With entitlements you can now control your home builder CRM access so that information is better protected and users stay focused on their contacts and campaigns.
The entitlement feature of our home builder CRM allows you to assign roles to each user, which determines how much or how little they can access within the system. There are two primary types of entitlements that are used in SmartTouch™ Administrators and Restricted Sales Users.
SmartTouch™home builder platform managers are called Administrators. The real estate software admin users have full access to every aspect of the CRM, including the CRM setup.
The Administrators are the gatekeepers of the account and can assign entitlements that restrict the access of other users.
Each user has their own real estate software login that unlocks their account information. For restricted real estate software users this information is limited to what the Administrator has given them access to see. This could be everything or just a specific community, which is an important feature for builders with numerous neighborhoods. Access for restricted users includes:
As with our other features, there are numerous custom entitlement options in addition to these that Administrators can establish when their account is set up. We even provide an Entitlements Checklist to help Administrators determine which option provides the right kind of access and usability for each team member. Schedule a time to demo the SmartTouch™ platform to learn more about how entitlements make our CRM more secure.
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