Live Online0
Live Online gives you the ability to store, manage and organise your client database with ease. 100% Cloud Based, with data backed up hourly.
Contacts
• Manage an unlimited number of people in your database
• Quick search and filter results to find people easily
• Instantly update contacts live for everyone to access
• Create custom fields for contacts (such a birthdays or secondary emails)
• Hourly backup of all data entered
Administrator Access
• See all people in the database without restrictions
• Change any details and information
• Track full user activity with unrestricted view to activity logs
Client Groups
• Manage unlimited groups of people to organize your contacts
• Contacts can be added to as many groups as required
• Search for clients by group
• Perform an Email or SMS marketing campaign to single or multiple groups
• Restrict staff logins to view only users from certain groups
Administrator Access
• See all groups without restrictions
• Create / Edit / Remove groups
Comments
• Keep a full log of comments against any person
• Share your comments with other users by making the comments public, or keep them private for your own personal use
• All comments are date stamped, logged and saved in an hourly backup
• Easily add or remove comments as you need to ensure your latest information is stored in one central place
Administrator Access
• See unrestricted view to all comments (public and private)
• Add/edit/delete all comments on all properties and people
Full Action Log
• See who else is working with your client contact
• Use the action log to check back over your own movements to refresh your memory
Administrator Access
• Monitor all people and property profile activity without restrictions
Import/Export
• Import existing CSV lists of contacts to quickly build your lists online
• Export your contacts for your own local backup or offline viewable version
Administrator Access
• Restrict user rights to allow or deny ability to import or export for added security
Reminders (Tasks and Events)
• Make sure you never forget important dates, events and tasks with the in-built reminder system
• Add custom reminders to client or have general staff reminders
• See a full calendar view of your upcoming reminders
• See reminders relating to the specific client you are viewing
Administrator access
• Use the reminder task system to add events and tasks for any agent, groups of agents or all agents in the system
• Send out instant agent notifications easily
• View all tasks and events in the system for all agents
SMS
• Use our SMS gateway to send out mass SMS, SMS reminders or internal communication
• A simple “Pay-as-you-go” SMS credit system so you can track your expenses
• Send SMS messages to all around the world
• Have your custom “From Name” so clients know who has sent them the SMS easily
• View your SMS delivery logs to check your usage, if they sent successfully or manage your own blacklists
• Send mass marketing SMS messages to custom groups of users
Administrator Access
• Purchase SMS credits
• View a full SMS usage log with delivery report
• Check Agent SMS usage by month
• Manage your custom number blacklist
• Turn on and off access to SMS functionality as required
Email Marketing
• Use our email gateway to send mass emails for marketing and communication
• Send up to 2,000 emails free per user per month
• Utilise our network of dedicated mail servers to increase deliverability
• Get full analytics reporting on mail-out campaigns
• View open tracking rate
• Handle subscribers and blacklists
• Utilise our custom filtering system to send to custom groups of users
Administrator Access
• Purchase further email credits
• Check individual email usage
• Check overall mail-out statistics
• Turn on and off access to Email mail-out functionality
Reports
• Generate quick lists of people from your custom search criteria
• View staff activity reports
• Generate custom search reports
Security
• Data backed up hourly
• All data stored in a secure data center in Melbourne CBD
• Optional forced password change periodically to ensure optimal security
