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| Below, we have listed some of the many features available with TransactCRM. These features can be integrated into your current website, built into your new website, or customized to fit your needs. |
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| Standard tools & features... |
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Website Activity Tracking |
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Company News & Updates |
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Contacts & Leads Manager |
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Manage Server & Email Accounts |
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Manage Property Listings |
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Manage Agent Profiles |
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Manage Website Content |
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Community Information & Profiles |
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Service Providers Directory |
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Preferred Lenders Directory |
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Listings Activity Reports |
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Agent Activity Reports |
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Manage IDX Services |
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Track User Activity |
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Manage Email Responders |
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Business Tools & Links |
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| Account Dashboard |
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Stay updated on overnight trends and new leads with your dashboard |
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Keep employees updated on company news & policies |
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Quick access to managing your server and email accounts |
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Stay updated on the latest upgrades and tools from OSI Studios |
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Manage your account settings, login and contact information |
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| Contacts & Customers |
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Store and manage your customers and contacts |
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Access your contacts information from any computer with Internet access |
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Quickly identify and track new sales leads |
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Assign new web leads to your sales agents |
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Manage your list of vendors and select providers to display on your website |
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Print phone directories & mailing lists |
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Track the activities of your registered users throughout your website |
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| Manage Property Listings |
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Add property listings to your website |
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Include unlimited photographs to each property |
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Select featured properties to be displayed on specific pages within your website |
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Categorize your properties as Active, Sold, Pending & Hold |
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Upload supporting documents for your listings (pdf format only) including soils reports, etc. |
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Add, edit and manage rental properties on your website |
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Upgrades allow you to include property mapping, instant payment calculators,
property flyers, email listing to a friend and more |
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Each listing contains room for bulleted features, description, virtual tours, and more. |
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| General Website Content |
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Update your website content anytime, from anywhere |
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Add new articles and information for Home Buyers, Home Sellers and Mortgage |
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Manage your company profile, buyer services and seller services descriptions |
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Manage your Preferred Lenders directory (optional - potential revenue stream) |
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Manage your Local Service Providers directory (optional - potential revenue stream) |
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Create/Upload newsletter, specialized articles |
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| Manage Community Information |
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Add community profiles to your website |
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Create and manage your local attractions directory, including your "favorites list". |
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Provide consumers with detailed information on utility companies, city services and more |
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Manage your local schools directory and links |
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Create and manage your list of local links - improve your search engine rankings |
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Provide your visitors with local news and information |
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Feature home listings from specific communities |
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| Agent Accounts & Profiles (Brokers Only) |
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Create new accounts for each of your real estate agents |
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Manage the business profiles, contact information and photos for each of your agents. |
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View Activity logs for each of your agents including number of listings, contacts, and leads |
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Agent profiles include fields for a professional description, education, designations,
awards, six bullet points to describe their specific services, link to their personal website
and more (see agent accounts for more details) |
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| Agents Access & Tools |
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Each of your agents has their own unique account & login information |
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Manage their business profile and contact information |
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Personal contacts database and lead tracking |
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Assign company leads to individual agents |
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Upload home listings to the company website |
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View profile and listings activity logs |
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| Additional Tools & Resources |
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Manage Your IDX Services (with IDX account) |
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Transaction Manager for Buyers & Sellers (Available October 15th) |
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Create Company & Customers Photo Gallery (upon request) |
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Tasks & Scheduling Features (Available October 15th) |
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Third party application integration - TransactCRM works with various third party
software including Outlook, Salesforce.com, Gooder Reports and other advanced
marketing tools (Ask your sales rep for specific integration tools and procedures) |
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| For more information on , please call (800) 379-2950 or send email to sales@osistudios.com. |
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