NEW! RealOffice360 Got A Makeover!
We’ve cleaned things up to make your life even easier.
Welcome to the new RealOffice360.
We are constantly improving the product based on what you tell us and the new version is here! What's changed? While things may look a little different at first, don’t worry everything is still there. This guide will help you make the transition easier. It all starts with a new improved navigation bar at the top.
We’ve added total counts in the navigation.
You can now quickly see your Contacts, Opportunities and Deals at a glance from anywhere.
We’ve added a “Follow-ups” tab.
This was formerly called “Relationships” and was buried in the Contacts tab. Now you can quickly see all your client’s Birthdays, Home Anniversaries and Follow-up reminders in one place. So, you’ll never forget to follow up with a client.
We’ve combined the Daily Planner and Calendar into one.
Click on the “Planner” tab to launch directly into your day planner for today. Then simply toggle the view to switch between day, week or month view to see the “Calendar”.
Your mobile experience is way improved.
We’ve taken feedback and made changes to make it even easier to use RealOffice360® on your mobile device. Experience the improved performance and be sure to rate the app or send us your feedback. Download the new version of the RealOffice360 CRM mobile app for your iPhone, iPad or Android device.