Data import from / to Excel
Employ a built-in utility for data import from / to Excel in just a few clicks. Create the most comprehensive database by quickly importing or exporting your accounts and contacts data, listings, documents, etc.
Pull in available listings from the market to Real estate Creatio by using MLS connector. This allows you to import relevant MLS data and photos to extend your capabilities in connecting home buyer and seller.
Add leads from Web2Lead form of your website or other source. Let Real estate Creatio automatically verify the data, create a new contact and guide you through the right process.
MS Exchange integration
Enjoy seamless integration with Microsoft Exchange to simplify the processes of synchronizing email, contacts, and tasks. You can adjust synchronization frequency (daily, hourly or more frequent) and always have all the relevant data on hand.
Email integration via IMAP / SMTP
Keep a complete history of electronic communications with the customer in Real estate Creatio, regardless of the email provider. Send and receive email without leaving the application.