Effective leads management is critical for any real estate agency, and we'd like to help you work smarter, by getting a global overview of your leads and associated metrics
Once your IMAP is enabled or Gmail email account is connected in Base, the system will automatically import leads from all the portals. For now, we've connected Property24, Private Property, IOL Property, and ImmoAfrica. (MyProperty South Africa & Namibia and your own Flex website is automatically connected)
- Lead emails will be pulled into the Inbox and Timeline on Base dashboard
- You will be able to convert the lead into a contact
- Will automatically be linked to a listing
To do the setup in Base:
- Press on the cogwheel next to your name (top right of Base)
- My Profile
- Select either IMAP or Google depending on what account you wish to link
Now add your email address and password supplied to your by your email host.
If you host via Entegral PremiumMail you can use IMAP server imap.emailsrvr.com and port number 143
HOW DOES IT WORK?
Once your email account is securely connected to Base, we will automatically import leads which will show up in your Base inbox and the activity dashboard:
From here you can action leads and convert the valid ones into contacts:
Base makes it easy to convert leads into contacts as it automatically marks the source as web, and pre-populates all contact info. You simply need to categorize your contact through configurable tags. This is quite a flexible feature that allows you to group and filter contacts according to your needs:
Connecting via IMAP:
Connecting via Gmail:
You can also configure Gmail to check through the IMAP Setting. For this to work you have to enable IMAP for Gmail and then configure your IMAP server as 'imap.gmail.com' and IMAP port as '993' in Base.
Wait +- 5 minutes for the system to sync your account, it will automatically import leads from your mailbox from the last 7 days and then automatically import new future leads.