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CRM Centiva

Manage Your Appointments Effortlessly 🕒

Appointment management is crucial for real estate brokers, who are often faced with busy schedules. With our CRM, we simplify this task by offering you integrated tools to plan, synchronize and track your appointments with disconcerting ease.

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📅Connection to Your Calendars

Our CRM lets you easily connect your favorite calendars :

  • Google
  • Outlook
  • iCloud
  • Calendly (premium version)

By connecting these calendars, you ensure seamless synchronization of all your appointments and events. This avoids duplication and scheduling conflicts, while giving you a clear, consistent overview of your schedule.

💻Google Meet Integration for Efficient Meetings

For online meetings, our CRM integrates Google Meet, enabling you to generate unique meeting links for each appointment. This feature facilitates the planning of your virtual meetings and ensures that each participant has a separate link, without having to manage separate information or search for links in various e-mails.

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🔄Centralized Calendar Tool

View your schedule in one place with our integrated calendar tool. You can easily add new appointments, block time for specific tasks or manage your availability. The CRM even automatically adds your travel time between appointments using an icon! This centralized view helps you optimize your time management, avoid scheduling conflicts and stay organized throughout the day.

Frequently Asked Questions

Find clear information about our CRM, its features, and the customer support we offer for real estate brokers.

What is CRM Centiva and how can it help me?

CRM Centiva is a customer relationship management solution specifically designed for real estate brokers. It helps you track your transactions, manage your opportunities, organize your professional relationships, and visualize your performance. With its advanced features, you can manage your tasks, automate processes, and stay organized while maximizing your productivity.

What are the benefits of Centiva?

Centiva offers optimized management of administrative tasks, increased productivity, data-driven decision-making, improved internal communication, enhanced visibility through marketing, personalized technical support, and access to the latest technological innovations.

How does transaction tracking work in CRM Centiva?

Our CRM allows you to track each opportunity through every stage of your sales or purchase process. You can move opportunities through predefined stages and complete the specific tasks associated with each phase. Automated reminders help you ensure that no crucial tasks are missed.

What opportunity processes are available in CRM Centiva?

Centiva provides four customized processes for the real estate sector:

  • Purchase Process: Track the acquisition of a property from needs definition to final transaction.
  • Sale Process: Manage all stages of selling a property, from marketing to closing.
  • Opportunity Management: Centralize and prioritize potential opportunities.
  • Client Relationship: Monitor the needs and interactions with your existing clients.

What automation options are available with CRM Centiva?

Centiva offers over 100 pre-configured automations for common tasks in the basic plan. With the premium plan, you can customize and add specific automations to your processes. Automation helps reduce time spent on administrative tasks, improve accuracy, and maximize productivity.

How can I stay updated with the latest technological innovations with Centiva?

Centiva is committed to staying at the forefront of the real estate industry by providing access to the latest technological innovations. You can expect regular updates, new features, and expert advice to optimize your use of the platform.

How can I get started with Centiva?

Contact us for a personalized demonstration and discover how our CRM can transform your real estate management. We are here to help you make the most of our solution and meet your specific needs.

For any other questions or requests, please feel free to reach out via our online form or customer support.

Ready to Make the
Centiva Switch?

Talk to one of our experts and let us guide you through the implementation of our powerful tool suite for real estate brokers.

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