2. CRM features access quick visual guide

How-to

CRM features access quick visual guide

Below is a features access visual guide. Click to the feature you want to find to skip to see where to find it and the links to specific feature description and instructions:

 

Service requests (management of the service requests coming through Rionta agent's registry)

At Rionta CRM, we understand the importance of connecting real estate clients with local professionals like you. That's why we offer a unique feature that automatically includes you in our exclusive Agents and Loan Officers Directory when you register for our CRM services. Our directory is designed to make it easy for clients to find and connect with the right professionals, while also providing numerous benefits for you. Let's explore how this feature works and how it can enhance your business:

  • Convenient Client Interaction: Our Agents Directory site serves as a convenient platform for prospective real estate clients. They can easily create service requests or ask questions directly through our agent directory portal. This streamlined interaction allows clients to connect with professionals like you effortlessly, ensuring a seamless connection process.
  • Unlimited Opportunities: We believe in providing maximum exposure for your services. That's why there are no limitations on the opportunities you can respond to. By participating in our directory, you increase your chances of expanding your client base and attracting qualified leads. Our goal is to help clients find the most qualified professionals in their area quickly and efficiently.
  • Direct Communication: We facilitate direct communication between clients and professionals. Once a client receives responses from professionals, they can contact you directly using the contact information provided in your profile or reply message. This direct communication empowers you to build relationships with clients on your terms, fostering trust and creating a personalized experience.
  • Promotional Benefits at No Extra Cost: As a registered professional in our directory, you automatically benefit from enhanced exposure and promotional efforts. We understand the importance of expanding your reach and attracting potential clients. By participating in our directory, you can enjoy an increased stream of potential clients without any additional charges. This means you can focus on what you do best while we help you grow your business.

At Rionta CRM, we are committed to providing a platform that connects real estate clients with professionals like you. By utilizing our Agents and Loan Officers Directory, you can maximize your visibility, gain a competitive edge, and increase your business opportunities. Take advantage of this unique feature and expand your client base in the real estate market. Register for Rionta CRM services and connect with prospective clients effortlessly.

Access Service Requests management interface from you account Dashboard menu:

Transactions (transaction management / included with Standard + and Enhanced plans)

Our online transaction management feature provides a convenient and centralized platform for managing all aspects of your transactions while offering your clients easy access to important information. Here's how this feature enhances convenience for your clients:

  • All-in-One Transaction Hub: Our platform serves as a comprehensive hub for all transaction-related information. Your clients can access important details, including team contact information, transaction status updates, essential documents, notes, and messages, all in one place.
  • 24/7 Access from Any Device: Your clients can conveniently access the transaction management platform from any device with an internet connection. Whether they are at home, in the office, or on the go, they can retrieve and review information at their convenience, eliminating the need for physical copies or multiple communication channels.
  • Streamlined Communication: By having all pertinent information accessible in one location, clients can easily stay informed about the progress of their transactions. They can view updates, respond to messages, and ask questions directly through the platform, fostering clear and efficient communication.
  • Enhanced Transparency and Organization: The online transaction management system ensures transparency by providing clients with real-time access to essential transaction details. They can track milestones, review documents, and refer to important notes, fostering trust and reducing uncertainty throughout the process.
  • Simplified Document Management: Our platform allows for seamless document sharing, signing, and storage. Clients can upload necessary documents, review and sign them electronically, and access them whenever needed, eliminating the hassle of physical paperwork and reducing the risk of misplaced or lost documents.
  • Low Maintenance Requirements: Our transaction management feature is designed to be user-friendly and requires minimal maintenance. You can easily add files, notes, and any other relevant information to the platform as needed, without the need for excessive upkeep or complicated procedures.
  • By leveraging our online transaction management feature, you provide your clients with the convenience of having everything they need for their transactions accessible in one place, available at any time from any device. This streamlined approach enhances transparency, communication, and organization, ultimately improving the overall client experience and fostering stronger relationships. Additionally, the low maintenance requirements ensure a hassle-free experience for you and your team.

