TouchRight integrates with Acquaint CRM, one of the leading management software systems for letting agents and estate agents.
The system is designed to be scalable from single user, to multi user, multi branch or even franchise models. Acquaint CRM is packed with features designed to cut down on as much repetitive admin as possible leaving teams more time to develop their business.
What does the connection allow?
Acquaint is one of the leading management software systems for letting agents and estate agents. It is packed with features to cut down on repetitive admin.
Property, landlord, tenant and full appointment/template information will flow from Acquaint into TouchRight when appointment scheduled, without the need to duplicate information.
Links to final reports will automatically be stored against the property in Acquaint.
Integration fully set up and managed within your Acquaint dashboard.
Synchronised appointments, change the date/time or delete an appointment in Acquaint and it will update in TouchRight.
How to use the integration
Schedule an appointment in your Acquaint diary, selecting the TouchRight report type and template.
Acquaint will automatically sync the Property, Landlord, Tenancy, Tenants, and Appointment details to TouchRight.
The appointment is automatically available to be synced straight to the TouchRight app, or converted to a report to complete on the dashboard.
Visit the property and complete the report in the TouchRight app, sync it back from the app to the TouchRight dashboard, edit and check the report before finalising with the 'Save & Complete' button.
Acquaint will check the TouchRight system automatically every 15 minutes, and look for any finalised reports. A pop-up message will appear in Acquaint to notify about a new report, and the report will be available immediately in Acquaint as a link. Plus the report link will save directly against the property in Acquaint for future reference.
You can download our handy PDF guides below: