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Feature Releases
February 2022 Release
February 2022 Release
Brandon Crichton avatar
Written by Brandon Crichton
Updated over a week ago

Grouping Contacts

Now you can "Group" contacts/leads together as 1 item in Reach! Let's say you have a husband+wife client, you can group them together so all future events, listings, and transactions will be associated to both contacts.


Notifications Centre

For Teams, we've created a notification centre within the app to allow you to see what has been done within your team. Control these notifications in "Settings". You can also turn-off email notifications for when your team completes things.


Lead Capture / Website form integration

If you already have a website that captures leads via Form Submission, you can now have those leads automatically pull into Reach. If you don't already have a form, Reach provides you with a simple form submission that can be placed on your website or other lead capture areas.


Import Clients with Custom CSV

We still allow for Google Import, but we have now created a custom .csv file import method. This will allow users to import any .csv file and have Reach map out each heading.


Mass Edit Contact Tags+Archive

In Contacts, you can select multiple contacts and mass edit their tags, or archive multiple contacts at once.


Filter Subtasks (On/Off Completed)

Some users love the experience of checking off tasks, and seeing them disappear - We kinda agreed! We now allow users to toggle on/off subtask completion and they disappear once the subtask itself is complete.


Automated Tasks - Now Apply to Leads/Contacts

We recognize their may be "Automated Tasks" (Checklists) you do with your Contacts and Leads. We've now incorporated them into Contacts/Leads. You'll find an option to +ADD Automated Task within each contact card.


Summary

  • Group Contacts (husband + wife) into one group

  • Notification Centre for team collaboration notifications

  • Import Contacts via .csv file directly, without Google Import

  • Mass Edit Contacts (Tags and Archive) from Contact List

  • Filter Completed Subtasks On/Off

  • Automated Tasks not apply to Leads and Contacts

We are constantly striving to improve the awesomeness of Reach CRM for you agents. We always value input and feedback as we work to build the most powerful (yet simple) Real Estate tool.

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