Message Alerts

Pipeline Updates & UI Refresh ๐Ÿ“ˆ๐Ÿ’ฆ

May 29, 2026

New. Improved. Close deals easier and faster!

Enjoy a cleaner, faster UI interface that's easier to navigate than ever. Create multiple pipelines with custom stages, so buyers, sellers, and leads each get their own streamlined flow โ€” and switch between them in a click. Our new Leads Pipeline makes it simple to track prospects before they become deals. Plus, updated checklists let you schedule a single task or an entire workflow with ease. Less clicking, more closing! ๐Ÿ˜


Zapier Integration โšก๐Ÿ”„๏ธ

February 2, 2026

Automate Your Workflow with RealOffice360 and Zapier - Now in Beta

With our new Zapier integration, RealOffice360 connects to hundreds of other real estate apps โ€” no coding required. Automatically create leads from Facebook ads or website forms, sync new contacts to your mailing list, or log them straight to a spreadsheet the moment they come in. Less manual work means more time for what matters: your clients. This exciting integration is currently in Beta and available on Premium plans.


Daily Planner ๐Ÿ—“๏ธ๐ŸŒž

May 20, 2025

Start your day knowing exactly what needs to happen!

The new Daily Planner brings your routine checklist, schedule, and follow-ups into one place each morning. Set personalized drip campaigns for birthdays, home anniversaries, and reviews so clients always hear from you at the right moment. Turn on the Daily Planner Agenda email and pick your time โ€” your to-do list will land in your inbox before you even open the app.

Stay organized, stay top of mind, and start every day ready to win. ๐Ÿš€


Scheduled Maintenance + New Updates ๐ŸŽ‰

March 19, 2025

Hello RealOffice360 community! ๐Ÿ‘‹ Just a quick heads-up that we'll be performing scheduled maintenance on Thursday, March 20th, from 9:00 PM to 12:00 AM EDT. During the maintenance period, the RealOffice360 platform will be temporarily unavailable.

Please be sure to finish up any important tasks and log off beforehand. Stay tuned, we have some exciting product updates for you in the coming weeks!

Thanks for your understanding,

The RealOffice360 Team


Client Insights, Virtual Assistant & More! ๐Ÿคฉ

Dec 17th, 2024

Hi Everyone,

Weโ€™re thrilled to announce some exciting enhancements rolling out over the next few months! Our mission remains clear:

To kick things off, weโ€™re introducing four key updates:

  • Message Alerts โ€“ Stay informed with regular updates about what weโ€™re working on and where weโ€™re headed.
  • Feedback System โ€“ Share your thoughts with us! While we may not respond to every submission, your collective feedback will shape our future improvements.
  • Virtual Assistant โ€“ Meet your new Virtual Assistant: B.O.B.E. (pronounced Bobby). B.O.B.E. stands for Book Of Business, but can you guess what the "E" stands for? Let us know your guess by using the "Leave Feedback" button at the top of this article.
  • Client Insights โ€“ This is the backbone of your business. You can find the Client Insights tab in any of your existing contacts. Let B.O.B.E. take voice notes for you and automatically file the results! And this is just the beginningโ€”stay tuned for the next stage of Client Insights, designed to make building your Book of Business even easier!

Your input is invaluable to us. Together, we can make this platform even better for you!


New Message Notifications Feature ๐Ÿ—จ๏ธ

November 26, 2024

We're launching the new Message notifications feature to provide you with helpful tips, exciting product updates and productivity hacks.

Stay tuned for the release of the new Client Insights section to make it easy to gauge your relationships and convert Contacts to Clients.


Goal Calculator. New and Improved. ๐Ÿ“ˆ

October 15, 2024

We're excited to announce that we made some updates to the Goal Calculator. You will be able to either:

  • input your desired Income and we'll calculate how many Clients you need to generate that steady yearly income
  • input your existing Client* database size and we'll tell you how much Income that database may produce each year

*In RealOffice360, Clients are defined as individuals with whom you have a deeper relationship, whose current needs, motivation and resources you know. This includes those for whom youโ€™ve filled out the Client Insights section or anyone with whom youโ€™ve completed a transaction within the past year.
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