Features of Tally Mobile App

by nmadmin
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Tally Mobile version 1.2 focuses on the CRM component of the Tally Dashboard, its features include;

  1. Tracking Leads
  2. Contacts
  3. Document Management
  4. Notes
  5. Manage Appointments
  6. Task Management

Tracking Leads 

Using the Tally Mobile app once leads are assigned to you an notification will appear on your device allowing you to then accept and or decline said lead. If lead is accepted you will be able to read the details of the enquiry then immediate respond to said enquiry. If your leads sends you multiple enquiries you will be able to view all enquires submitted by your lead.

Contact Management 

All contacts from the Tally Dashboard will appear in your Tally Mobile app. You will be able to

  1. Call you lead (telephone number must be attached)
  2. Send a text message
  3. Send an email

Other pertinent information relating to your lead will also appear within Tally Mobile, these include;

  1. Compliance Status
  2. Status (Hot, Cold, Warm or No Status)
  3. Price point properties your contact may be looking to rent or buy

Finally you are able to update your contact with possible lead opportunities, information required to complete this action include;

  1. Nature of Business
    1. Looking for a property Rent
    2. Looking for a property to purchase
  2. Price Range
  3. Type of Purchase
    1. Cash
    2. Mortgage (If this option is selected you will be required to enter the name of the Mortgage company)
  4. Time period in which your contact us looking to complete the process
  5. Property type
  6. Location