RealOffice360™ CRM Version 3.1 Update
This article is related to a previous version (2018) and some features and plans may have changed since. Please visit https://realoffice360.com for the latest CRM product features, plans and pricing.
Making the best CRM for Realtors better one version at a time!
Brand New to Version 3.1:
Like free money? Our brand new referral program
UBER and AirBnB reward their clients for referrals so why aren't we? Well, we are now! Here is how it works!
Every time a new RealOffice360™ user signs up to the Plus plan or higher with your invite code, they’ll get a $19 credit on their account and you’ll automatically get a $19 credit on your account.
Discounts apply automatically and your account balance can be found in your profile and settings. Credit can only be used for payment to RealOffice360™ for upgrades and has no cash value beyond our service.
Need a little more, check out the process below!
1. As soon as you login you will see the "Free Upgrade" button (Or "Free Credit" if you are on the Plus or Premium Plan).
2. Once you click on the button you will see your unique referral code. Feel free to share that code with any colleague you wish or on Facebook! If you would rather, you can invite your friends directly from RealOffice360™.
Copy your referral code and share with anyone!
Invite directly from RealOffice360!
3. If you invite your friends they will get an email to claim their free gift from you which is the first month free on the Plus plan! Once they sign up to the Plus plan or higher, then you get your credit too!
The email sent to your friends!
What we send you when your friend signs up!
Your Daily Plan, emailed to you. Everyday.
In our last version we introduced you to the Daily Planner. In this version, you can now turn on a daily emails which will send you your entire day, right as you are getting going (8am based on your timezone selected in your profile and settings). You can choose which days you want this email to come so if you don't work on Monday, turn it off!
*NOTE* EXISTING USERS MUST TURN THIS FEATURE ON TO USE IT.
To adjust your settings go to your profile and toggle on which days you would like the email.
Like routine? Customize your Daily Routine. Plus plan or higher.
For those of you looking for something a little more, you can now customize your daily routine on the Planner for our Plus plan or higher clients. You can select from several emojis, select upto 5 times for daily occurances and type anything into the routine. This is best served with the email sent above to help you maximize your days!
Your classic routine
On Plus, add new items, pick frequency.
Customize with your favourite emoji!
Need more labels? Add unlimited labels to your clients. Plus plan or higher.
Sometimes you need to add more than one label to your clients. Whether it's A-list, B-list, C-list, or Hockey Team or Bookclub it helps us keep our database organized. You can now add multiple labels (Up to 10) on RealOffice360™ under the Plus or Premium plan.
Click on the Labels, start typing and you are on your way! Oh by the way, you can filter your database by these labels on the fly anytime so you can quickly see who is who!
Labels are added under the "Group" header section.
Clicking on the "Chip" will bring up the Add Label pop-up.
Type and click to add labels.
Once the labels are created, they will then appear in your filter options!
We've updated our Learning Centre
Looking for help or DIY tips? Check out our Learning Centre which we update constantly here: CLICK FOR LEARNING CENTRE
Pesky Glitches Fixed
Sure, we had a few glitches but hey, who doesn't! We could list them here but we thought we would save the space and start working on new awesome stuff instead!
If you ever notice anything not working the way it should, do not hesitate to let us know by email at support@realoffice360.com
See you soon with our next awesome update!
With ❤️,
The RealOffice360™ Team