New Feature: Team Section

02/11/2018 by Ryan O'Grady

We have updated the backend of ProposalPoint so that you are able to manage your team members quickly and easily. You are able to add, update or delete users by having your account admin login and make the changes.

There are two types of users of ProposalPoint – users and account admins. Account admins are essentially the owners or managers of the account and are able to view and edit all user’s profiles. A user is usually an agent, BDM or member of the support team who will be able to create, edit and view their own proposals and stats but not those of other users.

A user and an account admin can be either a licensed user or not. A licensed user is able to be listed as the lead or a secondary agent on a proposal. A non licensed user will only be able to appear as a member of the licensed users support team. If you are not a licensed user and you need to send a proposal in your name you will need to speak to an account amin to make you a licensed user.

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
Industry
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
Industry
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
Industry
Marine
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
Industry
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
Industry
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
Industry
Real Estate

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