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One Solution for the residential Sales & Letting Profession
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Tel: 00 353 1 497 7705
Training on all elements of Acquaint CRM
Lettings & Lettings Management
| Manual | How to create tenancies |
| Manual | How to track property maintenance requests with work orders |
| Manual | How tenants submit maintenance requests online |
| Manual | How to track all certificates & receive automated reminders of expiry |
| Manual | How to check out a tenant |
| Manual | How to track inspection & rent review reminders |
Contact Management
| Manual | How to store all your contacts in one, easily searchable, place |
| Manual | How to produce mail merge letters |
| Manual | How to manage & create email templates |
| Manual | How to send SMS Texts – attention grabbing alerts – new instructions and reminders |
| Manual | How to Create notes against vendors, buyers, contractors & properties |
| Manual | How to create & assign tasks to team members |
| Manual | How to record all client & property interactions |
| Manual | How to record buyer/tennant requirements |
Client Accounting
| Manual | How to manage all client’s monies |
| Manual | All about invoicing |
| Manual | All about statements |
| Manual | All about receipts |
| Manual | How to process tenant/landlord payments |
| Manual | How to generate a batch payment file for landlords and contractors |
| Manual | All about deposits |
| Manual | How to export financial data |
| Manual | ‘One click’ end of year statements for landlords |
| Manual | All about bank reconciliations |
Properties
| Manual | How to add properties |
| Manual | How to produce brochures, window cards and property lists |
| Manual | How to search database for properties & contacts |
| Manual | How to manage boards |
Applicant Matching & Marketing
| Manual | Easy one click matching of applicants & properties |
| Manual | How to send property details by email & SMS |
Diary & Appointments
| Manual | Links to contacts, properties and stores feedback |
| Manual | Send automatic viewing feedback requests to buyers via email and SMS text |
| Manual | Synchronise with MS Outlook and mobile phones |
Reporting
Integration & Working with 3rd Parties
| Manual | How to import registration emails from daft/myhome and save all client emails |
| Manual | How to integrate Acquaint CRM with Planet Verify |
| Manual | How to integrate Acquaint CRM with Inventory Base |
| Manual | How to integrate with Mailchimp |
| Manual | How to automaticall upload properties to Facebook & Twitter |
| Manual | How to integrate Acquaint CRM with your telephone system (TAPI) |
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