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Qobrix Release Notes
See what’s new in Qobrix and what we’re gradually rolling out.
1- 15 March 2023
New feature categories added for property listings
Our Additional Features functionality has been expanded to include more categories such as Appliances, Association Amenities, Cooling, and more. These features are pre-filled for USA listings and customizable for other countries. Saved views and searches now include these features for all property types. Custom layouts are also available upon request. Features will only appear for applicable property types, ensuring accurate search results.
Bulk editing available for main modules
Efficiently update multiple records in a module with our new bulk editing feature. Simply select a field from the predefined list and choose whether to notify relevant parties. The total number of records being updated will be displayed for your convenience.
Mailchimp integration (Beta)
Qobrix now integrates with Mailchimp, allowing for seamless contact and lead management. Contacts and leads created in Qobrix are automatically added to Mailchimp, along with details such as status and enquiry type. Updates made in Qobrix are also reflected in Mailchimp, ensuring accurate data across platforms. Duplicate contacts or leads with the same email address are merged by Mailchimp based on the latest update.
Email brochure template update
Our email brochure template now includes both singular and plural text to accurately reflect the number of properties included in the email.
VIP Portal actions removal
To streamline user experience, actions related to the VIP Portal will only be visible when the VIP Portal is active. These actions include the Publish to VIP button in the Projects page and the Recommended Project tab in the lead view page.
Recycle bin functionality
Deleted users can now be easily restored using our new “un-trash” feature in the recycle bin.
Improved location matching
We have improved the location matching when creating new properties, ensuring that the most relevant location is displayed first in search results.
Custom favicon for portals
Personalize each portal with a custom favicon by uploading your own. Please note that a hard refresh may be necessary to see the changes take effect.
Enhanced CSV importing
Importing CSV files has been streamlined with a new feature allowing for easy data clearing. A dropdown menu provides the option to clear empty fields, with the default setting at No to ensure data integrity. Please exercise caution when selecting Yes, as this option will remove existing CRM data.
Our Zapier integration now includes more contact fields, with the ability to specify whether a contact is an individual or organization. Additionally, users can now Find or Create contacts based on phone or email, reducing duplicate entries, and streamlining contact management. This new feature is particularly useful for managing Facebook Leads and minimizing the creation of new contacts.
1-28 February 2023
Create a user for the Agent portal
From the agent view page, we can invite new users to the Agent Portal and gain access to it. However, if the user already exists, the Broker page will not have an invite button, and the action button will only show ‘view in agent portal,’ indicating that inviting the user again is not possible.
Retrieve translations for properties through the API
By including the X- Locale in the request, it becomes possible to retrieve translations of properties and property types in languages other than the primary one.
A ‘share’ button has been included on the view page of both property & project
Customers who have enabled the website URL in their settings or have individually added a website URL to a property now have access to the ‘Share’ button. This is an opt-in feature.
Create a Client Portal user from the agreement module in CRM
From the Agreement view page, we can invite new users to the Client Portal and access it. If the user already exists, an error message will appear.
Add property/project support when creating a lead via Zapier
When using Zapier Integration, property and project can now be added in Leads.
AWS SMS integration now has improved handling of sender ID
Sender ID is no longer accessible in the integration settings and must now be defined through the AWS Console.
Add or update a new property from the Agent Portal
An agent can successfully add or update a new property from the Agent Portal.
The recycle bin can be found under the admin menu
Clicking on the recycle bin option from the settings menu will direct us to the recycle bin page. From there, we can choose a module from the multi-select menu to display deleted records for that module. Each trashed record is identified by name, and every user can only view their own deleted records.
The seller role is automatically defined when assigning a contact to a property as the seller
Being marked as a Seller in any contact automatically classifies a contact as a Seller.
View the agent from the view page
If you click to view the agent from the view page, it will open up in a new tab.
When adding, deleting, or reordering media, it remains within the same category
After uploading, reordering, or deleting photos, the focus stays on the same category. Additionally, we now display the original name instead of the one with the numbered prefix.
1-31 January 2023
Modify the display columns for Properties
You can now modify the display columns for Properties when they are included in a Project.
Improved file upload speed
We have now enhanced the speed of file uploads by optimizing the file upload process.
