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Training on all elements of Acquaint CRM

Lettings & Lettings Management

ManualHow to create tenancies
ManualHow to track property maintenance requests with work orders
ManualHow tenants submit maintenance requests online
ManualHow to track all certificates & receive automated reminders of expiry
ManualHow to check out a tenant
ManualHow to track inspection & rent review reminders

Contact Management

ManualHow to store all your contacts in one, easily searchable, place
ManualHow to produce mail merge letters
ManualHow to manage & create email templates
ManualHow to send SMS Texts – attention grabbing alerts – new instructions and reminders
ManualHow to Create notes against vendors, buyers, contractors & properties
ManualHow to create & assign tasks to team members
ManualHow to record all client & property interactions
ManualHow to record buyer/tennant requirements

Client Accounting

ManualHow to manage all client’s monies
ManualAll about invoicing
ManualAll about statements
ManualAll about receipts
ManualHow to process tenant/landlord payments
ManualHow to generate a batch payment file for landlords and contractors
ManualAll about deposits
ManualHow to export financial data
Manual‘One click’ end of year statements for landlords
ManualAll about bank reconciliations


ManualHow to add properties
ManualHow to produce brochures, window cards and property lists
ManualHow to search database for properties & contacts
ManualHow to manage boards

Applicant Matching & Marketing

ManualEasy one click matching of applicants & properties
ManualHow to send property details by email & SMS

Diary & Appointments

ManualLinks to contacts, properties and stores feedback
ManualSend automatic viewing feedback requests to buyers via email and SMS text
ManualSynchronise with MS Outlook and mobile phones


ManualAll about reporting

Integration & Working with 3rd Parties

ManualHow to import registration emails from daft/myhome and save all client emails
ManualHow to integrate Acquaint CRM with Planet Verify
ManualHow to integrate Acquaint CRM with Inventory Base
ManualHow to integrate with Mailchimp
ManualHow to automaticall upload properties to Facebook & Twitter
ManualHow to integrate Acquaint CRM with your telephone system (TAPI)
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