Average Ratings 1 Rating

Total 2 out of 5 stars
ease 1 out of 5 stars
features 3 out of 5 stars
design 2 out of 5 stars
support 2 out of 5 stars

Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Description

Customer Relationship Management, commonly known as CRM, encompasses a wide range of concepts and tools. Optima-CRM stands out as a specialized software for the real estate sector, emphasizing tried-and-true methods that empower you to effectively manage your business and team dynamics. It caters to users of all experience levels, from seasoned professionals to beginners. This software accommodates various real estate transactions, including residential, commercial, industrial, and land dealings, allowing you to oversee everything seamlessly from any device, at any time. Unlike other platforms that have hit a plateau, Optima-CRM continually evolves by incorporating new features that respond to shifts in the market and international trends. The direction of our development is significantly influenced by feedback from our global user base. Additionally, our platform supports multiple languages, enabling you to operate in the language you feel most comfortable with. To enhance your experience, our multilingual support team is readily accessible via phone, email, chat, tickets, or even in-person visits, ensuring assistance is always available when you need it. This commitment to support and adaptability sets Optima-CRM apart in the competitive landscape of real estate management software.

Description

Prolegis is a Canadian legal technology platform that helps law firms streamline real estate conveyancing, estate administration, and other document-intensive legal processes. Its browser-based applications allow legal professionals to organize matters, manage transaction details, and complete administrative activities from different devices. The Convey product provides comprehensive functionality for residential property purchases, sales, and refinancing transactions, including document preparation, task tracking, and communication management. For estate planning practices, the Estate Plan solution automates document drafting and supports the creation of wills, powers of attorney, and other estate-related documents. Prolegis also offers Settlement, a centralized collaboration environment for managing private mortgage due diligence, documentation, and communications between transaction participants. Its TitleProtect service monitors Alberta land titles for potentially fraudulent activity and adverse claims affecting property ownership. Additional capabilities include customizable workflows, automated checklists, matter dashboards, document templates, and tools for managing requisitions and undertakings. The platform supports integrations with title insurance providers, identity verification services, legal practice management applications, and other systems used by Canadian legal professionals. With Canadian-hosted data infrastructure, workflow automation, and dedicated customer support, Prolegis enables law firms to reduce manual work and manage legal matters more effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Clio No 
Prolegis DRR Submission Review No 
Prolegis Estate Plan No 
Prolegis | Convey No 
TitleProtect No 

Integrations

Clio Yes 
Prolegis DRR Submission Review Yes 
Prolegis Estate Plan Yes 
Prolegis | Convey Yes 
TitleProtect Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

OptimaSys Group Spain

Country

Spain

Website

optima-crm.com/en/

Vendor Details

Company Name

Prolegis Solutions

Founded

2018

Country

Canada

Website

www.prolegis.ca

Product Features

Real Estate Agency

Calendar Management No 
Client / Property Matching No 
Client Database No 
Commission Management No 
Contact Management No 
Contract Management No 
Email Marketing No 
Flyer / Catalog Printing No 
Lead Management No 
Listing Management No 
Property Database No 
Website Management No 

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

Real Estate Property Management

Billing & Invoicing No 
Commercial Properties No 
Contact Management No 
Credit Check No 
Expense Management No 
Insurance Management No 
Landlord Database No 
Late Fee Calculation No 
Lease Management No 
Maintenance Management No 
Owner Portal No 
Payment Processing No 
Portfolio Management No 
Rent Tracking No 
Residential Properties No 
Tax Management No 
Tenant Database No 
Tenant Portal No 
Vacancy Tracking No 
Website Management No 

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM No 
Commission Management No 
Contract Management No 
Critical Date Alerts No 
Document Templates No 
Electronic Signature No 
File Sharing No 
Task Management No 
Transaction Review No 

Product Features

Legal Document Management

Access Controls No 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control No 

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM No 
Commission Management No 
Contract Management No 
Critical Date Alerts No 
Document Templates No 
Electronic Signature No 
File Sharing No 
Task Management No 
Transaction Review No 

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