Fortuna

Feature Tour

Fortuna

Some CRM Functions

This tour shows just some of the CRM functions which will make your job of addressing customer needs that much more easier!

Fortuna

Card File

You can have many different ways to contact the customer. Several Phone, Email, Fax, Social Media, Chat, and addresses can be recorded in a card file

Fortuna

Be ACMA Compliant!

Respect the customers wishes and be ACMA compliant with several opt out options. Database Washing features also provide automatic flagging.

Fortuna

Records all the Correspondence

Operator can record all conversations, meetings, comments, actions. Also shows all the emails, letters, SMS sent to them.

Fortuna

Daily Business Manager

The daily business manager helps you keep track of your daily tasks. The workflow management system works across the team and tasks can be forwarded to other team members. Write daily notes, check which follow ups to do, check your meetings and more. Prinicpal can also keep a track of the activities of his/her team.

Fortuna

Action Item Dialog

Mark task as done, Link Letter and Email Templates, Record Notes, Change task handler, Hyperlink to contact or property file!

Fortuna

Buyer Requirements

Quickly capture buyer requirements such as number of beds, budget, suburbs, dwelling type. Also record special requirements which can be easily searched using keyword searches. Commercial and Residential Agents can use the Size options to record building or land size.

Fortuna

Property Brochures

Print Quality Brochures which can also be sent by PDF

Fortuna

Inspected Properties at a Glance!

Instantly see which properties buyers have been through, record their comments so agents can use this in their sales negotiations.