Contact Management

Easy Contact Management

Manage all of your contacts, communications and campaigns right from iDashboard, the easiest to use real estate software and CRM in Australia.

Customise your contact categories to suit your needs. Keep it simple with ‘Buyer’, or go more granular with ‘Cold Buyer’ and ‘Hot Buyer’. No matter who the contact is, or what category they belong to, you can store and manage them within iDashboard.

With hundreds of features built specifically for real estate, enquiry capturing, prospect management, open home wizard, SMS messaging, QR code self check in, automated email campaigns, document merging, action plans, and a lot more, iDashboard can make the everyday life of your real estate team easier.

Features At A Glance

With so many features, your team will be more productive and save more time doing the most basic of tasks.

Every Contact

From Vendors to Tenants, or Cold and Hot Buyers, manage any contact you like

Unlimited Contacts

Create as many contacts as you like, with no hidden caps or additional fees

Activity Stream

Every important detail about a contact with a glance of the Activity Stream

Enquiry Capturing

Capture your email enquiries from real estate websites direct to your Lead Inbox

Open Home Wizard

Capture new and repeating visitors at your open homes on any smart phone or tablet

SMS Messaging

Bulk message categories of contacts with market updates and listing changes

Activity Stream

It’s amazing how many data points you can have on a single contact; the Activity Stream gives you an instant overview of the most important information about your contact, at a glance, so you don’t have to go digging for what’s important to you.

Enquiries

Open Homes Attended

Opinions

Private Inspections

SMS Sent

Ownership Changes

Offers

Email Campaigns

Enquiry Capturing

Stream your email enquiries from every real estate website and portal directly into your iDashboard account and Lead Inbox. Quickly see new enquiries, reply instantly, or record the details of a phone call follow up, and when you’re done, simply mark as completed. And if the contact enquires on the same property again, iDashboard will intelligently group the new and original enquiries together.

Additional smart automations can automatically create contacts, assign an owner, set the source, categorise them based on property type, and automatically subscribe them to different email campaigns.

Open Home Wizard

Our open home wizard allows you to capture new and repeat visitors, with smart contact lookup to avoid duplicates, there is no software or app to download, just load the wizard on your smart phone or tablet (or even laptop!) and start capturing your visitor details

idashboard-open-home-wizard
idashboard-open-home-wizard-tablet

Simple To Use

Capture new contacts, avoid duplicate contacts, add property opinions, answer questions, view property requirements, email documents – all from your open.

QR Self Check In

Speed up compliance and allow visitors to check themselves in with our QR Self Check In posters – and Self Check In visitors will appear in the Open Home Wizard in seconds.

Use Any Device

Since our Open Home Wizard is web based, you can use any internet connected device you like: smart phone, tablet or laptop. No additional software or app needed.

Customisable

Customise your contacts to suit your specific and exact needs

Categories

Create any category of contact you need, either simple or complex

Sources

Adjust your sources to keep better track of where your contacts come from

Custom Fields

Track specific details with customisable fields you create yourself

CSV Import Wizard

Get started with iDashboard fast by importing your existing contact database or list, all you need is a spreadsheet or CSV file of your contacts to get started.

With no ridged import templates, the Import Wizard will guide you through matching up your CSV fields with the fields in iDashboard. And if you need help from our team, we will happily help you import your contacts.

Let's do this!

Take the first step towards real estate CRM enlightenment by getting in touch below or calling us on 1800 432 742

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We’re here to help you on your journey to a new real estate CRM, so let us know what you’re after, and we’ll let you know how we can help.