🚀 New Automation: Automatic Creation of CRM Contacts from Lead Data

We’ve introduced a powerful new core capability in Dezrez that automatically converts contact details received via a lead into a CRM contact—eliminating the need for manual processing and ensuring that agents always have a complete, accurate contact list.

This enhancement significantly improves and streamlines lead handling workflows for estate and letting agents.

⚙️ How It Works

A new Preference has been added within Settings.

When enabled, Dezrez will automatically:

• Create a CRM contact from the details provided in the lead
• Link the contact to the lead record
• Add a Note & Activity entry explaining the origin of the contact

This ensures full auditability and transparency for all automatically generated contacts.

🔍 Smart Duplicate Detection

To avoid unnecessary or duplicate records, Dezrez performs intelligent matching across:

• Address
• Name
• Phone number
• Email address

If a match is found, the system will flag the record and will not create a new contact group, preventing duplication and keeping databases clean.

📝 Notes & Activities

Whenever the automation creates a contact, Dezrez will automatically generate a note under Notes & Activities.
This note includes:

• The origin of the lead
• Confirmation that the contact was created automatically

This provides a clear audit trail and improves traceability across all lead interactions.

🌟 Why This Matters

This enhancement supports our ongoing mission to:

• Improve user experience
• Reduce manual administrative effort
• Streamline business processes across sales and lettings
• Ensure consistent, accurate, and complete CRM data

Agents can now process leads faster and with greater confidence that their CRM remains up to date.

📄 Updated Document Management Layout on Property Details

We’ve introduced an improved way of displaying and managing documents within the Property Details screen. This update focuses on enhancing the overall UI and UX, making document handling faster, clearer, and more intuitive for users.

 🆕 What’s Changed?

We’ve moved away from the previous thumbnail-driven approach and introduced a clean, structured grid view.
This change enables:

• Quicker scanning of document details
• Better alignment across document types
• A more consistent experience with future enhancements

⚡ New Bulk Actions

To streamline workflows, the new grid view introduces bulk operations, allowing users to manage multiple documents at once:

• Bulk delete
• Bulk make public
• Bulk make private

This reduces repetitive actions and speeds up day-to-day document management significantly.

👁️ Faster Access: View & Download in One Click

Users can now view or download documents immediately—without needing to navigate into additional menus.
The familiar document menus remain available, preserving all existing advanced options.

👁️ Faster Document Upload: Simplified Uploads

Users can now upload one or more documents in a single accessible area across the whole property.

🔄 What’s Coming Next?

This is the first phase of broader enhancements to document management. Over the coming weeks, we’ll be applying the same improvements to:

• For Sale Documents
• For Let Documents
• Sales Progression Documents

Our aim is to create a consistent, modern, and highly efficient document-handling experience across all areas of the platform.

📊 New & Improved Sales Pipeline Report

We’ve launched a brand‑new Sales Pipeline Report within Reporting, replacing the previous report of the same name. This enhanced version introduces a wide range of improvements designed to give office managers and business owners deeper insight, greater control, and a more streamlined reporting experience.

🆕 What’s New?

The updated report displays key sales pipeline values by branch, helping agencies monitor and drive operational success.
Metrics now include:

• Total & average property valuation amounts
• Total & average instructed property prices
• Total & average on‑market property prices
• Total & average offer amounts

These metrics give management clearer insight into branch performance and pipeline health.

🔐 Improved Role‑Based Permissions

To provide better control over data visibility, the new Sales Pipeline Report includes enhanced permission settings.
Access can now be restricted at:

• Agency level
• Branch level
• Individual user level

These permissions are managed via Settings → Preferences, giving administrators more flexibility and security.

📌 Add to Any Dashboard

Users can now add the Sales Pipeline Report to any dashboard by selecting the MISC widget and searching for “Sales Pipeline”.
This makes it easier to keep critical KPIs visible at all times.

⚡ Enhanced Interaction & Usability

The updated report introduces several new tools to improve usability and navigation:

• Exporting (for use in analysis or reporting packs)
• Link-through views → View the same pipeline details grouped by negotiator for the selected branch
• Adjustable column visibility
• Sorting options
• Paging controls

These improvements ensure users can customise their view and work with the data in a way that best suits their operational needs.

🎯 Our Ongoing Commitment

This release is part of our continued focus on improving operational reporting for business owners.
Over the coming weeks, we will be extending these enhancements and introducing additional upgraded reports across the platform.