Acceptable media types per category
Media types are now restricted according to category, allowing us to prevent inappropriate file types from being uploaded, such as non-image files in the featured photo or photo categories.
Introducing the Properties/Project feature for the VIP Portal
This feature allows users to view suggested properties/projects while viewing properties/projects in table and grid view and also from matching properties under the properties/projects table and grid view
Moving away from the lead status
We have transitioned away from the lead status field by implementing the workflow conversion status field, which aims to eliminate inconsistencies in status when viewed in table view, adding, editing, or viewing leads. Additionally, we can now provide translations for workflow statuses.
Advanced search under activities
We now have advanced search functionality for activities, including viewing, tasks, calls, emails, SMS, and jobs
Customized saved views
We have implemented the ‘Saved Views’ feature that enables users to create their own custom views including pre-filled filters, selected columns, and options for properties and projects such as table, grid, or map view. Users will have the ability to set a default view for themselves, and administrators can set default views for all users. Note that personal default views will take precedence over views set as default by the administrator.
1-31 December 2022
View all leads created by a contact under an organization
When contacts come as leads, a filter can be used to view leads for the specific contact.
Creating leads from the agent portal
When creating a new lead from the agent portal, the lead is assigned to the user that created the lead and not to the agent.
Filters under users
A filter can now be used under the users page.
Photo thumbnail when reordering the media
When media is reordered, a thumbnail photo has been added while viewing a property or project.
New media categories under lead
Two new media categories have been added under the lead, KYC, and VIP document categories
Workflows for tasks and jobs
For easy status modification, a status banner has been added to tasks and jobs.
A modal has been added to confirm exporting
To avoid accidental exporting, a confirmation has been added.
Website URL for properties and projects
When viewing a property or project, a website URL has been added under settings to generate website links.
Redirect to search from the dashboard widget
You can now click on a widget while viewing a dashboard to display the selected search used to create that widget.
Edit lead in the agent portal
A lead can be edited via the agent portal with the right permissions.
Media manager under leads
As in other modules, we now have a media manager under leads.
All users can now use and pause any CRM notifications.
Zapier has been updated to include ‘assigned to’ under contacts.
1-30 November 2022
All portals now open in a new tab
When clicking on the portal buttons, they now open in a new tab.
Field mappings for XE, Spitogatos, Bazaraki, and Altamira have been improved.
Filter under Matching Properties
A filter has now been included under matching properties.
Carousel during media sorting
A carousel feature has now been enabled to sort photos.
Payments/Payment Plans under the Client Portal
Payment/Payments Plans under the Client Portal can now be viewed
Starting bid appears on properties for auction
If the property is for auction, the amount of the starting bid will appear in the default brochures.
Links in email brochures
Email Brochures can include brochure links with current user details.
Activate the location browser
The location browser can now be activated from the system settings.
Coordinates on map
We now support pasting and selecting specific map coordinates without the nearest match.
The multiline comment is now supported by using Shift + Enter for a new line and Enter to submit.
Properties & projects on the agent portal
Properties and projects are now available on the agent portal.
12-31 October 2022
Advanced search re-imagined
With the new advanced search options, you can see saved searches, sorting options, results per page, show/hide filters button, change view, export and add filter. Additionally, you can apply the filters and switch seamlessly between grid, map and table view.
The town planning zone filter has been added in the default property search fields
Should the selected property type be land, the town planning zone filter has now been included.
From/to fields are no longer required
To increase flexibility, the from/to fields are no longer required. The user can now use up-to or minimum values when searching.
Manage saved searches effortlessly
The “manage saved searches” button is located at the bottom of the “saved searches” box. To rename or even remove a saved search, click that. You can export a saved search without actually loading it, which is another useful option.
We can now update the dashboard name, update or clear the group via the edit button and rearrange dashboard widgets using the rearrangement button.
Interchangeable profile photos
Using the sorting feature, multiple user profile photos can be changed at any time.
A clickable link may now be created for any field whose value can be represented as a link, regardless of whether it is a native or custom field.
Hidden fields are now cleared during save
When a field’s visibility conditions are changed or not yet saved, the values are removed. For example, if we determine that a home will eventually be for sale and choose For Sale while it is still listed as a House for Rent, the value of the rental price will be removed during the saving process. Any fields associated with the house that are now hidden will be cleared. Nothing happens if the cancel button is pressed, but the settings are cleared and saved if the save button is selected.
