Everything you need to run your commercial property agency and unlock and share your team's knowledge.
With modules for Contact Management, Job and Fee Tracking, GDPR Compliance Management and Lease and Critical Date Tracking, PD gives you all the tools you need for managing your firm's activities and ensuring everything important is managed, shared and actioned.
Used by a wide range of clients including JLL, GCW, KLM Retail, Nash Bond, MMX Retail, Lunson Mitchenall, Avison Young Retail, Fawcett Mead, Cradick Retail, Johnson Fellows and Metis Real Estate, contact us today for a chat and a no-obligation demonstration.
Property Desktop is far and away the best solution for retail agents such as ourselves who need a comprehensive and sophisticated database … BOE know the industry well and are always happy to collaborate on finding new solutions and helping us manage our data better.
We use Property Desktop across the firm - for our contact management, job tracking and as our primary knowledgebase for our retail property data. It's become a key platform of our business and we've been greatly assisted by BOE's helpful proactive approach.
Property Desktop is an invaluable tool to our company as both a comprehensive database and for business generation. BOE provide excellent support in tailoring the platform to best-suit our needs.
Avison Young Retail struggled for years to develop its own database package before purchasing BOE's Property Desktop System. BOE has a very flexible approach, always being prepared to adapt the package to our specific needs, and are very supportive in responding to any backup that we need.
An in-depth commercial property database for recording the key data both on properties you've worked on and any comparable information you may wish to record.
A property record in PD can go into as much depth as you need, from basic address and heads of terms down to the status of individual rent reviews or the analysis of a zoned shop including allowances and disabilities.
Our critical date tracker means you can search both in the future for repeat business opportunities and historically to identify relevant comparables or analyse trends.
Designed specifically for commercial property, the PD contacts module is an easy to use but sophisticated CRM tool for recording all your firm's key contact information.
It has also been extended in 2018 to allow detailed support for GDPR compliance and auditing.
Every company and contact can be classified and searched on according to your specific criteria (eg. "Find me all investment agents based in Leeds" or "Find all retailers who are classifed as Luxury Goods").
You can generate and export any list to Excel or our own mailings module.
Our unique Outlook Addin combines the power and familiarity of your Microsoft Outlook Email client with the flexibility and depth of a proper CRM system.
Easily add any business contact from their email details in just a few clicks - we can even identify their phone numbers for you based on their email signature.
Import your existing Outlook contacts to PD via our Wizard, ensuring that they're shared across the team and not held in personal, easily lost "silos". And then use PD to manage your business contacts and keep them synched with Outlook and your phone.
Fee income is the lifeblood of your business, but how reliable and up to date is your Excel spreadsheet?
Using PD Job Tracking means you can see in seconds the projected and historical income across the firm by client, team, fee type or individual surveyor.
Any job can be tracked from start to finish, in as much detail as you need. You can also record disbursements and any other associated costs for any job.
And if you need to split fees between departments, perhaps for commission purposes - no problem, PD can handle that too.
We've been working with and helping UK Retail Surveyors for over 20 years, and we think no other tool comes close to our Zone A Calculator for analysing and recording UK Retail space.
On either a zoned or overall basis, PD can help you break down, devalue and report on any retail areas. You can work forwards from the rate or backwards from the target rent, and incorporate any necessary details - ancillary space, allowances, disabilities, rent free periods, capital contributions and variable amortisation periods.
If you work in UK Retail, you really should check out how this can help save you huge amounts of time and effort. (See www.zoneacalculator.com for a video and free trial).
