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This guide has been reviewed against our global client base and classed as relevant to all regions |
Reapit Mobile software gives users the ability to access their CRM database on a smartphone or tablet, alongside the AgencyCloud desktop product
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Reapit on your mobile integrates with live data
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- with mobile and desktop pointing to the same database, any work carried out using either platform is instantly available to the whole user-base
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For information on how to access Reapit Mobile, click here |
This page covers:
(click a link to skip to the required section)
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Using mobile
Increase efficiency & professional imageAn essential tool for your team out in the field:
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Access to essential functionalityProvides access to day-to-day functions for both sales and lettings users, giving access to the Organiser, the diary, applicants, properties, contacts, messages and tasks plus general reports. Functionality is focused around negotiator and manager tasks – from registering an applicant or adding a market appraisal property, to processing appointment follow ups, setting call reminders and tasks or running reports whilst out of the office. | |
UsabilityDesigned to allow a current user to pick up easily. After creating a shortcut to Mobile on their device, users are set-up and ready to go. Using a sleek, easy to navigate interface - all usual terminology, commonly accessed screens and functions have been emulated. | |
Handy shortcutsA quick tap on a phone or envelope icon allows a contact to be called or emailed. For example, tapping the phone icon beside a vendor contact number will paste the number to the phone app interface on a smart phone; whereas tapping the envelope icon beside a vendor email address will create a new message with their email address already pasted across. | |
SecurityThe usual and standard high levels of security are mirrored in Mobile. No client information stored on a mobile device itself; only data stored is that which relates to a user’s login. Safety measures are in place at source, such as users being automatically logged out of Mobile after 10 minutes of inactivity. Entering a password incorrectly a number of times will also force a temporary lock-out. In addition, a variety of infrastructure level security protocols are in place to prevent and minimise brute force attacks to the data centre; this being the case for both desktop and mobile usage. | |
Technical informationMobile has been specifically designed to work off the Apple iOS eco system |
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- although there are no specific blockers to usage on Android devices, there are a number of minimum requirements to ensure the user experience is not impacted in anyway |
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Minimum Resolution
Minimum Device Support
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Operating System Support
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Using Reapit Mobile
1. Create shortcut on your mobile device
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2. Enter login details & access Organiser
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Smartphone view |
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Tablet view |
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3. Switch from sales to lettings
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4. View current property & applicant lists
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5. Access main menu
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6. Property screen
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7. Applicant screen
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8. Messages & tasks
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Other options
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Adding a new message or task
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9. Contact/journal notesAfter accessing Contact Notes from any record: |
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A guide to using Reapit Mobile |