General FAQs Around The Product

19/11/2017 by Ryan O'Grady
  • Is Proposalpoint a standalone dashboard with separate log-in? Can it be integrated into any CRM dashboards?
    Proposalpoint is a standalone dashboard, but sold listings can feed from a real estate CRM system. Depending on what CRM system you use, we can look to integrate the proposals and statistics back into your CRM system.
  • What data feeds back into a customer’s real estate CRM?
    It depends on the CRM the client uses.
    We’re integrating CRMs on a case by case basis depending on requests and the popularity of the CRM
  • What is the extent of analytics?
    The analytics will record these conditions:
    • When the Proposal was opened
    • Proposals not opened
    • Number of proposals accepted
    • Number of proposals waiting for acceptance
    • Average commission value over a period of time
    • Average property price value over a period of time
    • An Agent can also be alerted when customer opens Proposal
    • An Agent can be alerted weekly around proposals that have not been viewed


  • What is Proposalpoint using for the comparative sales?
    Is the comparative sales API pulled from CoreLogic?
    How about the current and sold comparators available like a CMA, is Proposalpoint using their account?
    Or only Agency Sales via CRM XML feed?
    Proposalpoint data is pulled from Pricefinder where we use our account, so clients don’t need a Pricefinder account. In light of that, Proposalpoint is looking to integrate with Corelogic. As soon as the API access provides us with details, we will integrate with Corelogic.

    Our goal here is to allow the client to choose the most appropriate option for Comparative Sales.

  • Is the pricing count on ‘users’ rather than # of agents? Or Number of active proposals?
    Proposalpoint price in based on the number of agents who use the proposals. They can have as many assistants or admin users as they like. Here is the pricing information.
  • About retargeting whose pixel data is Proposalpoint using?
    We can run campaigns on behalf of the customer, as we’re more than happy to add the client’s tracking code, Google, Facebook, LinkedIn, etc.
  • What about pipeline reminders, is it in the product? Or pushed through to CRM?
    Pipeline reminders are in the product now that are sent via emails, but we can look to push these to the CRM system which the client is using
  • Which one is automated or manual regarding the contents here: Campaign Calendar, Photo Imagery, Inclusions, etc.?A setup fee is charged as there are a lot of options about how we can configure it. We tend to ask clients to explain their current process and how they see this product fitting in. Afterwards,we build a solution that fits in their processes rather than have them adjust their processes to account for an off-the-shelf product.
  • Is it downloadable to PDF?
    All proposals can be converted to a PDF on the frontend.
Ryan O'Grady
Ryan O'Grady Founding and operating digital web services businesses, Ryan has a passion for technology and over 10 years of experience delivering online services to the classifieds verticals in Australia, New Zealand and Asia.

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Team ProposalPoint, I just wanted to let you know that I won a listing yesterday over another agent, mainly due to the Proposal Point software.
They were so impressed by the proposal that all the other agents really had no chance.
Braden Walters McGrath Estate Agents
Real Estate
From the first proposal we sent out to a potential vendor we realised this was going to be a game changer for us, I use this for all of my sales appraisals and the potential vendors soon turn in the vendors for Lynham Real Estate!
Nathan Lynham Lynham Real Estate Agents
Real Estate
We are always looking for software and products that help our business especially at boat shows where the speak to hundreds of visitors who all receive paper brochures, ProposalPoint is a real point of difference as it is sent via SMS/email, is personalised and give us great intelligence on who may be interested and allows us to keep in touch with clients through social media
Mike Joyce Dealer Principal Riviera Sydney
ProposalPoint allows us to contact clients at the most suitable time. When we are notified of the proposal being opened, is when we call. It's more appropriate and our agents are there when questions need to be answered. There is less delay, making the process more seamless which results in our company winning more listings.
Tim Mumford Partner and Residential Sales
Real Estate
I have looked at and used some other software packages for proposals over the years, however ProposalPoint is the only provider I have seen that allows our proposals to be built quickly and easily, are fully customisable and on brand every time!
Tavis Standen
Real Estate
Our agency has been very impressed with not only the professional design and function of the ProposalPoint templates but also the level of customer service provided by the team. ProposalPoint has given our agency a competitive advantage above other local agencies ultimately resulting in increased appraisals and listings.
David Newton Newton Real Estate
Real Estate

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