Kato

▶︎ 2 Minute Overview of Agency CRM

Mike Avery

Hailey Good

Holly Moran

📚  Kato Pro training

Lesson 1: Property Marketing - initial steps to market a property to the public

Lesson 2: Respond to Applicants - basics of storing & replying to enquiries

Starter Guides

Lesson 1: Initially create, match & respond to applicants

Lesson 2: Keep requirements up to date

Lesson 3: Book viewings

Lesson 4: Running requirement reports

Customise the quick links & save your views!

Personalise the Requirements Hub

Allow clients to view their property matches online, providing real-time access to tailored listings for greater convenience and engagement.

🌟Pro - Requirements: Client login

Compile a list of suitable properties to send to your client, ensuring they receive a tailored selection!

🌟Pro - Requirements: Property shortlist

Report on the requirements your agency is trying to find space for

🌟Pro - Requirements: Export

Society Acquisitions Types

Respond & track requirements

Quick overview of how to publish your Properties to the Portals within Kato.

Lesson 1: Publishing to Portals

Quick overview of how to publish your Properties to the Marketing Outputs within Kato.

Lesson 2: Publishing to Marketing Outputs

Lesson 5: Send campaign emails

Report on the disposals your agency is marketing

🌟Pro - Disposals: Export

Compose and send an email out to marketing lists and other contacts

🌟Pro - Disposals: Email

Property Marketing

Lesson 1: Search & filter transactions

Lesson 2: Export transactions

How to create a transaction from a disposal or requirement

Transactions: Creating a transaction

Store key dates & notifications on transactions

Transactions

Lesson 1: Search & filter contacts

Lesson 2: Create a company / contact

Lesson 3: Manage marketing lists & preferences

Lesson 4: Export contacts

Create & manage tasks

CRM [Companies, Contacts & Tasks]

Send us a list of your transactions and we'll load them for you

Bulk Upload Transactions

Send us your requirement lists and we'll load them for you

Bulk Upload Requirements

Send us your data and we'll load them for you

Bulk Upload Companies & Contacts

Importing Data Guides

About Kato

About Agents Society

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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