COMMS | Enhanced Communication and Contact Management for Real Estate Clients

Summary: Enable the ability to send reminder text messages and confirmation emails to multiple recipients, specifically tailored for real estate clients, and enhance the location contact management within the customer file.

Intended Outcome: Improve the efficiency of booking and communicating with real estate clients by automating reminders and confirmations to multiple contacts and streamlining the management of location-specific contacts.

Benefits:

• Saves time by automating reminders and confirmations.

• Ensures all relevant parties are informed, reducing the risk of miscommunication.

• Enhances customer satisfaction by providing clear, consistent communication.

How it Works:

1. Multiple Recipient Reminders and Confirmations:

   • Implement the ability to send reminder text messages and confirmation emails to 2 or 3 different contacts.

   • Customize reminders and confirmations for different recipient types (e.g., real estate agents, tenants).

2. Location-Specific Contacts:

   • Allow users to add a contact person (tenant) specific to a location, including their phone number and email address.

   • Ensure notifications (confirmation emails and reminder texts) go directly to the location-specific contact instead of the primary real estate agent.

3. Separate Email Sections in Customer File:

   • Introduce two separate email sections within the customer file:

     • One for general customer-related communications.

     • One for invoicing-related communications.

   • Enable customization so that confirmations and reminders are sent to one email, while invoices are sent to another.