OSL Office™ — Contacts Module

The contacts module consists of:

  • Prospect database
  • Client database
  • Mail merge
  • Automatic collection of Vendors and Purchases from the Sales module

OSL Office Modules

Listings
Listings management system.
Sales
Trust accounting and sale processing module.
Contacts
A prospect and client management module.
Promotions
A vendor contributions management module.

Prospects

Maintain a prospecting database. Use the prospecting database for buyers and sellers who have not previously brought or sold with your company.

Target property

Enter a prospects target property type, price, location and bedroom requirements.

Prospects can be grouped into various types, for example investor, first home buyer etc.

Store prospects against specific salespeople or branches...

Searching

Extensive searching capabilities of your prospect database... Search by Source, specific Salesperson, Price range, target suburbs.

Matching

Automatically match a buyer with properties in the Listing module. Match with preferred Suburbs, Price, Property type, Land Area, and Building Area - specify a particular feature, e.g. swimming pool - Match from a specific date and highlight new matching listings.

Clients

The Client database contains previous vendors and purchasers of your successful sales. Load clients directly in to the client database or allow the Sales Register module to automatically load the vendor and seller details when a sale is entered.

Mail Merge

Create Microsoft Word templates and mail merge individual prospects and/or clients directly from Microsoft Word.