Client360: A Real Estate CRM Review
As a real estate professional, managing contacts, leads, and deals can be a daunting task. With the increasing demands of the industry, having the right tools to streamline your operations is crucial for success. In this review, I’ll be covering Client360, a comprehensive real estate CRM designed to maximize efficiency, drive growth, and help you achieve your business goals.
Key Features and Benefits
Client360 offers a robust set of features that cater to the unique needs of real estate professionals. The software provides a centralized platform to manage leads, contacts, and properties, along with task management, meeting logs, and document collection tools. The CRM also comes with a dynamic dashboard that provides real-time insights and analytics to help you track your progress.
The system is designed to be scalable, allowing you to adapt to changing market conditions and expand your business with ease. With Client360, you’ll have the power to:
- Centralize data and automate tasks to reduce manual errors
- Nurture leads effectively with targeted marketing campaigns
- Streamline operations with intuitive workflows and reporting tools
- Collaborate with colleagues and clients through seamless communication channels
Functionalities and Features
As an administrator, you’ll have access to a range of features, including:
- Dynamic dashboard
- Lead management
- Contact management
- Employee and property management
- Task management
- Meeting and call logs
- Calendar
- Document collections
- Payment layout
Similarly, employees will have access to the same features, with the added ability to view and manage their individual tasks and responsibilities.
Technical Requirements
To set up Client360, you’ll need:
- A cloud server from Digital Ocean
- Full access to the server
- A Gmail account with login details
- App name and logo, color theme, and CRM name
Installation and Setup
Client360 offers a free setup service, which includes free domain mapping and SSL certificates. However, rebranding tasks, such as custom logo and color scheme design, will incur an additional charge of $173. Adding new payment gateways will also require a $499 setup fee.
Conclusion
Client360 is a powerful real estate CRM that offers a wide range of features and functionalities designed to help you manage your business more effectively. While the system requires a cloud server and some technical setup, the benefits far outweigh the costs. With Client360, you’ll have the tools you need to streamline your operations, grow your business, and succeed in the competitive real estate market.
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Here's the introduction and tutorial about using Client360 - a comprehensive Real Estate CRM platform. We'll cover the major functionalities and features of Client360, and provide detailed guides on how to perform essential tasks.
What is Client360?
Client360 is an all-in-one Contact Management and Real Estate Sales Technology platform designed to revolutionize the way real estate professionals manage their contacts and work with clients. Since 2005, the firm has been helping property advisors, agents, teams and brokerages to deliver enhanced customer experiences, save time, and increase referrals with its cutting-edge and streamlined CRM system.
This highly customizable and scalable contact database is specifically designed with flexibility in mind, thus being suitable for small office procedures, large corporate business organizations, and everyone between!
Api Endpoint
API Endpoint for Client360 REST API:
https://yourwebsite.com/api/api.php
Authorization Header
Set the Authorization header to be sent with requests:
Authorization: Basic YOURAPIKEY
Replacing YOURAPIKEY with the actual API Key provided to you by your Client360 account manager.
Here is a summary of the client's CRM, Client360 - A Real Estate CRM, in different features extracted from the content:
- Customer Benefits: Free Setup on Server, Free Domain Mapping, Free SSL Certificates installation, and rebranding/task completion with additional charges (@ $173 USD).
- Minimum Requirement for Setup: Cloud server from digital Ocean, Full access to the server, Gmail account with login details, app name and logo and color theme, CRM name.
- Product Information: Client360 - A Real Estate CRM, centralizes data, automates tasks, and nurtures leads effectively, optimizing operations and driving growth.
Features:
Admin Module:
- Dynamic Dashboard
- Lead Management
- Contact Management
- Employee Management
- Add Property
- Task Management
- Meeting Logs
- Call Logs
- Email Logs
- Calendar
- Document Collections
- Payment Layout
Employee Module:
Same as Admin Module
Logins:
- Admin Panel Login:
- URL: Client360 - Real Estate CRM
- Username: admin@gmail.com
- Password: admin123
- Employee App Login:
- URL: Client360 - Real Estate CRM
- Email Id: employee@gmail.com
- Password: 123456
What Will You Get:
- Frontend Code (React JS)
- Backend Code (NodeJS)
- MongoDB Collection
- Api Docs (Postman)
Additionally, the client receives supporting documents, such as API documentation, and screenshots illustrating the product's performance and functionalities.
Note: There are additional notes from the client regarding:
- Source And Credit: The client expresses their gratitude to various libraries, templates, and free sources, including Freepik, Jquery, and more.
- What's Included: They clarify that the included front-end code is created in React JS, while the back-end code uses NodeJS, and APIs in Postman.
- Setup Document: Link provided for the "How to Install Client360" guide.
- Employee App Login and Client360 Setup Document link for a tour of our CRM
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