CRM

Release 2.20.

New Features and Updates: CMS Update: Autocomplete Suggestions in Website Search Bar We are thrilled to announce a significant improvement to our website search functionality. Users will experience autocomplete suggestions in the search bar and type ahead filters with this update. When a website user enters any character, suggestions matching the inputted value to the […]

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Release 2.19.

New Features and Updates: CMS Update: Source Specific for Preconstruction Projects in CMS We are excited to announce a new feature in our CMS that will greatly improve lead tracking and management for preconstruction projects. By introducing a source-specific preconstruction project, agents can now easily identify which project a lead signed up for, regardless of

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Release 2.18.

New Features and Updates: CRM Update: Lead Reassignment and Access Management in CRM We are thrilled to introduce a significant enhancement to our CRM that puts you in control of lead access when reassigning. This feature comes in response to specific client requests, offering improved lead management capabilities within your team. Key Features: Automatic/Non-Automatic Access

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Release 2.17.

New Features and Updates: CMS Update: Property Details Page Redesign in CMS We are thrilled to introduce a redesigned Property Details page in our CMS that offers a more engaging and user-friendly experience. This redesign enhances the presentation of property information, streamlines navigation, and aims to boost conversion rates for your real estate listings. Key

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Release 2.16.

New Features and Updates: CRM Update: Improved Navigation and Search Within the Email Template Section We are excited to introduce a user-friendly enhancement to our CRM’s email templates feature. This update significantly improves the user experience by allowing users to seamlessly navigate email templates, making it more efficient and convenient to access and use templates

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Release 2.15.

New Features and Updates: CRM Update – Improved AI Bot Settings with Stopping Clauses in CRM We are excited to introduce a significant enhancement to our CRM’s AI Bot settings, which empowers agents with greater control over the bot’s interactions with leads.  With the addition of “Stopping Clauses,” agents can now define conditions under which

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Release 2.13.

New Features and Updates: CMS Update: Expanded Listing Statuses for ITSO VOW Feed We are excited to announce a significant enhancement to our ITSO VOW feed, providing leads with a more comprehensive range of listing statuses. This update allows your leads to search for properties across various statuses, enhancing the property search experience. Additionally, we

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Release 2.12.

New Features and Updates: CRM Update: Introducing Client Training Courses in CRM Menu We are thrilled to introduce a valuable addition to the client CRM interface – the “Training Courses” menu option. This feature enables agents to access training courses directly from their CRM, providing a seamless and accessible learning experience. Key Features: Training Courses

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Release 2.11.

New Features and Updates: CRM Update: Enhanced Lead Alert Settings in CRM We are excited to announce a significant update to our CRM software, specifically to the Lead Alerts feature. With this update, we have introduced four new lead alerts, providing you with even more valuable insights into lead activities. These new alerts include Lead

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