Increase/decrease activity duration
We can now change the activity duration by dragging the activity within the calendar.
2 – 10 October 2022
Media categories that appear within the client portal can be configured
We can now select which media categories the portal should include when listing media such as photos, architectural plans and documents.
Create dashboards without specifying a group
The user can now create a dashboard without specifying a group, making it accessible for all users.
Contact page in the client portal
On agreements in the CRM, an image, title, email and phone number can now be assigned to a contact.
6-30 September 2022
Invoices marked as paid have been added to the settings page
22-31 August 2022
Google Maps link while viewing property/project
18-26 July 2022
Qobrix now an official Zapier app
1-31 January 2023
4-14 June 2022
1-17 May 2022
Email multiple contacts at once
19-28 April 2022
Translations in Properties
1-18 April 2022
24-30 March 2022
Expanding role details for contacts
17-23 March 2022
Activities in contacts
10-16 March 2022
Contacts and Permissions
18-24 February 2022
Inline file fields for properties
10-16 February 2022
More tabs to minimise scrolling
21-28 January 2022
Leads and Opportunities are combined into Leads
8-14 December 2021
23-29 November 2021
01-07 November 2021
25-31 October 2021
XE Greece is now available for testing with real data via the Qobrix API. More changes are coming for XE, Spitogatos and integrations in general over the next days.
Calendar & Activities
A link to the related record is now available when clicking any event (Task, Viewing or Call). For example, for Viewings the link Related Opportunity is provided which allows you to navigate to the actual Opportunity without leaving the Calendar.
We made sure that all modules now have Legacy ID and Unique ID and that the naming is consistent. This should allow users to import more records from old systems using the Legacy ID. It also helps when importing and updating existing records, as all records can be updated via Unique ID now.
Due Date is now available in the Invoices table, when viewing any Payment Plan.
Testing environment is now available for designers so that they can design new email templates.
18-24 October 2021
Our Finance module now includes Payment Plans, Invoices and Payments. From the Client contract module you can view all the related Payment Plans and create new ones, if needed. From Payment Plans you can view related Invoices and also create new Invoices. You can now also generate invoices.
Lastly, Payments can be viewed and created from invoices.
We have improved how matching leads work by including Leads not specified Budget, No of Bedrooms or Bathrooms. We are also excluding converted Leads.
11-17 October 2021
Activities & Calendar
Calendar events are now clickable so that you can view more details about Activity.
It is now possible to automatically view Matching Leads under any Property. This takes into consideration the Property type, Price, No of Bedrooms and Bathrooms.
20-26 September 2021
Jamaican dollar is now displayed with JMD prefix instead of $.
User Management & Profile
It is now possible for users to change their own email via the Profile page. Administrators can do the same via the Users Management option, under the admin menu.
13-19 September 2021
You now have the option to navigate between different pages using the right panel (aka slider) enhancing user experience. For e.g. it is currently possible to select a Lead, then click on the contact, then on the organisation in order to edit it, without leaving the main Leads Page. This works for activities and comments too.
Brochures now take system language into consideration. As a result, brochures can now be generated in Greek, Italian and Spanish.
Images are now cached making for faster page loads.
6-12 September 2021
Advanced Search & Reports
Edit/View/Delete actions are now available in search results. Tooltip is now displayed next to each cell header to indicate the module. This is useful when the report includes two or more fields having the same name. We have improved the Save functionality to work with groups (Summary Reports).
Pagination will be displayed in instances where you will have more that 50 photos per category, making for faster page loads.
It is now possible to import Projects and Locations or Properties and Locations in one go.
30 August-5 September 2021
The weather component when publishing/unpublishing projects is now visible.
You are now able to upload files of up to 15MB.
We added the option to bulk upload media by using the Property Unique Reference ID or the Legacy ID. Upon upload, images that have successfully uploaded and those that failed to upload will be highlighted.
Water and electricity fields are now available for all property types.
You are now able to edit project photos when editing a project.
Lead Description now shows under the Details panel in lead view.
We now break words to the next line so that they fit on the alert dialog. Adjustments have also been made for small screens, including the sidebar which has been improved to show all the elements and how the text is displayed on Sales Pipelines.
