The Client Status field is used to indicate how interested is a client in completing the transaction, which can help prioritise when managing clients. Each agency can create its own Client Status list. Let’s see how to do it.

You can upload your agency logos to use them in the different documents that you can produce in Inmobalia CRM. Watch how easy it is following these steps.

Administrators can create email templates for the Agency in order to save time when sending an email. Let’s see how to create templates following these steps!

In Inmobalia CRM you can enable languages that are not enabled by default. By enabling a language the system will allow you to write descriptions in that language and select it as the language in which to communicate with a contact. Follow these steps to find out how to do it.

Inmobalia CRM offers a large number of clickable features in the property when you are listing it. If deemed necessary, each agency can reduce the number of features displayed for selection. Let’s see how to do it.

Administrators of every agency can create as many tags as they need to describe contacts and properties and help in future searches. Tags will be available then to be used by all the users in the Agency that are enabled to create Contact or Property files. Let’s see how to do it!

Inmobalia CRM offers by default several Activity Types but each agency has the option to create as many Activity Types as they want to manage their clients or properties more easily. Let’s discover how easy it is.

One of the fields that every agency can customise is Sources. The Sources field of a contact shows how this contact got to the agency. This information can be really useful in the contact management process. Let’s see how the Administrators can create a custom list of Sources!