Like everyone, we did Google spreadsheets and it so did not work for us!
My name is Jane and I head the marketing department for a well-established real estate company in the mid west. We get a lot of bookings & queries, and managing all of it is quite some work. Earlier we would upload each of the project details in a folder structure, with brochure, property plans, cost breakup, availability and attended to customer queries by looking up these folders. We even created different copies of the same list for agents and customers and took the effort of updating these on a regular basis – very cumbersome. Here, look at the list below…
Using Microsoft Excel wasn’t an option for us since its not online and Google spreadsheet turned us down BIG time. We couldn’t work with the 50 user edit/view limitation and frankly speaking – without making real estate records available on the streets for quick edits, updates and searches for different agents based upon their access privilege was not even helping us at the end.
Can you setup and share different views of the same data records for different users in Google spreadsheet without having a Computer Science major?
We really needed something else and that’s when we discovered CollateBox.com online.
Identical to Excel and Google spreadsheet, we copied & loaded our existing list inside CollateBox online and created & shared different views of the sheet based upon the project for agents. We now could share newer projects with agents, track old ones and even track agent activity and customer queries without jumping between 10 Google spreadsheets. Agencies were allowed to update only few columns and the rest of the data in the sheet were made read-only. The Agencies were allowed to further share so that any prospective leads could only view the real time data. Whenever any changes were made, all viewers of a project were updated and real-time data could be collated at ease.
So I definitely would recommend CollateBox to all who work with small teams and want to share, update and work with business data list in a secure and need to know basis.