YOUR TRUSTED ADVISORS AND PARTNERS
Manage Interactions with Clients, Leads, & Prospects
Our CRM (Customer Relationship Management) system is designed to real estate professionals manage their interactions with clients, leads, and prospects.
Our CRM is a valuable tool for agents and brokers to streamline their operations, improve client relationships, and ultimately drive business growth.
Why Us?
Contact Management
Centralized database for storing contact information of clients, leads, and prospects. It typically includes details such as names, phone numbers, email addresses, and any notes or tags associated with each contact.
Lead Management
Ability to capture, track, and prioritize leads from various sources such as website inquiries, open houses, and referrals. Lead scoring and assignment functionalities may also be included to ensure leads are efficiently managed and followed up on.
Property Management
Property Management Tools for managing property listings, including uploading property details, photos, and videos.
Integration with multiple listing services (MLS) are be available to streamline the listing process.
Task and Calendar Management
Features for scheduling appointments, setting reminders, and managing tasks such as property showings, client meetings, and follow-ups. Integration with calendar applications like Google Calendar or Outlook is often available.
Transaction Management
Tools to manage the various stages of real estate transactions, including document management, contract generation, and task tracking. This helps agents stay organized and ensures that transactions progress smoothly.
Integration Capabilities
Integration with other real estate software and third-party tools such as property valuation tools, electronic signature platforms, and marketing automation software. This ensures a seamless workflow and eliminates the need for manual data entry across multiple systems.
