Process Packages
The optimal addition for the process manager: Automate standard procedures with process packages.
Process Packages as Process Management Tools
Acquisition, data maintenance, HR processes, or lead management: the same procedures always pop up, costing valuable time. Wouldn’t it be nice if they could be automated? That’s exactly what our process packages are for. They cover typical tasks in a real estate agent’s daily routine and can be individually adapted to your software. Focus on your core business and let the onOffice process packages handle your routine tasks.
Overview of Our Process Packages
With a total of six process packages, you can cover various standard tasks. Ready to save more time?
GDPR Package / Data Protection Package
This package covers everything related to data storage: with standard processes for up to five contact types, the system adjusts storage periods and automatically requests consent.
Data Maintenance Package
Data maintenance made easy. The process manager automatically sends contact data completion requests and archives old data sets. This way, your database remains well-maintained.
Acquisition Package
Keep track: the process manager sets the acquisition date based on the status. See the acquisition funnel and status for each property directly on the dashboard.
HR Package
Manage your employees with ease: automate processes for illness, vacation, absence, onboarding, or termination. This way, nothing is forgotten, and you are always well-prepared.
Lead Management Package
Current search profiles and highly qualified leads – our fifth package ensures this. It checks the relevance of search criteria and performs various actions based on property feedback.
Lead Generator Plus Package
Sounds cool, and it is: with the lead generator on your website, properties and contacts are automatically created. The system then directly sends the market price estimate to the owner.
More than just Processes
Two birds with one stone! With the process packages, you get practical tools and features from onOffice enterprise: For example, the Lead Generator Plus package provides not only the iFrame for the lead generator on your website but also all the processes for lead handling.
Which process package suits you and your company best? We are happy to advise you.
Benefits of the Process Packages
Quick and easy: Our process packages handle your routine tasks for specific areas. See what they all have in common:
Plug & Play
Start right away without any hassle: onOffice’s process packages come with all necessary adjustments to your version, including fields, filters, and formulas.
Customer-Oriented
You probably handle routine tasks in your sleep – but they still take up a lot of time. With automated processes, recurring tasks are handled automatically. This gives you more time for your customers.
Let’s be productive
With automated processes, you maintain your database effortlessly and stay in touch with your leads. Complete your tasks faster, work more productively, and broker more efficiently.
Top Service
Optimized service with process packages: thanks to automation, nothing is forgotten, your customers feel well taken care of, and your service quality gets a glow-up.
The Right Tools at Your Fingertips with Process Packages
Get to know our process packages!
Which versions does it come with?
If you are using the process manager, you can add the process packages individually. Your sales representative will be happy to advise you on this!
FAQ
We answer frequently asked questions about Process Packages.
The process manager is a prerequisite for using the process packages. Depending on the package, you may need additional tools and features from onOffice enterprise, such as the onOffice Marketplace for the Lead Generator Plus package. Feel free to reach out for any assistance.
Which area demands regular involvement in routine tasks? Which recurring tasks tend to be time-consuming? Are there any specific tasks that you find less satisfying? Speak personally with your sales representative – together, we will find the best solution.
Any Questions?
