Connect your accounts. The rest is built in.
Your mailbox, your calendar, Xero and your own Cotality account connect in Settings. Clients, calls, documents, signing and compliance are already part of the platform, on the same client record.
Four accounts, each connected once.
Each one is in Settings, under Integrations, and you can disconnect it at any time.
Gmail or Outlook
Your own addressMail with a client lands on their record, matched by email address, with as much history as you choose to bring in. A reply from the CRM leaves from your own address and sits in your Sent folder. Mail that involves none of your contacts, and is not part of a thread with one, is never stored.
Included in BuyersagentsOS
Google or Outlook Calendar
Two-way syncAppointments you make here appear in your calendar, and events in your calendar come in as appointments. Your own commitments block the times a buyer can book.
Included in Pro Profile and BuyersagentsOS
Xero
Invoices out, paid status backRaise a client invoice from the CRM and it is created in your Xero, against your own accounts, with the client added if they are new. When it is paid in Xero, the CRM shows it paid.
Included in BuyersagentsOS
Cotality (RP Data)
Your own accountSign in once with your own RP Data account, on Cotality's own sign-in page. Property search, the suburb map, suburb statistics and the inspection brief work from that connection. You need your own RP Data subscription.
Included in BuyersagentsOS
Set up in Settings as well
Your email domain
SendingVerify your own domain and the email your clients receive is sent from it.
Included in BuyersagentsOS
Google reviews
Read onlyPaste your agency's Google Maps link and your rating, review count and a few of your reviews show on your agency page. An agency owner or admin sets it up.
Included in Pro Profile and BuyersagentsOS
Nothing else to connect.
Signing, video calls, identity checks and the buyer's private page run inside BuyersagentsOS, on the same client record. There is no second account to open for any of them.
Connect your accounts, and start with your clients.
Integrations come with BuyersagentsOS. Connect your mailbox, your calendar, Xero and your own Cotality account in Settings.
Every plan opens with a 7-day trial. Upgrade when you are ready. Cancel any time.