CRM – Lead Management
Insight. Nurture. Plan for Growth.
Without customers, you have no business. Specific to the Real Estate professional, our CRM helps track and nurture your leads, prospects, customers and team, so you can do what you do best.
MANAGE YOUR BUSINESS
Business dashboard | Lead source analysis | Transaction pipeline management
Instant Insight
Know the status of every lead & every deal. Track closed business to meet your goals.
Optimize Your Marketing Strategy
Identify where your profitable leads are coming from. Make informed decisions with your marketing spend.
Plan Your Growth
Take charge of your cash flow. Manage your budget based on forecasted revenue.
MANAGE YOUR LEADS
Automated follow-ups | Drip email campaigns | IDX activity tracking
Nurture Relationships
Stay connected with your client database by tracking contact activity, call notes, tasks and appointments.
Automated Follow-Ups
Prevent opportunities from slipping through the cracks with auto-responders and drip email campaigns that keep you top-of-mind.
Property Search Insights
Understand client needs and inform conversations with real-time IDX activity, including viewed listings, price ranges and locations.
MANAGE YOUR TEAM
Action plans | Task management | Team calendar | Accountability dashboard | Lead aggregation & routing
Workflows to Close Business
Instill your own recipe for success. Bring structure to successful closing with Action Plans.
Drive Team Performance
Identify top performers as well as members who need coaching to create a culture of accountability.
Control Your Lead Flow
Consolidate all your leads in one place. Route the right leads to the right team members and track their progress.
