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Client Manager


Have you been looking for the ultimate CRM (Client Relationship Management) solution, specifically created for the Real Estate industry?  PP now provides the answer with our latest module -Client Manager. 

Designed FOR Real Estate agents BY Real Estate agents, Client Manager holds all your contact information in one easily accessible, online location finally allowing sales agents to get out from behind their desks to confidently work ON their business rather than IN their business.

PortPlus know from years of experience, the key to any successful sales operation is acquiring customers and holding on to them - for life!  Client Manager and its innovative ‘Business Rules’ system, will effortlessly automate your office processes and procedures with a robust yet easy to use functionality.  This unique system has been created with your best business practice at the forefront, whether you are the most basic user or an experienced computer operator, looking for a seamless, real time solution.

Client Manager will achieve the following results for you:

  • Automatically remind you of upcoming appointments/anniversaries/expiry dates etc
  • Track processes from start to finish
  • Quickly show a full time/date specific history of every contact made with Vendors, Buyers, Landlords, Tenants including every Letter, Email, ENewsletter even SMS/Text Message ever sent!
  • Automate ‘set and go’ Business Rules to fire as you instruct them to, never allowing you to get out of sequence – no matter how busy your day is!
  • Match buyers/properties or send letters/emails/SMS/ENewsletters to your entire database with just a few easy clicks of your mouse
  • Networks and Managers have total assurance corporate/brand standards are totally adhered to with prescheduled, fully approved correspondence being sent to clients.
  • Synchronisation with Microsoft Outlook ensures auto-adjusting, real time data is constantly available (Coming Soon).
  • Put YOUR name in front of your customers as often as you want
  • Use the information you have to your maximum advantage meaning your business is proactive rather than reactive.

The automated processes provided by Client Manager will make you look good in your client’s eyes time after time after time - resulting in more commission dollars for you!

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