Decide what each role may do and how much of the contact and deal book it sees, add your people and teams, and fit the deal stages, contact roles, property types and location levels to your market. One currency, one unit of area and one timezone apply across the workspace.
What goes in
What comes out
Four roles come built in, and you can add custom ones. Module by module, decide what each role may do. Then set how far its view of contacts and deals reaches: just its own records, its team's too, or the whole agency's. Everyone in the workspace can always see listings and properties.
Deal stages come in two sets, one for new developments and one for resale. Move stages up or down, hide those you never use, add new ones and attach extra fields to any stage. Locations run up to four levels, from the emirate down to the building, and can be imported from a CSV file.
Each agent links their own Gmail or Outlook, so emails and campaigns leave under their own address. An admin creates the user accounts with a starting password, which users can swap through Forgot password, sorts people into teams and picks yearly or monthly billing.
Raptor Neo The jobs it takes off an agent's desk, week in, week out.
Add the agents last, once roles, stages and the location map are in place.
Your own contacts and deals, plus those of the agents you manage.
Four levels of location, from the emirate through district and sub-community to the individual building.
The person who creates the account gets full access to every module and setting, and most configuration screens are kept for that top admin role. Email settings are the exception: each user connects their own mailbox.
Everyone manages their own profile and password.
An admin adds them and sets a password. They sign in with it, or use Forgot password to choose their own. Each active user takes one seat.
Deactivate them and their login stops working while their data stays, and their seat is freed. Delete a user and only the user record goes: their contacts and deals stay put, with no new owner assigned.
Presets can't be deleted, but you can hide any you don't use so they drop out of the forms. Stages, property types and amenities you add yourself can be removed.
Floor areas show in square metres or square feet, and every money amount, from asking prices to commission, uses the one workspace currency. Country, timezone and these defaults are set once for everyone.
At least 8 characters, including an uppercase letter, a number and a special character.
Start the free trial today, or book a demo and see it run on your own listings.
