Advanced Features and Customization
What documents can I generate in PropSpace?
PropSpace streamlines your workflow by allowing you to generate various essential documents directly from the platform. This eliminates the need for printing, scanning, and manually storing physical documents, saving you significant time and effort. ...
How to upload Documents Templates to PropSpace?
The Document Template feature in PropSpace CRM empowers you to efficiently manage and personalize important documents. With this tool, you can create or upload templates, automatically populate client details, and keep your documents well-organized ...
How To Import My Data To PropSpace CRM
Are you a new real estate agency looking to organize your operations or an established one ready to upgrade your processes? PropSpace CRM offers a hassle-free way to import your existing data into our system. Why Choose PropSpace for Your Data ...
Is there a way to add a sub-location in PropSpace CRM?
Absolutely! We welcome your contributions to adding new locations and sub-locations in PropSpace. At PropSpace, we prioritize maintaining up-to-date information on locations and sub-locations for your property listings. However, there may be ...
How do I add a custom field?
How do I add a custom field? Creating Custom Fields in PropSpace You can create custom fields on any module in PropSpace, which allows you to work with additional fields that may be relevant to your work. For example, if your company uses an internal ...
Why Use SendGrid?
How to create a SendGrid Account? Setting Up a SendGrid Account for Bulk Emails Why Use SendGrid? SendGrid is a powerful email delivery service that helps manage and send bulk emails efficiently. Integrating SendGrid with PropSpace allows you to ...
Integrating with External Services
Integrating with External Services How to Set Up Integration with External Tools and Services: Enabling Integrations: Go to 'Admin' and select 'Integrations'. Choose from a list of available services such as CRMs, financial software, or marketing ...
Customizing PropSpace Settings
Customizing PropSpace Settings How to Customise General Settings in PropSpace: Accessing Settings: Navigate to the 'Admin' section and select 'Settings'. Browse through various settings categories like General, Leads, Listings, Reports, etc. ...