and easier way for your company to adopt the right processes, but also as a flexible solution that adapts to your company’s needs, standards, and processes. We provide you a tool and a framework to be more organized, to increase collaboration in your […]
How to organize your data (basic)?
In order to be efficient and increase productivity, it’s important that your data be well organized and your whole team be aligned with your company process. RealEstateCRM.io allows you to easily organize your data and make sure your organization adopts high standards. Our solutions were developed for real estate professionals […]
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