Leads and Contacts CRM Features
Leads and Contacts gives you a single integrated lead management system that
provides you with comprehensive information and automated follow-up programs.
- Integration with your website and IDX data gives detailed insights into lead activity and intentions
- Activity tracking helps you to identify when leads are likely to become immediate opportunities
- Integrated communications and history logs allow you to keep track of everything
- Reporting and Dashboards keep everyone accountable
- Integrated System
- Manage leads in the context of their home search activities.
- Responsive CRM for Desktop, Tablet or Mobile
- Manage Leads
- Seeing all the lead's activity means you can track their interests, predict their intentions
and fine-tune their experiences. Add notes, tasks and send follow-up emails.
- Instant Profiling
- Instant lead profiling and alerts give you immediate visibility of new leads
so you quickly decide how to engage or connect with the buyer in the right way.
- Drip Email
- Automated activities do the hard work of keeping-in-touch and driving leads back to your site
for you, so that you can focus on leads that need attention today.
- Properties and Property Alerts
- The Recommend function allows you, as the Agent, to create Just Listed email property alerts,
save searches and save properties too, on behalf of your leads.
- Action Plans
- Automated action plans ensure you never forget a lead and always follow-up.
- Click to Call
- Make sales calls faster and more productive with automated completion.
- Reports and Alerts
- Dashboards and Reports give you insights to your most active leads and leads that need follow up.
- Communications Productivity
- Mass email
- Automatic Activity tracking and completion
- Marketing Listings
- Add high resolution photos
- Add descriptive text
- Add private listings, rentals and more.
- Users in the system can play one of several 'roles' which allows full collaboration on leads
between different team members that can include Agents, Loan Officers and Assistants.
- Assign Leads
- Lead Distribution / Routing
- Round Robin
- Visibility of latest lead assignments
- Ability to send reminders
- Action plans automated across multiple Roles / Team members
- Individual and Team Lead Performance Reports
- Business Intranet
- The Business Center provides an intranet environment for your office or team with support for team communications
calendar of events, and shared documents and links.
- Get control, visibility and accountability from your team.
Common notes and audit-trails help keep everyone informed.
- Lead Distribution
- Configurable Round Robin for Agents
- Configurable Round Robin for Loan Officers
- Email and SMS alerts to Agents when assigned leads.