Access transaction management interface from you account Dashboard menu:

Calendar (events and tasks scheduling / core feature)

The use of calendar, scheduling, and reminders helps save time and make businesses more efficient by:

  • Providing a visual overview of appointments, meetings, and deadlines for effective time management.
  • Streamlining the process of arranging meetings and appointments, reducing administrative efforts.
  • Acting as prompters for upcoming tasks, meetings, or deadlines, preventing important activities from being forgotten.
  • Enhancing accessibility and collaboration within teams by synchronizing schedules and coordinating meetings.
  • Allowing businesses to invest saved time in strategic planning, problem-solving, and high-value activities.
  • Establishing a professional image, building trust with clients, and improving customer satisfaction through organization and punctuality.

In summary, these tools optimize time management, streamline scheduling processes, enhance collaboration, and contribute to the success and growth of businesses.

Access your tasks and events calaendar interface from you account Dashboard menu:

E-Signing (E-Signature software package / optional / included with Standard + and Enhanced plans)

Rionta CRM offer an e-signing solution options with all our paid subscriptions. You can add it to a standard CRM package subscription, and it is included at no additional charge with Enhanced CRM subscription:

  • Unlimited E-Signing Software: With our subscription, professionals can enjoy unlimited access to our robust e-signing software. Say goodbye to limitations on the number of documents or signatures you can process. Our unlimited e-signing service empowers you to streamline your document signing process and expedite business transactions.
  • Deep discounts when added to our Standard Plans: Our standard plans include option to add the e-signing software package with deep discount from our affiliated e-signature provider. You can enjoy the benefits of unlimited e-signing at a significantly reduced cost, making it an affordable option for businesses of all sizes.
  • Cost-Effective Pricing: We offer an unbeatable value with our Enhanced CRM subscription package, which includes the unlimited e-signing service at no additional charge. With this option, you can enjoy the full benefits of our advanced CRM features while also benefiting from a comprehensive e-signing solution. It's like having an enhanced CRM and e-signing package for the price of an average e-signing solution alone.

By combining our enhanced CRM with unlimited e-signing, we provide professionals with a comprehensive and cost-effective e-signature solution options not available with any other CRM platforms. The e-signature solution from Click-n-Sign.com we offer has standard additional security features not available from most other provider's standard packages.

Access E-sign software from you account Dashboard:

Clients and Contacts log (your clients logs database / core feature)

A contact database integrated with a communications log is invaluable tool for your businesses.

  • It allows for efficient management of customer interactions by providing a centralized repository of contact information, enabling easy access to customer details such as names, email addresses, and phone numbers.
  • This database also facilitates effective communication tracking, ensuring that no important conversations or follow-ups are missed.
  • By logging all communication activities, including emails, phone calls, and meetings, businesses can maintain a comprehensive record of interactions with clients, allowing for better customer relationship management.
  • This log serves as a valuable reference point for future engagements, enabling businesses to personalize their approach and provide exceptional customer service.
  • Additionally, a contact database integrated with a communications log enhances team collaboration as multiple employees can access and update customer information, leading to seamless coordination and continuity of service.

Overall, leveraging a contact database with a communications log empowers businesses to streamline their operations, improve customer satisfaction, and nurture long-lasting relationships with their clientele.

