|
_______________________________________________________________________________Features_________________________________________
|
|
|
 |
FORTUNA CRM
Fortuna CRM is the ideal solution for
agents who want to keep in regular touch with their client base. It
offers the ability to set the classification and motivation levels of
your prospective buyers and sellers. Sending SMS, Email and Letters is a
breeze! Simply setup your favourite templates or use the built in ones
and merge instantly with your filtered lists. Fortuna CRM also offers
you the ability to store buyer preferences including budgets, property
types, bedrooms, and even keywords. Fortuna CRM
gives you the power to reach your clients at your fingertips! |
 |
FORTUNA CRMplus
CRMplus offers all the features of Fortuna
CRM and the ability to setup action plans and tasks. You can
setup action plans for prospect purchasers and vendors and easily manage
your follow ups. It also offers a daily business manager which
incorporates a daily diary to keep track of your appointments, tasks and
actions for the day. Tasks for each action plan can be assigned to
different team members giving you a complete workflow management system.
You can also generate reports for the tasks/ actions/ appointments due
in the next week, month or year for each staff member. |
 |
FORTUNA SALES
FORTUNA SALES brings you a powerful
property database which works in conjunction with the CRM modules above.
Sales management features include buyer - property matching, auctions,
inspections, appraisals, listings, settlements, property brochures,
buyers guide, a report manager, a powerful search engine and more. You
also have access to webPanel from where you can instantly upload to one
or many websites at the click of a button. Take your sales management
team to the next level with FORTUNA SALES. |
 |
FORTUNA SALESplus
SALESplus brings you all the features
of FORTUNA SALES along with a comprehensive sales trust accounting
system. This includes STA & IBD accounts, Bank Reconciliation,
Trust Trial Balance, Trust Ledgers and a Cash Book. Also included is
a settlement worksheet that will make your next settlements a
breeze. Other features of SALESplus
include the action plan module and a daily business manager as
described above.
|
 |
FORTUNA RENTALS
FORTUNA RENTALS is one of the first few
property management applications that works off the same database.
Thus allowing you the option of combining your sales and rentals
into one package! Fortuna now has a property management section to manage your
rent roll. Features include setting up owners, tenants and
properties, receipts & payments, creditor and tenant invoicing,
an easy to use setup assistant, EOM wizard, rent register and a host
of new and innovative features that will reduce your staffing costs
and streamline your property management operations.
|
|
|
|
|
|
Compare the Features:
|
FEATURES
|
CRM |
CRM
plus
|
SALES
|
SALES
plus
|
RENTALS
|
| Contact Database |
 |
|
|
|
|
| Client Database |
|
|
|
|
|
| Word Processor |
|
|
|
|
|
| Letter Templates |
|
|
|
|
|
| Email & Templates |
|
|
|
|
|
| SMS & Templates |
|
|
|
|
|
| Action Plans |
|
|
|
|
|
| Daily Business Manager |
|
|
|
|
|
| Quick Reports |
|
|
|
|
|
| Report Manager |
|
|
|
|
|
| Query Editor |
|
|
|
|
|
| Client Search |
|
|
|
|
|
| Labels |
|
|
|
|
|
| Property Database |
|
|
|
|
|
| Property Search |
|
|
|
|
|
| Auctions |
|
|
|
|
|
| Inspections |
|
|
|
|
|
| Open Houses |
|
|
|
|
|
| Property Brochures |
|
|
|
|
|
| Buyers Guide |
|
|
|
|
|
| Advertising Programs |
|
|
|
|
|
| Appraisals |
|
|
|
|
|
| Listings |
|
|
|
|
|
| Settlements |
|
|
|
|
|
| STA & IBD Accounting |
|
|
|
|
|
| Trust Trial Balance |
|
|
|
|
|
| Trust Ledgers |
|
|
|
|
|
| Bank Reconciliation |
|
|
|
|
|
| Cash Book |
|
|
|
|
|
| Sales History &
Commission |
|
|
|
|
|
| webPanel Uploads |
|
|
|
|
|
| PROPERTY MANAGEMENT |
|
|
|
|
|
|
|
|
 |
|
|
