Reapit CRM Integration Set-Up

Reapit CRM Integration Set-Up

TouchRight integrates with Reapit, the property software platform used by leading agents.

Reapit’s property software helps agents grow their businesses across sales, lettings, and property management, allowing agents to get the most out of their marketing investments, accelerate sales progression, and dramatically improve productivity across their businesses with an intuitive and fully integrated suite of products on a cloud hosted database.

What does the connection allow?

  • No duplication - property, appointment, tenant & landlord information shared from Reapit to TouchRight

  • Everything kept in sync - updates shared between Reapit and TouchRight seamlessly – whether updating a property, tenancy, appointment or report

  • Reports easily accessible - completed property reports instantly available in Reapit

  • Save time and effort - no double-entry data!

How to set up the integration

  1. Install the TouchRight app from the Reapit Marketplace, in your Reapit account

  2. Login to your TouchRight account, go to the Integrations area (My Account>Integrations), open the Reapit section and login to your Reapit Connect account and then:

    • Select Appointment Types to pull in from Reapit to TouchRight

    • Select Branches to connect with TouchRight

    • Add your Reapit user IDs to your TouchRight user IDs

'Matching' properties

If you already have a TouchRight account with properties added, then those properties will need to be 'matched' with Reapit to avoid duplicates - please click the 'Match Properties' button in the Properties screen, to start this process. Properties will either be listed as:

  • Unmatched - click the pencil icon to find an Reapit property to match to. This should be done on any 'unmatched' properties, before clicking the 'Confirm' button.

  • Partially Matched - this means that a suggested match has been made - if the suggestion looks correct them click the 'Confirm' button.

  • Already Matched - nothing needs to be done, as these properties have successfully matched.

Once the connection is set up, there will be no need to add properties and appointments in TouchRight, as this information will seamlessly flow from your Reapit account into TouchRight. Completed property reports will be available to access in Reapit, as a link.

  • Appointment details (date, time, appointment type) will instantly be available in TouchRight. The appointment just needs the report template to be added, then it is ready to sync to the TouchRight app.

  • Property details (address, tenant, landlord information) will instantly be available in TouchRight.

  • Once a property report has been completed in TouchRight, the report PDF will instantly be available against the property in Reapit.

  • A usage charge for the integration will apply.

You can download our handy PDF guides below:

    • Related Articles

    • Acquaint CRM Integration Set-Up

      TouchRight integrates with Acquaint CRM, one of the leading management software systems for letting agents and estate agents. The system is designed to be scalable from single user, to multi user, multi branch or even franchise models. Acquaint CRM ...
    • Reapit

      TouchRight integrates with Reapit, the property software platform used by leading agents. Reapit’s property software helps agents grow their businesses across sales, lettings, and property management, allowing agents to get the most out of their ...
    • agentOS CRM Integration Set-Up

      TouchRight integrates with agentOS, one of the leading software back office systems. AgentOS is one of the letting and estate agent software products with a smart look and features, built by agents for agents. Connect your agentOS account to ...
    • SME Professional CRM Integration Set-Up

      TouchRight integrates with SME Professional, one of the market leading property management solutions. SME Professional is not only designed for the professional management of a property portfolio – it is a solution to help efficiently manage many ...
    • Signable Integration Set-Up

      TouchRight integrates with Signable, one of the leading eSignature software platforms for business. Signable enables companies to get documents signed legally, quickly & securely online with electronic signatures. What does the connection allow? With ...