Step 1. Choosing real estate agency software

Efficient commercial activity of the real estate agency depends on a group of factors and one of the main among them is human resources. Well-organized and managed human resources create a basis for team collaboration and efficient relationships between departments and management. Being a mechanism for organizing and managing real estate agency staff, VIP Task Manager gives a set of tools that are helpful and convenient both for managers and employees.

Task Tree View as a tool for real estate agency managers

Managers of the real estate agency require specific and comprehensive information on the agency departments and subordinates. Task Tree View of your real estate agency management software builds a hierarchic structure of the agency and provides a manager with powerful tools for controlling, planning and tracking.

The following advantages are available for a real estate manager in Task Tree View:

• get complete hierarchical view of the real estate agency
• assign and share tasks, set permissions
• check task statuses and priorities
• filter task by department, assignment, etc.
• set deadlines for agents and track their procrastinations
• set individual and department sales plans
• analyze individual and department performance
• build graphic charts of real estate agents sales performance.
• move completed tasks to archive

Real estate agents can use Task List View to get plane "to do list" for daily work. It grants the best usability and the following advantages:

• convenient to do list for tracking task statuses and priorities
• group task by a column "Assigned", "Estimated time", etc.
• get task filtered by key task attributes
• watch procrastinated and urgent tasks
• set reminders and get notifications
• leave notes and comments
• attach property photos
• print out personal sales reports

Calendar as a tool for organizing and scheduling

VIP Task Manager as real estate agency management software has Calendar that is the best tool for planning and scheduling. The tasks could be displayed in Year, Month, Week or Day view. Calendar gives the following benefits for managers and employees:

• get quick access to tasks
• use calendar as a personal organizer for appointments with clients
• get daily tasks in time grid view
• set filter and group tasks by resources
• watch procrastinated tasks that are marked with a color
• print our calendar view with tasks

• >> Step 1. Choosing software for real estate agency management
• Step 2. Organizing real estate agency personnel
• Step 3. Creating real estate agency workflow
• Step 4. Real estate agency task customization.
• Step 5. Planning real estate agency tasks
• Step 6. Sharing real estate agency tasks
• Step 7. Documenting real estate agency tasks
• Step 8. Tracking real estate agency tasks
• Step 9. Reporting real estate agency tasks
• Step 10. Managing real estate agency KPI