Propertybase CRM (formerly known as Boston Logic) now integrates with BackOffice Transactions Management, which will enable agents to easily create and view transactions from the CRM for better adoption and ease of use.
If you are new to BackOffice and would like to learn more about the product, please Request a Demo.
Setting up the Integration
If you are already a BackOffice customer, please contact firstname.lastname@example.org to set up the Transactions Management integration and provide your BackOffice domain (the URL you go to log in to your account).
Creating a New Transaction
To create a new transaction from the Propertybase CRM, go to the Transactions tab, and click the New Transaction button. This will pop up a creation form for you to fill out the basic transactions information. These fields correspond to the BackOffice transactions creation flow for designating a transaction category (Residential, Apartment, Commercial, or Referral), type (Sale or Lease), phase (Start, Showing, Contract, Pre-Closing, or Post-Closing), Party Representation (Buying or Selling, etc.) and the lead associated with the transaction.
Propertybase CRM Create Modal and BackOffice Create Transactions flow:
Once you fill out the information in the modal and click Create Transaction, the transaction is automatically created in BackOffice in the background and will appear in Propertybase CRM in a search.
You can also create a transaction from the back-end listings page (PDP) by going to the Actions dropdown and clicking New Transaction, as well as from the Quick Actions panel on the Quick Actions toolbar and the dashboard.
Quick Actions toolbar - click the icon to open up the toolbar:
Quick Actions on dashboard:
Viewing and Managing Transactions
In the transactions tab, you will see a list of the synced transactions from BackOffice to Propertybase CRM. Click on a transaction record to view more details and manage the transaction in BackOffice (you will automatically be sent over via the SSO).
By default, on the first sync, all BackOffice transactions will be synced to the Propertybase CRM. Transactions will re-sync every 5 minutes subsequently after that.
You can access two closed-loop reports in the Propertybase CRM system under the Reports tab (Revenue by Agent and Revenue by Source). For additional reporting, go to your BackOffice account > Transactions > Reports to view more detailed transactions reports.