Entegral Base users can now create custom workflows for clients by setting up pipeline boards and milestones. This creates a new innovative way in managing your client’s home search, buying, selling or renting journey. The larger your contact database, the more efficient it becomes to know exactly where everyone is. With this latest update, you can better personalize how you manage your contacts.
Get an instant overview with the Contacts Pipeline Board
You can set up multiple pipeline boards, making it much easier to segment clients into different workflows. When you switch your board to full card view, you now get an instant overview and access to key details, including the last contact time, relevant home search requirements, and scheduled meetings. Base makes it easy to log new activities, instantly move a contact into a different workflow, or rearrange contacts on the current board via drag-and-drop.
A better way to manage your incoming leads
Since Base allows you to automatically import your leads from portals and your own website in record time, you can now easily route all your leads to the correct pipeline. When you open a lead to convert it to a contact, simply select the initial pipeline.
Log in to Base and review the relevant help files for users and administrators.
With this latest update, we aimed to provide a more engaging and interactive experience that enhances visual clarity and intuitive workflow for managing your contacts. The new pipeline-style approach makes it easier to track progress at a glance, helping you stay organized and in control. You can now focus on progress rather than just raw data, ensuring that no important interactions or opportunities are overlooked.
