Software for Commercial Agency, Professional and Website content

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1 Bringing it all together Software for Commercial Agency, Professional and Website content Is your firm s property and CRM information held in different databases, spreadsheets, documents and s across different offices? Instant access to contact details, sales particulars, leases, rent renewals, floor areas, prices, letters, documents and other information is critical in creating competitive advantage. By centralising your data into a single web based intranet / extranet you can significantly improve: Profitability and cost reduction Property intelligence Client Response and reporting Conflicts of interest Remote access Competitiveness Efficiency Staff awareness

2 Case Studies Lambert Smith Hampton introduced the Caldes Enterprise software across approximately 50 workgroups, following a comprehensive 18 month implementation, data import and training program. This formed the core technology for their National Property Database for both Agency and Professional property and CRM information. The system now also manages the Wandsworth Opportunities website and exports properties to EGPropertyLink. Alder King introduced the Caldes Enterprise software across all 9 offices, hosting the software on their own servers internally, but supported by Caldes. An XML feed also manages their website property content. Alder King also integrated their accounting systems with the software to monitor invoices and recoverable costs. South coast based agents, Goadsby, purchased the Caldes Enterprise software and worked closely with their IT team to meet the requirements of both management and the commercial agency team. Goadsby were particularly keen on the flexibility of the administration system. City and west end agents Kinney Green have installed the software across all 3 London based offices to provide a comprehensive database of both their own and competitors properties, with a link from the system to their website database of properties via an automated XML feed. Leisure specialists Davis Coffer Lyons self-host the Caldes Enterprise software in a virtual server environment, supported by Caldes. Caldes upgraded the software for DCL to include a comprehensive category system for increasing the CRM capabilities of the software. Nottingham based commercial agents Innes England, use the Caldes Enterprise software, fully integrated with their website and have over the years requested a number of enhancements to meet their needs, including HTML s, website features and back office functionality.

3 Centralise your property information The Caldes Enterprise database creates competitive advantage by automating tasks and centralising information into a Single View across your entire organisation. Enterprise utilises the very latest Internet technology to bring you instant yet simple networking between multiple offices, providing your staff and clients with up-to-date information. Enterprise is designed for a range of business areas including (residential and commercial, sales and lettings) and of course is a comprehensive contact relationship management (CRM) system too. Enterprise differentiates itself from other systems by being extremely configurable to meet most almost any agency scenario. Our new mobile app allows you to access property, contact and diary information whilst on the move. Partners include: EASY TO USE: Enterprise has a familiar web-based outlook look and feel making the system easy to use and navigate. ADVANCED MATCHING: Matching of applicants to properties and properties to applicants. These can then be sent by or as a paper based mail merge. Applicants can have multiple requirements and multiple property types. Properties can have multiple property types and multiple jobs. Results can be returned as straight matches or as scored results (on a score of 1-5.) MAILING: Letter templates and mail merges. PARTICULARS: Creation of property particulars in minutes, either in PDF of HTML format using one of the built-in templates or a custom template that can be created from within the system. These can be printed, ed and used on your web site without duplication. WEB: Website content management and export to leading commercial property portals.

4 Features list Core features Web based intranet - easy to use Mixed property types Multiple jobs per property Mandatory information variable by job type or status Applicant matching (with multiple requirements and multiple property types per property and applicant) Multiple images/plans per property Large selection of reports Template driven PDF brochures Upload externally created PDF brochures Contact management and CRM Mass mail shots by Mail shots by post Standard letters template creation Office diary PDF booklet property lists Spell checker EPC / HIPS support Outlook synchronisation Multiple workgroup security levels Work in progress Professional work, rent reviews, lease renewals, breaks Comparables Fully configurable customisation Money laundering checks Integrated online support, manuals and video tutorials Conflicts of interest Additional Modules Exports to all major portals. SMS /MMS text messaging options Overseas / Multi-currency Post code lookup Process management and workflow Document management Time management Invoicing and billing, with export to accounts systems Marketing costs, budgets and recoverables Online payments Secure Socket Layers (SSL) Extranet options our and IMAP integration Website Integration options Integrate property searches with your existing website Bespoke website development Integrate applicant feedback and registration forms Google maps integration Full website content management system Track hits to your website Search engine friendly Content management Hosting

5 Contact us For more information regarding the Caldes Enterprise software or for a full presentation at your offices, please contact Caldes sales on our free phone number below. Further information is also available on our website. Lynda Lemont Sales Director lkl@caldes.com

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