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ease
features
design
support

Average Ratings 0 Ratings

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ease
features
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support

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Description

Customer Relationship Management, commonly known as CRM, encompasses a wide range of concepts and tools. Optima-CRM stands out as a specialized software for the real estate sector, emphasizing tried-and-true methods that empower you to effectively manage your business and team dynamics. It caters to users of all experience levels, from seasoned professionals to beginners. This software accommodates various real estate transactions, including residential, commercial, industrial, and land dealings, allowing you to oversee everything seamlessly from any device, at any time. Unlike other platforms that have hit a plateau, Optima-CRM continually evolves by incorporating new features that respond to shifts in the market and international trends. The direction of our development is significantly influenced by feedback from our global user base. Additionally, our platform supports multiple languages, enabling you to operate in the language you feel most comfortable with. To enhance your experience, our multilingual support team is readily accessible via phone, email, chat, tickets, or even in-person visits, ensuring assistance is always available when you need it. This commitment to support and adaptability sets Optima-CRM apart in the competitive landscape of real estate management software.

Description

TCWorkflow is brimming with features tailored to enhance your efficiency while saving you both time and money. Each of your transactions is centered around the essential tasks you must accomplish. Our task management tools empower you to develop reusable templates that can be utilized repeatedly. With these innovative task templates, you can pre-assign tasks to yourself or your colleagues, automatically schedule task dates to sync with your Google or Outlook calendar, and establish dependencies between tasks or transaction dates. Additionally, you have the flexibility to color-code your tasks, designate them as recurring, pin them for easy access, mark them as milestones, and even create hierarchical relationships where one task's completion is contingent upon another. Effective communication stands as the cornerstone for any thriving real estate professional, ensuring that every team member is aligned and informed throughout the process.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Dropbox
Google Drive
Google Workspace
Microsoft Outlook

Integrations

Dropbox
Google Drive
Google Workspace
Microsoft Outlook

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$49 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

OptimaSys Group Spain

Country

Spain

Website

optima-crm.com/en/

Vendor Details

Company Name

TCWorkflow

Country

United States

Website

www.tcworkflow.com

Product Features

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Property Management

Billing & Invoicing
Commercial Properties
Contact Management
Credit Check
Expense Management
Insurance Management
Landlord Database
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking
Website Management

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Product Features

Email Template Design

A/B Testing
Code From Scratch
Drag & Drop Editing
Image Library
Import HTML Code
Mobile-Friendly / Responsive
Potential Issue Identification
Premade Templates
Proofing
Reporting / Analytics
Text Editor
Theme Editor

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

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