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Quick Connect – Prospective Clients to Relevant Agents using CRM

How far a real estate agency can go to achieve higher productivity. This is a very smart client who not only understands but explores perfect technical possibilities to manage complex tasks.

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Their Need:

  • 5 office locations in US, hundreds of counties and active agents.
  • How easily a prospective client can be offered right agent in his or her nearest location to show property in the counties of their interest ?

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What we did:

  • Modifications and conditions in the existing CRM system.
  • Added a new field – Suburb for any new Town report added or edited.
  • Allocate relevant agents for the Suburb added by simple auto suggest text input.
  • when an inquiry is received, select agents – add a note and click to send as an email to agent as well as the inquiring prospect.

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Now client don’t need to find from Agent list- who to assign an inquiry. Only couple of clicks and Prospect connects right Agent.

Let us know if you needs more information on this

Do You Need More Information ?

For any further information / query regarding Technology, please email us at [email protected] OR call us on +1 630 861 8263, Alternately you can request for information by filling up Contact Us



This post first appeared on CRMTiger | VTiger Customization, please read the originial post: here

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Quick Connect – Prospective Clients to Relevant Agents using CRM

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