SME Professional CRM Integration Set-Up

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 aspects of a letting agent’s business. The SME Professional goal is to simplify operations to allow an agent to spend more time growing their business.

What does the connection allow?

SME Professional offers market leading property management solutions designed to help letting agents and landlords efficiently manage many aspects of their business.

  1. Property, tenant and landlord information will flow and update from SME Professional to TouchRight, without the need to duplicate information.

  2. Links to final reports will automatically be stored in SME Professional.

How to set up the integration

If you’re an existing SME Professional customer, you’ll be able to contact SME and request an API key enable the connection. Once this has been added to your TouchRight account, you will be able to verify your existing properties in TouchRight so they are matched with your properties in SME Professional.

'Matching' properties

If you already have a TouchRight account with properties added, then those properties will need to be 'matched' with SME Professional 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 SME Professional 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.

You can download our handy PDF guides below:

How do I connect / disconnect my account with TouchRight?

How do I use it with TouchRight?


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