PSI CRM

We've just deployed a new feature The Template Builder, This powerful tool lets you create amazing templates for your communication with your colleagues and customers, even if you don't have any technical knowledge or experience. With Template Builder, you can choose from a wide range of pre-set key-values in order to add them to your own template, which will then be mapped automatically into your communication. You'll have complete control over the look and feel of your templates and can customize every aspect to match your brand. While choosing between HTML and TEXT options, we're confident that you'll be able to constantly maintain professional-driven communication. Thanks for using our product, and we hope you enjoy this new feature. If you have any questions or feedback, please don't hesitate to reach out to our support team.

We've just added a brand new feature to our platform that we think you're going to love. Introducing our new Inquiries Feature! This update lets you create, edit, complete, or cancel inquiries with ease, and there are no more matching or listing shortages to worry about. Whether you're looking to sell or lease, this feature makes it simple for agents to submit any shortages they spot and satisfy their customer inquiries. And that's not all - once assigned by the manager the listing agents will be notified and they will be able to respond to inquiries quickly and provide top-notch customer service by listing the needed units. We believe this new feature will take our customer service to the next level! So, what are you waiting for? Give our new Inquiries Feature a try and let us know what you think. We're confident you'll find it super useful!

We're thrilled to announce the release of our latest feature the Policies Module. This module allows users to create policies that determine data retrieval for all data files in our CRM. The admin can control the type of data that is retrieved and specify the conditions that must be met before accessing the data. This ensures that only authorized personnel have access to the specified data. The Policies Module offers even more security to the system across your organization's branches. Admins can modify existing policies or delete them altogether, providing complete control over your data. We believe this feature will greatly enhance the security of your system, giving you peace of mind when it comes to your data. We hope you're as excited about this new feature as we are. As always, if you have any questions or feedback, please don't hesitate to reach out to our support team. Thanks for using our product!

We've just deployed a new feature - the Video tab in all System Galleries. This feature lets you upload videos, VR files, and 360 images, which can be inherited from the country gallery down to the unit level. We're confident that this new feature will enhance the user experience, making it more enjoyable and efficient for you. We're thrilled to bring this new feature to you, and we hope you find it helpful. Thanks for your continued support, and as always, if you have any questions or feedback, please don't hesitate to reach out to our support team.

We're introducing our new Property Marketing Offers Tab! This addition is the building foundation that allows you to add, edit, and delete offers with ease, in the next few releases it will be ready to helping you reach potential customers. You can now customize offers to your specific needs and preferences, giving you an edge over the competition. With this new feature, we're confident that you'll be able to maximize your marketing efforts and generate more interest in your properties. We're thrilled to bring this new feature to you, and we hope you find it helpful. Thanks for being a part of our journey, and as always, if you have any questions or feedback, please don't hesitate to reach out to our support team.

We've just released a new feature that's going to make managing your campaigns so much easier. It's called the Property Campaigns tab! With this new tab in properties tab, you can easily create and define campaigns that can be used to generate leads and then those leads can be routed to specific rotation schemas. You can add and edit campaigns, assign them to properties, and set up rules for lead entry and rotation based on those campaigns. This new feature makes it easier than ever to keep track of your campaigns and ensure they're assigned to the right agents. We're confident that this new feature will help streamline your workflow and make your life easier. Give it a try and let us know what you think!

We're excited to announce a new feature that will make managing your property's payment plans a breeze! You can now define payment plans in the property file, and they'll be automatically inherited by the unit's file. This makes it easy to set up one payment plan for a group of units or even select multiple plans for each unit. With this feature, you will get the flexibility you need to manage payment plans more efficiently. We hope this new feature will make managing payment plans simpler and more efficient for you. As always, if you have any questions or feedback, please don't hesitate to reach out to our support team.

We're pleased to announce the release of our improved Lead Management and Agent Rotation features! Our new system allows you to easily manage leads, customize agent settings, set criteria for the lead assignment, control lead count distribution and even set a lead capacity per agent. With this feature, you can optimize your lead management process and ensure that each agent has access to the leads they need. We believe that this feature will help you take your lead management process to the next level and streamline your sales process. Thanks for being a part of our journey, and as always, if you have any questions or feedback, please don't hesitate to reach out to our support team.

