The optimal addition for the process manager: Automate standard procedures with process packages.
Acquisition, data maintenance, HR processes, or lead management: the same procedures always pop up, costing valuable time. Wouldn’t it be nice if they could be automated? That’s exactly what our process packages are for. They cover typical tasks in a real estate agent’s daily routine and can be individually adapted to your software. Focus on your core business and let the onOffice process packages handle your routine tasks.
Overview of Our Process Packages
With a total of nine process packages, you cover a wide range of standard tasks. Ready to save more time?
Keep track: the process manager sets the acquisition date based on the status. See the acquisition funnel and status for each property directly on the dashboard.
Unlock hidden potential in your contacts and get more value from your database. Automated processes send timely reminders to help you maintain long-term relationships with your property owners. Leverage this to boost your referral program or win back lost clients effortlessly.
Save time and focus exclusively on highly qualified prospects with our automated follow-up process. Your system handles time-consuming routine tasks, drastically reducing your manual workload.
Up-to-date search profiles and highly qualified prospects—this is exactly what our fifth package delivers. It checks the relevance of search criteria and triggers various actions depending on the property feedback received.
Keep your property owners fully informed throughout the sales process. With automatic report delivery, you ensure total transparency and address questions before they even arise—building trust every step of the way.
Happy customers come back! Automatically send review requests and stay connected through personalized emails on birthdays or property anniversaries. Show your clients they matter long after the deal is done.
This package covers everything related to data storage: with standard processes for up to five contact types, the system adjusts storage periods and automatically requests consent.
Data maintenance made easy. The process manager automatically sends contact data completion requests and archives old data sets. This way, your database remains well-maintained.
Manage your employees with ease: automate processes for illness, vacation, absence, onboarding, or termination. This way, nothing is forgotten, and you are always well-prepared.
Quick and easy: Our process packages handle your routine tasks for specific areas. See what they all have in common:
Start right away without any hassle: onOffice’s process packages come with all necessary adjustments to your version, including fields, filters, and formulas.
You probably handle routine tasks in your sleep – but they still take up a lot of time. With automated processes, recurring tasks are handled automatically. This gives you more time for your customers.
With automated processes, you maintain your database effortlessly and stay in touch with your leads. Complete your tasks faster, work more productively, and broker more efficiently.
Optimized service with process packages: thanks to automation, nothing is forgotten, your customers feel well taken care of, and your service quality gets a glow-up.
Get to know our process packages!
If you are using the process manager, you can add the process packages individually. Your sales representative will be happy to advise you on this!
We answer frequently asked questions about the Process Packages.
The process manager is a prerequisite for using the process packages. Depending on the package, you may need additional tools and features from onOffice enterprise, such as the onOffice Marketplace for the Lead Generator Plus package. Feel free to reach out for any assistance.
Which area demands regular involvement in routine tasks? Which recurring tasks tend to be time-consuming? Are there any specific tasks that you find less satisfying? Speak personally with your sales representative – together, we will find the best solution.
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