NEW...ReloSpec Branch Option
The new ReloSpec Branch Option is now avaialble. This new option allows for workers in a brach of your company to login to ReloSpec but view ONLY the records "assigned" to their branch. For example, if you have one group dedicated to handling Internet leads and another dedicated to Relocation and you do not want eaither group viewing the records of the other group, you need the Branch option. It allows all records to be stored in one large ReloSpec database but have a separation of records that may be viewed by any "branch". ReloSpec users assigned to the "Master" ReloSpec database may view and run reports on all records for all branches.
Pricing for the ReloSpec Branch option is a one-time cost of $400 for each "branch" option, plus $250 for each additional license (ID/Password), if needed. The annual maintenance for the Branch option is $200.
Concierge Option is now available
The new ReloSpec Concierge option is now available. This new option allows you to track requests for Concierge services for clients in the ReloSpec Referrals table.
For example, let's say a client contacts you and needs a plumbing service. Using the Concierge option you may select up to 5 suggested vendors to fill the need. You simply select the vendor(s) and click the 'Send Email' button on the Concierge page. An email is automatically sent to each of the vendors with the client contact information along with the needs detail. In addition, an email is sent to the client with a list of the vendors you suggested. And, a note is added to the Notes table documenting all that was done.
There are also forms and reports associated with the Concierge option that allow you to track what vendors are being selected and the feedback from the client regarding the service.
The introductory cost of the Concierge option is $199 during March 2009 and $249 beginning in April 2009. To see a demonstration of the Conceirge option click the 'Concierge Option' in the Training Videos page (ReloSpec Main Menu, Training Videos)
Five new Cartus Affinity forms are now available for members of the Cartus Broker Network. These are the new forms announced by Cartus Broker Services recently. They do not replace the previous forms which are scheduled to be available until the end of March 2009. All new Cartus forms appear in the ReloSpec FORMS page and begin with "Cartus New Affinity...".
There is a new Training video that demonstrates the use of the Cartus forms, and is available on the Training Videos page.