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RealOffice360 CRM

Getting Started

Frequently asked questions to help you get started with RealOffice360 CRM

8 articles

Contacts

Create, import, export, and manage Contacts in RealOffice360 CRM

14 articles

Contact Profile

A Contact's info, deals, conversations, tasks, followups, etc. in one place

10 articles

Email

Connect your email, send single and bulk emails, manage email templates

8 articles

Deal Pipeline

Visually tracks sales opportunities from initial contact to closing.

16 articles

Schedule

Schedule tasks, recurring followups, birthdays, anniversaries, etc.

10 articles

Transactions

View, manage and export your past transactions such as won & lost deals.

8 articles

Commission

Set, manage and track your deal commission in RealOffice360 CRM

3 articles

Lead Capture

Automatically bring your website leads into RealOffice360 CRM

16 articles

Integrations

Current and future integrations available in RealOffice360 CRM

29 articles

Team Collaboration

Explore the team collaboration features offered in RealOffice360 CRM.

10 articles

Account Management

Manage account, subscription and billing in RealOffice360 CRM

5 articles

Customization

Customize RealOffice360 CRM to suit your real estate business needs

5 articles

RealOffice360 Broker

Overview

Introducing the new management portal for your brokerage or organization.

2 articles

Agents

View and manage your agents' licenses and access to RealOffice360 CRM

1 article

Leads

View, manage and track the activity of your brokerage website leads

1 article

Assignments

Assign leads to your agents and monitor the progress towards closing those deals

1 article