Goal
To enable agents to securely share important data with potential buyers online, whist having full controls of who can access it, track and view who downloads files to help identify the most interested buyer
Why
It ensures the protection of sensitive information while also providing valuable insights into buyer interest. By monitoring who downloads or views specific documents, agents can identify the most engaged buyers, prioritise follow-ups, and tailor their sales approach based on the buyer's level of interest and behaviour. This enhances security, prevents unauthorised access or data leaks, and ultimately streamlines the sales process by focusing efforts on the most promising leads.
Key Feature
Content control: Deciding what information & documents should be in the data room
Access control: Visitors have to request access to get into a data room. Agents can accept, reject and revoke access
Insights: Details timeline and overview of all activity of those who have access
Visitors: Can be stored as contact to your CRM