Explore How Acquaint can help your property business

Acquaint CRM is packed with features designed to cut down on as much repetitive admin as possible leaving you and your staff more time to develop your business. The system is designed to be scalable from single user, to multi-user, multi-branch or even franchise models. Simple configuration allow you to customise Acquaint and set permissions, views and security levels for your staff.

Contact Management

• Store all your contacts in one, easily searchable, place
• Produce letters – seamlessly merge information and create letters, forms and contracts
• Produce emails – bespoke or templates
• SMS Texts – attention grabbing alerts – new instructions and reminders
• Store notes, tasks, full correspondence and reminders

Properties

• Easily add properties for sale for rent
• Unlimited photographs, and attach floor plans, virtual tours, audio tours and BER cert’
• Upload to your website, property portals and social media in one click
• Produce brochures, window cards and property lists
• Easily search by partial address
• Manage keys and boards

Lettings & Lettings Management

• Create and maintain tenancies
• Track property maintenance with work orders
• Allow tenants to submit online maintenance requests
• Handle all certificates, receive automated reminders of expiry
• Utility suppliers and meter readings
• Inspection reminders at your prescribed intervals
• Rent reviews and reminders

Application Matching & Marketing

• Sales & lettings applicants in one place
• Easy one click matching of applicants & properties
• Send property details by email, SMS and post
• Browse matches on screen
• Full match history stored against both property and applicant with feedback notes

Sales & Sales Progression

• Configure your own milestones for sales progression
• Visual chain
• At a glance dates for contracts, searches, additional enquiries and surveys
• Allocate properties to staff for progression
• Produce branded invoices for commission

Client Accounting

• Double entry accounts
• Produce automated branded invoices, statements and receipts
• Collect and process rent payments
• Batch payment of landlords and contractors
• Track deposits
• Export financial data
• ‘One click’ end of year statements for landlords

Diary & Appointments

• Full office diary, with day / week / month view per User / Department / Branch
• Print your day’s diary with viewing notes, contact telephone and key numbers for each appointment
• Send appointment confirmations and notifications by Emails and SMS text
• Automatic follow-up reminders
• Links to contacts, properties and stores feedback
• Send automatic viewing feedback requests to buyers via email and SMS text
• Synchronise with MS Outlook and mobile phones

Telephony Integration (TAPI)

• Screen pops for incoming calls
• See client’s name and open their record from the screen pop
• Create a new contact record from the screen pop
• Initiate one click outgoing calls
• Call logging and reporting per User / Branch
• Works with any TAPI 2.x compliant telephone system

Reporting

• Vendor, landlord, and contact reports
• Property reports
• Lettings reports
• Diary reports
• Financial reports
• Print, preview on screen, email and export

Integration & Working with 3rd Parties

• Seamlessly post property listings to portals, your website and social media
• Import registration emails from property portals
• Import and store emails, sent and received from Outlook
• Export data and reports to Excel, PDF, etc