We're pleased to announce the "Send To Rotation" option! This awesome new feature will allow you to quickly and easily send multiple leads to rotation with just a few clicks. With this upgrade, you'll be able to select multiple or specific schemas when sending your leads. And when you select this option, your lead will be automatically sent to the next person in the matching schema's rotation. This way, everyone gets an equal chance to review and act on new leads, making it easier for you to stay organized and ensure that no one is left behind. We think this is a great way to make managing your leads even easier and more efficient, and we can't wait for you to give it a try. So why not check it out today and see just how much time and effort it can save you? Thanks for being part of the journey!

We have added two new report categories to our Report Builder feature. You can now generate reports on both Activities and Transactions. Activity Reports will give you a detailed overview of all activities related to your leads and units while Transaction Reports will provide a comprehensive summary of all transactions associated with your leads and units. With these two new report categories, you’ll have more insight into how your team is performing. Understand your activity better and make informed decisions about your investments. Try out the new Activity and Transaction Reports today and see how they can help you take control of your finances! Enjoy the new features!

We've just added a new feature, Our System Notification Module. You can now easily filter your notifications by date, title, or name, making it super simple to find exactly what you need. No more digging through a long list of notifications - with this new feature, you'll be able to stay organized and never miss an important update. Give it a try and let us know what you think!

We've just added a new feature to our notification icon that we think you'll love! Now, you can easily see the number of unseen notifications you have, so you'll never miss an important update. Plus, to make things even easier, we've added multiple highlight colors for each notification, so you can quickly tell which ones you need to check out first. So why not give it a try and let us know what you think?

We're thrilled to announce the addition of two new tabs to our Activity type page: the notification and reminder tabs for activities! This new feature will help you keep track of all your activities and stay organized. With the notification and reminder tabs, you can setup all the needed notifications and route them the right way to automatically notify the agent, managers, clients... and even send reminders automatically to your agents and their clients... ps you can use the template builder You can see when tasks are due, or if there are any changes to your schedule. You can even set up reminders and get notified when tasks need to be completed. And for team managers, you can receive notifications on your team's leads and activity updates. We hope this new feature makes it easier for you to stay on top of your activities and achieve more. Try it out and let us know what you think!

We've just added a brand new feature to help you stay organized and on top of your game: reminders based on planned activities! Now, when you plan an activity in the app, you can set a custom reminder for it. Whether you need a reminder a few hours before or a day in advance, we've got you covered. With this new feature, you'll never forget about an important task or deadline again. So go ahead and give it a try - we promise it'll make your life a whole lot easier. Let us know what you think!

We've got some great news to share - a new feature that will make life easier for our admins. Now you can track the login history of your users with just a few clicks! Sorting and filtering options are available to quickly find the users you need. Plus, the user file pop-up login history is a great way for users to check their own logins quickly. With this new feature, you won't have to spend time manually searching for each user. We hope this feature helps you better manage your user login. Give it a try and let us know what you think!

We're excited to announce a great new addition to our form builder: hints! With this new feature, you can add a helpful hint to each field in your form. Once a hint is set, simply hover over the "!" icon near the field to see the hint. This is a great way to provide additional information about the field or help your users understand what kind of answer you're looking for. We hope this new feature will make it easier for you to create more user-friendly forms. Give it a try today and let us know what you think!

We're excited to announce a new feature that will make managing and tracking your bulk upload jobs a breeze! With our new detailed history logs, you can keep an eye on the progress of each job and search through them by the creator. This will help you stay up-to-date on the status of your jobs and quickly troubleshoot any issues that may arise. So go ahead and give it a try - we know you'll appreciate the extra control and visibility this feature provides!

We're thrilled to announce a new feature that's sure to make your life easier! We've added the ability to track the duration of your activities by adding start and end times for each task. This new feature will help you stay on top of your schedule and give you a clear idea of how much time is needed for each task. Plus, we're already planning to use this data to improve our lead auto-rotation feature in the future, so stay tuned for even more improvements! Try out this new feature today and let us know what you think.

We've just released a new feature that will revolutionize the way you manage your activities - Rotation on Activities! With this feature, you can now rotate your activities between your team members with ease. Simply set it up in the Activity type creation and let the system do the rest. This feature will help ensure that your team members have an equal opportunity to work on different activities, which will lead to a more productive and motivated team. Try out this new feature today and let us know what you think.