Contact Management for Real Estate Agents
Uncertain about the correct contact? Contact management is here to help you maintain control and keep track of all your important contacts.
Your Contact Management Software
Managing multiple contacts with different points of contact can be overwhelming. Fortunately, onOffice enterprise’s contact management system is here to help. By categorizing contacts into companies, inheritance communities, or private clients, you can easily visualize your contact network using a clear tree structure. Take control of your contact management and excel in networking!
Benefits of Contact Management
Establishing strong customer relationships relies on a dependable contact management software. Unlock even greater efficiency in managing your contacts with our enhanced solution!
Cluster with Legal Entities
Distinguish between natural and legal persons – they have different requirements. Align your internal processes precisely with the type of contact, simplifying your workflows.
Categorize Contacts
Private and business customers, associations, umbrella organizations, owner and inheritance communities – the system provides specific levels for these. Customize the contact categories to suit your needs.
Hierarchies for Clarity
Easily visualize different levels of information with a glance using a tree diagram. This feature is especially valuable for ensuring clear contact management, enabling you to effectively categorize and organize entities like companies, departments, and positions.
Transparency through Networking
Who is related to whom and in what way? View all activities of subordinate data sets in the superordinate data set. This keeps you always up-to-date and well-informed.
Contact Management Directly in the Software*
Learn more about Contact Management in onOffice enterprise.
*Currently available in the following languages: German
Which versions does it come with?
The Contact Management feature of onOffice enterprise is included in all three versions:
- onOffice enterprise essential
- onOffice enterprise premium
- onOffice enterprise expert
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What Our Customers Say
We use contact categories for projects where companies are involved with entire departments. We can immediately see who is responsible at which level and have all activities across the board in chronological order. The biggest benefit in daily operations, however, is with owner communities. We can trace the process at any time, even if the contact person changes. When it comes to legal questions, we don’t have to laboriously search through individual data sets for activities. It’s really practical and makes our work easier.
Caroline Klinghammer, fbak Service- und Vertriebsgesellschaft mbH
Training Videos on Contact Management*
Curious about the process of mapping contact relationships? Our comprehensive training video provides a detailed walkthrough of everything you need to know about contact management.
*Currently available in the following languages: German
Mapping address hierarchies
Any Questions?
