Acquaint CRM Features
Acquaint CRM is packed with features designed to cut down on as much repetitive admin as possible leaving you and your staff more time to develop your business. The system is designed to be scalable from single user, to multi user, multi branch or even franchise models. Simple configuration allow you to customise Acquaint and set permissions, views and security levels for your staff.

We want you to get the most out of all these features so telephone and email support from our UK based team is just a call or click away. Acquaint CRM also has a full help system including tutorial videos and all software updates are automatically downloaded and installed at no extra charge.

See below for more information on some of the features we boast, or call us to book a demonstration.

Contact Management
Acquaint CRM Contact Management
  • » Store all your contacts in one, easily searchable, place
  • » Produce letters – seamlessly merge information and create letters, forms and contracts
  • » Produce emails - bespoke or templates
  • » SMS Texts – attention grabbing alerts – new instructions and reminders
  • » Store notes, tasks, full correspondence and reminders
Properties
Acquaint CRM Properties
  • » Easily add properties for sale & for rent
  • » Unlimited photographs, and attach floor plans, virtual tours, audio tours and EPCs
  • » Upload to your web site, property portals and social media in one click
  • » Produce brochures, window cards and property lists
  • » Easily search by partial address
  • » Manage keys and boards
Applicant Matching & Marketing
Acquaint CRM Applicant Matching & Marketing
  • » Sales & lettings applicants in one place
  • » Easy one click matching of applicants & properties
  • » Send property details by email, SMS and post
  • » Browse matches on screen
  • » Full match history stored against both property and applicant with feedback notes
Sales & Sales Progression
Acquaint CRM Sales and Sales Progression
  • » Configure your own milestones for sales progression
  • » Visual chain
  • » At a glance dates for contracts, searches, additional enquiries and surveys
  • » Allocate properties to staff for progression
  • » Produce branded invoices for commission
Lettings & Property Management
Acquaint CRM Lettings & Property Management
  • » Create and maintain tenancies
  • » Track property maintenance with work orders
  • » Allow tenants to submit online maintenance requests
  • » Handle all certificates, receive automated reminders of expiry
  • » Utility suppliers and meter readings
  • » Inspection reminders at your prescribed intervals
  • » Rent reviews and reminders
Client Accounting
Acquaint CRM Accounts
  • » Double entry accounts
  • » Produce automated branded invoices, statements and receipts
  • » Collect and process rent payments
  • » Batch payment of landlords and contractors
  • » Track deposits
  • » Export financial data
  • » ‘One click’ end of year statements for landlords
  • » Bank reconciliations
Diary & Appointments
Acquaint CRM Diary
  • » Full office diary, with day / week / month view per User / Department / Branch
  • » Print your day’s diary with viewing notes, contact telephone and key numbers for each appointment
  • » Send appointment confirmations and notifications by Emails and SMS text
  • » Automatic follow-up reminders
  • » Links to contacts, properties and stores feedback
  • » Send automatic viewing feedback requests to applicants via email and SMS text
  • » Synchronise with MS Outlook and mobile phones
Telephony Integration (TAPI)
Acquaint CRM Telephony Integration
  • » Screen pops for incoming calls
  • » See client's name and open their record from the screen pop
  • » Create a new contact record from the screen pop
  • » Initiate one click outgoing calls
  • » Call logging and reporting per User / Branch
  • » Works with any TAPI 2.x compliant telephone system
Reporting
Acquaint CRM Reporting
  • » Vendor, landlord, and contact reports
  • » Property reports
  • » Lettings reports
  • » Diary reports
  • » Financial reports
  • » Print, preview on screen, email and export
Integration
Acquaint CRM Integration
  • » Seamlessly post property listings to portals, your web site and social media
  • » Import registration emails from property portals
  • » Import and store emails, sent and received from Outlook
  • » Integration with energy suppliers, referencing companies, newspaper advertising, brochure printers, multi listing companies, telephone systems
  • » Export data and reports to Excel, PDF, etc