You have slightely different interface fubnctionality for your "Clients", who are regsitered with Rionta, and "Contacts", who are anybody you want to add in your contact database. For obviouse reasons Contacts database functionality does nto include in-app messaging, transaction files sharing, etc., but any of your contacts can be automatically get a status of a C;lient as soon as they registered with Rionta and connect with you on our portal. Access your CRM contact and clients database interface from you account Dashboard menu:

Messages (messages from your cleints / core feature)

The integration of an in-app messaging feature with a database offers significant benefits to businesses and helps save money. Here's how:

  • Improved Communication: By integrating an in-app messaging feature with your database, you can have seamless and real-time communication with your customers. It allows you to access relevant customer data during conversations, enabling personalized interactions and quicker issue resolution.
  • Enhanced Customer Engagement: With in-app messaging, your customers have a convenient channel to reach out to you. By integrating it with your database, you can track customer interactions, preferences, and purchase history. This valuable information helps you offer targeted promotions, tailor your responses, and provide a more personalized customer experience.
  • Cost Savings on Customer Support: An in-app messaging feature reduces the need for costly call centers or extensive customer support teams. By integrating it with your database, you can handle customer inquiries and support requests more efficiently. Real-time access to customer information allows your agents to provide effective assistance, resulting in cost savings.
  • Data-Driven Insights: Integrating in-app messaging with your database enables you to collect and analyze valuable customer data. This data provides insights into customer behavior, preferences, and pain points, empowering you to make informed decisions. By optimizing your marketing strategies and improving customer targeting, you can increase revenue.
  • Streamlined Operations: Integrating in-app messaging with your database simplifies and automates processes. Categorizing, routing, and tracking customer inquiries become more efficient. This streamlined approach reduces manual effort, improves operational efficiency, and ultimately saves you time and money.

In summary, integrating an in-app messaging feature with your database benefits your business by improving communication, enhancing customer engagement, reducing customer support costs, providing data-driven insights, and streamlining operations. By leveraging these advantages, you can deliver exceptional customer experiences, increase revenue, and achieve cost savings along the way.

Access in-app messaging interface from you account Dashboard menu:

System notifications (important notifications from Rionta)

Subscription (your subscription details and account history)

Subscription link on your Dashboard opens up a section where you can see your current subscription plan details as well as history of the account accessable by the link located in the top right corner of the interface.

Access Subscription sectionusing link in the left menu of the Dashboard.

Web-Pro (professional website creation and management / optional standalone or addon feature)

With our Web-Pro feature, you can effortlessly create a professional website with lead capture capabilities within just 5 to 10 minutes of completing your profile. This is not just a simple profile page, but a fully functional and customizable website that serves as a comprehensive hosting solution. Here's what makes our Web-Pro feature stand out:

  • Easy and Fast Deployment: As soon as you complete your profile, you can deploy your professional website with a few simple steps. No need for technical expertise or lengthy setup processes. Within minutes, your website will be up and running, ready to showcase your services.
  • Highly Customizable Templates: Our website templates offer extensive customization options. You can personalize the pages to match your brand and tailor the content to your specific needs. This flexibility allows you to create a unique and engaging online presence that reflects your professional identity.
  • Lead Capture Elements: Our templates come equipped with lead capture elements strategically placed throughout the website. Visitors can easily create service requests or ask questions directly, enabling you to capture valuable leads and engage with potential clients.
  • Customizable Website Address: Your new website comes with a customizable address, allowing you to create a memorable and professional web presence. If you already have a registered domain, you can easily point it to your new website, ensuring a seamless transition for your existing online presence.
  • Additional Features and Pages: Our standard template offers a wide range of features and pages. However, should you require additional functionalities or specific customizations, our team of webmasters and technicians can add them to your website at a reasonable charge. This ensures that your website evolves with your business needs.
  • CRM Integration and Stand-Alone Option: The Web-Pro feature is available as part of our CRM packages, seamlessly integrating with your customer relationship management tools. However, it is also available as a stand-alone feature, allowing you to benefit from a professional website even if you're not using our CRM services.

Experience the convenience and efficiency of creating your professional website with our Web-Pro feature. Within minutes, you can have a fully functional website with lead capture capabilities, customizable templates, and the option to add additional features. Enhance your online presence and capture valuable leads with ease using Web-Pro.

Access Web-Pro from the link on your Dashboard:

Settings (specialization type and password change)