RealNex Client Services
RealNex Client Services
Our Booking PolicyIMPORTANT: For the best experience, include/UPDATE appointment reason. Please describe the issue you are having so we can better assist during the appointment. Auto fill will result in a cancelled appointment. Basic Support does not include training.
IMPORTANT: For the best experience, include/UPDATE appointment reason. Please describe the issue you are having so we can better assist during the appointment. Auto fill will result in a cancelled appointment. Basic Support does not include training.
Services
Fee for users who do not have an active subscription with RealNex.
Require Active Subscription to book. RealNex reserves the right to cancel appointments.
Get help to resolves typical problems encountered with account management, basic setup, navigation, and service error codes.
DOES NOT INCLUDE data import, subscription transfers, upgrades, or database migrations. Book these additional services separately.
PLEASE BE AWARE: If you book an appointment for the incorrect service, you will be required to rebook for the service that matches your inquiry. This will result in longer resolution times so please be sure you are Booking the correct service. If you are unsure about which service you need assistance with, use this color key.
Application Color Key:
Orange: CRM
Green: MarketPlace
Red: MarketEdge
Get help to resolves typical problems encountered with account management, basic setup, navigation, and service error codes.
DOES NOT INCLUDE data import, subscription transfers, upgrades, or database migrations. Book these additional services separately.
PLEASE BE AWARE: If you book an appointment for the incorrect service, you will be required to rebook for the service that matches your inquiry. This will result in longer resolution times so please be sure you are Booking the correct service. If you are unsure about which service you need assistance with, use this color key.
Application Color Key:
Orange: CRM
Green: MarketPlace
Red: MarketEdge
Book an appointment for help with Analysis Models, Dealrooms, and ProForma Reports.
Does not include Custom Branding. Book these additional services in "Advanced Services"
PLEASE BE AWARE: If you book an appointment for the incorrect service, you will be required to rebook for the service that matches your inquiry. This will result in longer resolution times so please be sure you are Booking the correct service. If you are unsure about which service you need assistance with, use this color key.
Application Color Key:
Orange: CORE CRM
Green: MarketPlace
Red: MarketEdge
Does not include Custom Branding. Book these additional services in "Advanced Services"
PLEASE BE AWARE: If you book an appointment for the incorrect service, you will be required to rebook for the service that matches your inquiry. This will result in longer resolution times so please be sure you are Booking the correct service. If you are unsure about which service you need assistance with, use this color key.
Application Color Key:
Orange: CORE CRM
Green: MarketPlace
Red: MarketEdge
Book an appointment with our MarketPlace support specialists to get help with search features, email blasts, or listing properties for yourself or your company.
PLEASE BE AWARE: If you book an appointment for the incorrect service, you will be required to rebook for the service that matches your inquiry. This will result in longer resolution times so please be sure you are Booking the correct service. If you are unsure about which service you need assistance with, use this color key.
Application Color Key:
Orange: CORE CRM
Green: MarketPlace
Red: MarketEdge
PLEASE BE AWARE: If you book an appointment for the incorrect service, you will be required to rebook for the service that matches your inquiry. This will result in longer resolution times so please be sure you are Booking the correct service. If you are unsure about which service you need assistance with, use this color key.
Application Color Key:
Orange: CORE CRM
Green: MarketPlace
Red: MarketEdge
Assist new client(s) with:
1) Orientation to navigating the
RealNex Portal
2) Initial Set-up and Configuration
- Settings (Profile, Preferences,
Branding, Subscription Management
and User Management)
- Connecting Outlook or Gmail
- Guidance on data import
3) Adding a record, creating a project
On-boarding is a one time service provided to the client(s) and does not include TRAINING.
DOES NOT INCLUDE, INSTALL, SET-UP AND CONFIGURATION OF REALNEX DESKTOP/SERVER. THIS NEEDS TO BE SCHEDULED SEPARATELY AND PRIOR TO THIS ON-BOARDING FOR CLIENTS THAT ARE IMPLEMENTING DESKTOP WITH CLOUD.
Thereafter, Individuals may sign up for our group training or access our private training for an additional fee.
PLEASE BE AWARE: If you book an appointment for the incorrect service, you will be required to rebook for the service that matches your inquiry. This will result in longer resolution times so please be sure you are Booking the correct service.
1) Orientation to navigating the
RealNex Portal
2) Initial Set-up and Configuration
- Settings (Profile, Preferences,
Branding, Subscription Management
and User Management)
- Connecting Outlook or Gmail
- Guidance on data import
3) Adding a record, creating a project
On-boarding is a one time service provided to the client(s) and does not include TRAINING.
DOES NOT INCLUDE, INSTALL, SET-UP AND CONFIGURATION OF REALNEX DESKTOP/SERVER. THIS NEEDS TO BE SCHEDULED SEPARATELY AND PRIOR TO THIS ON-BOARDING FOR CLIENTS THAT ARE IMPLEMENTING DESKTOP WITH CLOUD.
Thereafter, Individuals may sign up for our group training or access our private training for an additional fee.
PLEASE BE AWARE: If you book an appointment for the incorrect service, you will be required to rebook for the service that matches your inquiry. This will result in longer resolution times so please be sure you are Booking the correct service.
CBRE
Assist new client(s) with:
1) Orientation to navigating MarketEdge.
