Here we present what is new in the property management software: finished functions, built, tested and in use. No marketing haze - every presentation comes straight from the workshop, with the reasoning behind each decision.
Every larger feature gets its own post: what it can do, how it feels and what happened on the way there.
· Features
The CRM of the estate agent software can now do appointments and tasks — as lists, with recurrences, reminders and a link to the contact. The import reads calendar files from Outlook and Nextcloud, a CalDAV account mirrors whole calendars.
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The open button of the estate agent software led into a file dialog, although our documents are not files. Behind it now sits a search over every record you are allowed to see, plus a list of recently opened documents that is the same on every machine.
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The permission model used to cover contacts, companies and leads. This week it was rolled out to everything: properties, providers, portals, websites, templates, backups, folders. And we found a rule no list can ever forget — every record declares what it follows.
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An estate agent office is rarely a one-person business — and not everyone should see everything. This week the estate agent software got its permission model: teams with hierarchy, data scopes on the role, groups that bring their team along — and assignment by dragging instead of clicking.
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Yesterday we praised the new contact form. Today we tell how a security test defeated it in two minutes — invented leads, other people's mailboxes, text in headers — and why only one factor is left that no script can fake: the sender's mailbox.
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The mail room was waiting for post — now it has arrived: inquiries from the website land as leads in the CRM, with a pipeline, duplicate protection and conversion into real contacts.
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