Tasks and Task Plans in the booj Platform

Staying organized is about to become a lot easier.

Tasks and Task Plans, a highly anticipated component of the booj CRM, will provide brokers and agents with a systemized approach for staying on top of transactions and day-to-day action items – and help ensure nothing slips through the cracks.

Here are a few Tasks and Task Plan features to look forward to when the booj platform launches later this summer.

(This is just the beginning! RE/MAX Broker/Owners can learn more about booj at the 2019 BOC in Chicago, August 4-6. The agenda is full of hands-on demos and trainings for the new booj platform. Register now!)

Task Types

Three different types of Tasks are available: Contact/Lead, Deal and Personal. Tasks Plans, which consist of multiple tasks, can be assigned to a Contact/Lead or a Deal.

Contact/Lead Tasks – You can assign individual Tasks or a Task Plan for contacting and connecting with potential buyers and sellers, such as through email drip campaigns or follow-up phone calls.

Deal Tasks – This is where you assign Tasks or a Task Plan for your active deals; you can also assign a specific series of tasks for individual stages of a deal. This functionality works in conjunction with the CRM Deal Pipeline.

Personal Tasks – Stay on top of your personal to-do list. Assign tasks or reminders for items such as ordering business cards, updating your website or organizing your day outside of the office.

Task List View

Conveniently, within the list view, you can access all your open tasks and apply filters and add/edit columns to sort out the information you want. So, for example, if you have a half-hour between showings to make some phone calls, you can separate out all your “phone call” tasks – to easily view them as a group.

Auto Task Plans

Auto Task Plans enable you to streamline the process of setting up Task Plans. By assigning “if/then” rules, you can automatically designate a Task Plan to certain situations. For example, if a house goes under “pending status” you can automatically assign the Task Plan for for setting up an inspection, appraisal and taking the deal to close.

For more information about Tasks and Task Lists, RE/MAX Affiliates can log in to RE/MAX University to watch an overview video.

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