It is now possible to import photos and other files like PDFs, Word Documents etc in bulk. This can be accessed via Admin (gear icon) > Imports. Note that currently is possible to import files by using only the Property UUID. We are working to add support for Property Unique ID and Legacy ID.
Some features to note:
- Images can be previewed in browser, grouped by Property
- Option to remove an image if needed before start uploading
- Option to remove an entire folder if needed before start uploading
Agents are now displayed (and viewable) under the Agency to which they belong.
You can now quickly add a new Organisation when adding/editing a contact. This is not supported when adding a new Contact via a modal window, ie when creating a Lead.
The newly introduced Calendar allows you to get a high level overview of the ongoing Activities including Tasks, Calls, Viewings and Follow-ups. This works not just on a personal level but on a team level too. In particular, team supervisors can use the Calendar view to get the same information for the entire team.
In addition, calendar events can be received to your iPhone calendar or Outlook calendar by using ICS Feeds.
We are introducing a two-way integration with Mailchimp that allows you not only to push Contact and Leads information to Maichimp, but also to retrieve campaign events from Mailchimp.
Effective this release we are pushing more information to Mailchimp to allow better segmentation in Mailchimp Audiences. By leveraging this integration Campaigns can target leads looking to rent an apartment in London or buy land in Greece. On top of that, any email sent through Mailchimp is recorded in Qobrix CRM allowing you to capture both Sales and Marketing activities.
We improved the way events are being displayed in Activities Timeline by adding more relevant information to each event.
We are expanding Qobrix API by adding the capability to retrieve the Change-log for any resource including Leads, Opportunities and Properties.
New Plan – Essentials
We are releasing a new plan which is now available for a free-trial.
Communication – Text and Email Messages
Getting in touch with your prospects and clients has never been easier with Qobrix. You can now send a Text Message (SMS) to any Lead, straight away from the Timeline view. In fact, this can be done from any Contact, Lead, Opportunity or Client registered into Qobrix CRM. All you need to do is to establish a connection with AWS SMS Service and ensure that the Contact’s mobile number is valid.
Similar to Text Messages, you can also send an email – again through the Timeline view. To make this work you will need to setup your Email Profile through User Settings.
Last but not least, incoming emails will also show up on your Timeline. This will allow you to have a consolidated view of all your actions – from Calls and Viewings to Text and Email Messages.
To keep you updated with the most important changes happening in the CRM, Qobrix sends you now an email including all the necessary details. For example, you will be notified when a new Lead is assigned to you or when a new Comment was added. We understand that notifications can be overwhelming in some cases, and hence we are providing the option to adjust them in User Settings. In brief you can enable or disable Email Notifications for any of the following:
- A Lead, Opportunity or a Client is assigned to you
- A Lead, Opportunity or a Client previously assigned to you, is now assigned to someone else
- A Lead was converted to an Opportunity
- An Opportunity was converted to a Client Contract
- An Activity (Call, Viewing, Task) was added to a Lead, Opportunity or a Client that is assigned to you
- An new comment was added to a Lead, Opportunity or a Client that is assigned to you
- A Property is published
- When an export / import is completed
On top of the above, you can also control whether you are getting email notifications for changes made by you or your team.
Units of Measurement and Currencies
Qobrix can be configured to work with any currency and measurement unit; this can be done very easily through the intuitive setup wizard. The chosen currency and units are being reflected across the entire system, from Properties pricing to Offers and Brochures.
New Qobrix Experience
We have made it easier to use Qobrix. The new experience offers a fresh and modern look. It is compact so that you can do more with less scrolling. We have given special attention to the timeline in particular which has been redesigned to display more events. Navigation has been also improved which makes it easier to navigate between search results and individual pages.
On top of that we have made significant changes on how you can manage your Media and Brochures.
Brochures can be managed and adjusted in different ways. First, you can upload your branding logo, define your branding colors and contact details to give the necessary corporate touch. Further, you can now preview and adjust Brochure’s content before generating the final PDF.
Property photos can be re-arranged to select the order they appear in Brochures. In fact, this works for all uploaded documents. Further, images uploaded are now being auto-rotated. Last but not least, support for JFIF has been added.