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Powered by
Technology. Driven by Customer Support.
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Client
Communication - Manage client projects and engagements
Collaboration and
Tracking - Coordinate clients, vendors and services
Document
Management -
Manage and collaborate on documents
Project
and
Event Management - Use group calendars and tasks vital to
teams
The power comes from you being able to manage your own web based, versatile
system. In the world of brokerage and development, it’s all about managing
the current project or deal and that takes a lot of data, contacts,
documents and time tested processes. The years have taught us that the key
to success is taking some of the frustration out of managing the people,
processes and information that are vital to everyday business. ClientSpaceCustom© is customized
into Toolkits to provide a platform to stay connected and retrieve
and distribute information from virtually anywhere, anytime, thereby
enhancing relationships while at the same time lowering costs. We help
people work smarter to give them time for new business opportunities.
Just using some of the
features of the built in CRM-Customer Relationship Management component for
prospecting and tracking current and past clients puts you in a position to
be better than your competitors. You can easily track property data,
ownership, lease data and tenant information, transaction details and
more. You’ll always know what you’ve said and sent. Whether you work
alone or are part of a small or large office, ClientSpaceCustom© gives you levels
of customizable security that fit your situation.
Of course, you
get a framework to easily set up projects for document storage and
sharing. Message boards, common calendars and customizable tasking,
together with the ability to build automated processes enable you to get
the right task done at the right time by the right person. All of this
creates the kind of collaboration that helps your bottom line and pleases
your clients. And because ClientSpaceCustom© lets you
customize nearly everything, you’ll see results immediately.
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