DEEP INTEGRATION
Contact information integrates deeply with Datex and your MRI/Yardi data, associating individuals with roles, buildings, leases and even responsibilities.
SIMPLIFY WORKFLOWS
Contacts globally integrate with portfolio details based on your rules, simplifying all of your work. And global search means any contact is only a click away.
INTELLIGENT AUTOMATION
Contact associations drive Reporting Automation, Leasing Automation, Rent Due Notices, Automatic Compliance Emails and more!
Powerful Features
ROBUST ASSOCIATIONS
- Link a Leasing agent to their buildings, leases, and company.
- Link a vendor to every property they work on, and see all activities and payments made.
CONVERSATION HISTORIES
- Quickly capture conversations and comment histories with full context of related building, documents, jobs and more.
REMINDERS BY CONVERSATION & CONTEXT
- Email Digests notify of timely items for follow-up.
Filter Follow-up items by Date, Contact, or Comment Type
AUTO-POPULATE FORMS
- Quick-select contacts to auto-populate key forms like Leasing Applications to speed work and reduce errors.
TARGETED LISTS IN TWO CLICKS
- Easily create, manage and export lists to Excel.
- Quickly create targeted broker and preferred vendor lists.
QUICK FILTERS & GLOBAL SEARCH
- Simple filters allow for customized views and inline search.