Reapit PM + Reapit Sales: Introduction to Integration

Overview

Reapit PM + Reapit Sales: Introduction to Integration

Follow this guide to learn more about the different integrations between Reapit PM and Reapit Sales.

Note: For more information regarding enabling the Reapit Sales integration in Reapit PM, please see - Reapit PM + Reapit Sales Integration: Activation & Sales Appraisals Requests

Integration empowers seamless collaboration between Property Management and Sales teams, enhancing workflows and ensuring better service delivery for your owners.

This integration focuses on three key collaboration moments: 1. Referrals Between Teams

• Property Managers can refer owners looking to sell to the sales team via a Sales Appraisal, and sales teams can refer investor-owners back with Rental Appraisals.
• Owners can self-request a Sales Appraisal through the Owner Portal or have one requested on their behalf via PM.

2. Digital Proposals

• Use stunning Comparative Market Analyses (CMAs) to showcase insights to owners during Owner Intent communications.

3. Visibility for Targeted Prospecting

• Sales teams can view properties under management in Reapit Sales Premium, supporting targeted prospecting aligned with the agency’s goals.

Key Features

• Quickly integrate and start collaborating.
• View managed properties in Reapit Sales (as a Premium subscriber) to support sales efforts.
• Build competitive advantages through established relationships.
• Seamlessly transfer data for quick action.
• Strengthen agency positioning by supporting owners throughout their decision-making journey.

Streamlined Appraisal Requests.

• Notify property managers in Reapit PM when rental appraisals are requested via Reapit Sales
• Track referrals in Analytics+ Referrals Report.

Useful Links

Explore these detailed Knowledge Vase articles to leverage these integrations.

• Referrals:

Reapit PM and Reapit Sales CRM Integration

• Prospector - Properties under Management:

Reapit Sales Prospector Integration

• Proposals - Comparative Market Analysis (CMA):

Creating a CMA via Lease Renewal

By bringing your Property Management and Sales teams closer, the Reapit PM + Reapit Sales integration helps you outshine competitors, provide exceptional owner service, and win more listings effortlessly