Prospecting and lead generation
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Rich client note options with custom fields
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Maximise your contact reporting capabilities
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Streamline your lead management with call sheets
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Simplify appraisal management
Rich client note options with custom fields
Rich client note options with custom fields
Tailor your contact notes and data fields to capture what truly matters to you and your clients. This enables you to effortlessly access essential information, ensuring you deliver the highest level of service.
Maximise your contact reporting capabilities
Maximise your contact reporting capabilities
Our robust contact reporting system helps you streamline your marketing efforts and better serve your clients.
Streamline your lead management with call sheets
Streamline your lead management with call sheets
Identify and manage leads efficiently by leveraging your Vault contacts database. This feature simplifies the process of determining which leads require immediate attention.
Simplify appraisal management
Simplify appraisal management
Streamline the management of your appraisal leads within Vault by easily importing lead data from third-party platforms like realestate.com.au directly into your database. This integration enhances your overall workflow and effectiveness.
Powerful automation
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Automated communications
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Personalised communication
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Automated triggers
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Templated communications
Automated communications
Automated communications
Send emails, SMS messages, create follow-ups, and more, all at the touch of a button. Save time, reduce manual tasks, and ensure timely and efficient communication with your audience.
Personalised communication
Personalised communication
Assign personalised, automatic communications or task reminders with action lists based on events or relationships to properties for added efficiency and streamlined operations.
Automated triggers
Automated triggers
Send relevant, timely and personalised communications specific to each step of your real estate journey from appraisal to settlement. Enable and set automated communications based on date or event attributes to increase engagement with clients.
Templated communications
Templated communications
Tailor your messages to each prospect after receiving an inquiry from a portal. Benefit from personalised communication that enhances engagement and fosters meaningful connections with potential clients, ultimately increasing your chances of success.
Efficient listings management
Unlimited storage
We give you total control of your data with a consolidated data storage offering that allows unlimited online photo and document storage, saving you in-office or cloud data costs.
Data capture
Automatically capture listing enquiry/contact data from various websites to speed up administration processes, capture all buyer's information to grow your database and demonstrate effective marketing to your owners/vendors.
Photographer log-in
Avoid double handling data by setting up a portal exclusively for your photographer where they can submit photos directly into the platform. Manage and approve submitted photography that can be used for listing directly with the approval from the admin.
Accounting and settlement
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Customisable user settings
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Import & export tools
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Manage your financial data
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Efficient collaboration
Customisable user settings
Customisable user settings
Tailor access levels to match your business requirements. Enjoy the flexibility to assign permissions that align perfectly with your organisational structure, enhancing security and efficiency.
Import & export tools
Import & export tools
Say goodbye to data captivity with our import and export tools. Take charge of your data by conducting bulk imports or exports seamlessly. This puts you in control, ensuring your data remains accessible and in your hands.
Manage your financial data
Manage your financial data
Streamline your financial operations with Vault. From sales trust to advertising, invoicing to tracking, our platform simplifies the management of your financial data. Gain insights and control over your finances like never before.
Efficient collaboration
Efficient collaboration
Say goodbye to financial hassles and welcome a stress-free tax season. Simplify tax time and financial collaboration by setting up a dedicated login portal for your accountant or auditor. Facilitate easy management, collaboration, and approval of financial matters through a single portal.
Business Insights
Streamlined dashboard
Harness the power of user-friendly reporting tools with our dashboard. Gain a comprehensive, single view of your organisation while empowering your staff to tailor their dashboard to highlight what matters most to them. Enhance decision-making and productivity with ease.
Data ownership
Your data is truly yours. You have the freedom to export your data in either JSON or CSV format at any time. Maintain control and access to your valuable information without constraints.
Effortless portal integration
Vault ensures seamless portal integration with updates sent every 60 seconds. You can receive portal inquiries (where supported) and access portal statistics, facilitating the generation of Owner/Vendor reports. Enjoy real-time, efficient communication with portals, enhancing your business operations.
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