2) Initial Set-up and Configuration
- Settings (Profile, Preferences,
Branding, Subscription Management
and User Management)
1) Orientation to navigating MarketEdge.
2) Initial Set-up and Configuration
- Settings (Profile, Preferences,
Branding, Subscription Management
and User Management)
Assist Clients with:
1) Installation of the desktop |
Server, set-up and configuration
- Setting up RealNex Live Sync.
- Connect and Sync Outlook (Only
32-bit version of Outlook is
supported. If 64-bit version is
installed, this will need to be
uninstalled and the 32- bit installed
prior to the appointment)
version of Outlook.
- Guidance on data import.
2) Confirming data sync and access in
the Cloud and on the mobile.
(Hybrid Clients Only).
3) Scheduling for the Cloud On-
Boarding.
4) Scheduling training for the RealNex Desktop | Server.
RE-INSTALLS, MIGRATING A DATABASE AND DATA IMPORTS ARE NOT A FREE COVERED SERVICE. THESE ARE PAID SERVICES AND CAN BE SCHEDULED OR QUOTED SEPARATELY.
1) Installation of the desktop |
Server, set-up and configuration
- Setting up RealNex Live Sync.
- Connect and Sync Outlook (Only
32-bit version of Outlook is
supported. If 64-bit version is
installed, this will need to be
uninstalled and the 32- bit installed
prior to the appointment)
version of Outlook.
- Guidance on data import.
2) Confirming data sync and access in
the Cloud and on the mobile.
(Hybrid Clients Only).
3) Scheduling for the Cloud On-
Boarding.
4) Scheduling training for the RealNex Desktop | Server.
RE-INSTALLS, MIGRATING A DATABASE AND DATA IMPORTS ARE NOT A FREE COVERED SERVICE. THESE ARE PAID SERVICES AND CAN BE SCHEDULED OR QUOTED SEPARATELY.
Prerequisites:
-A recent discussion with your Solutions Specialist regarding migrating.
-Prepare a backup of your REA Database to send to us.
Expectation:
REA - Once a backup is obtained by the RealNex Team, your data will be available in the online CORE CRM within 24 hours.
Hybrid - Have the server machine ready at your appointment time.
-A recent discussion with your Solutions Specialist regarding migrating.
-Prepare a backup of your REA Database to send to us.
Expectation:
REA - Once a backup is obtained by the RealNex Team, your data will be available in the online CORE CRM within 24 hours.
Hybrid - Have the server machine ready at your appointment time.
A no-charge session to gather requirements in advance of scheduling a paid service for Custom Import.
Experts provide hands-on assistance with defining import criteria and execute data imports to your database.
A no-charge required session to gather requirements in advance of scheduling a paid service for Custom Template creation for MarketPlace Email Campaigns or MarketEdge Custom Branding Projects.
Convert your PDF or Constant Contact Campaign to HTML. Provides a template for you to use with your DIY campaigns. Enables you to include links in you video, brochures, etc.
Base charge for creating custom queries and reports. This one hour session gathers requirements. For normal requests, no additional fees are incurred for delivery.
Reserves time for preparing estimates and Scope of Work documents. No charge for a maximum 30 minute consultation. (Often used for scoping data cleaning and imports, website development, etc.)
Assist Clients with:
1) Installation of the desktop |
Server, set-up and configuration
- Setting up RealNex Live Sync.
- Connect and Sync Outlook (Only
32-bit version of Outlook is
supported. If 64-bit version is
installed, this will need to be
uninstalled and the 32- bit installed
prior to the appointment)
version of Outlook.
- Guidance on data import.
2) Confirming data sync and access in
the Cloud and on the mobile.
(Hybrid Clients Only).
3) Scheduling for the Cloud On-
Boarding.
4) Scheduling training for the RealNex Desktop | Server.
RE-INSTALLS, MIGRATING A DATABASE AND DATA IMPORTS ARE NOT A FREE COVERED SERVICE. THESE ARE PAID SERVICES AND CAN BE SCHEDULED OR QUOTED SEPARATELY.
1) Installation of the desktop |
Server, set-up and configuration
- Setting up RealNex Live Sync.
- Connect and Sync Outlook (Only
32-bit version of Outlook is
supported. If 64-bit version is
installed, this will need to be
uninstalled and the 32- bit installed
prior to the appointment)
version of Outlook.
- Guidance on data import.
2) Confirming data sync and access in
the Cloud and on the mobile.
(Hybrid Clients Only).
3) Scheduling for the Cloud On-
Boarding.
4) Scheduling training for the RealNex Desktop | Server.
RE-INSTALLS, MIGRATING A DATABASE AND DATA IMPORTS ARE NOT A FREE COVERED SERVICE. THESE ARE PAID SERVICES AND CAN BE SCHEDULED OR QUOTED SEPARATELY.
Topic-driven training provided in a virtual setting one-on-one with a solution expert.
Topic-driven training provided in a virtual setting one-on-one with a solution expert.
Topic-driven training provided in a virtual setting one-on-one with a solution expert.
Classes
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Within the CRE industry, the explosion of technology and data availability has resulted in a fragmented collection of tools. RealNex is reshaping real estate by combining the most efficient and productive of those tools into one comprehensive suite.
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