RealtoCRM documentation

Simple step-by-step guides for setting up and using RealtoCRM, starting with how to set up your team: roles, staff and field agents.

Set up your team

• Quick start: Set up your team once, in the right order, and everyone gets the access they need. This page is the short version. Each step links to a detailed guide.
• Enable branches: If your company has several offices, branch mode lets you separate data by office. This step is optional. Skip it if you run a single office.
• Create roles: A role decides what your office staff can see and do. Create one role per job, for example Receptionist, Sales Manager or Branch Officer.
• Add office staff: Staff are your office team. Create their account and choose a role. Once you save, they can sign in to the web platform.
• Add agents: Agents work in the field and use the mobile app. Create an account for each agent, share the login, and they are ready to go.
• Checklist & troubleshooting: Check these before your team starts work, and come back here if someone cannot see or do something.