Hayley integrates with your PMS/CRM to access and manage community and prospect information. This enables it to access real-time prospect and community info, answering prospect inquiries accurately with the latest details. Additionally, it keeps track of all conversations it manages, ensuring everything is synced and readily available within your CRM/PMS for easy access and future reference.
This article details the two-way communications that take place between these systems.
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Inbound Flow: What Hayley Receives from PMS
Hayley pulls various types of data from the PMS:
- Agent Details: Information about property agents, including contact details and availabilities.
- Tour Slot Availability: Current availability of dates and times for property tours and holidays.
- Unit Availability: Updates on which units are available for rent.
- Floor Plans: Detailed layouts of different property units.
- Property Images: Visuals of the property and individual units.
- Prospect Status: Tracking prospect status, e.g., Leads, Applicants, Active, etc.
Outbound Flow: What Hayley Sends to PMS
Hayley sends important updates back to the PMS to synchronize the systems:
- Tour Information: Updates about scheduled, rescheduled, or canceled tours.
- Appointment Details: Information regarding appointments made through various platforms such as the CRM, website, or Internet Listing Services (ILS).
- Form Submissions: Data collected from contact forms submitted by prospects, including their contact details and inquiries.
- Property Visit: When agents update prospect walk-ins in Hyly CRM, the same is sent to the client’s PMS/CRM.
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