CRM


ONE POWERFUL HUB TO SIMPLIFY YOUR DAY

CRM

One hub to power contact management, website design, CMS, SEO, lead management, lead cultivation, listings management, performance dashboards, company news, single sign on and much more. Here's a sampling of CRM features for your Agents and Company.


agents and teams

  • Mobile responsive CRM and CMS
  • Modern, easy to use UX
  • Point & click builder for websites, blogs, content pages
  • Sales pipeline - performance dashboard
  • Business planning module
  • Dynamic reports for website, leads and email activity
  • Contacts and leads manager
  • SYNC for Google Gmail, Microsoft Office 365, Top Producer
  • API Integrations with 3rd Party CRM products
  • SEO manager
  • Client portal management
  • Personalized and automated email marketing
  • Custom Email Campaigns
  • Automated Action Plans
  • Built-in MLS Search with Google Maps
  • Polygon and Advanced Saved Search options
  • Listings and Open House manager
  • Company news
  • Calendars with Gmail and Office 365 SYNC
  • Document and marketing resources
  • Single-Sign-On (SSO) to over 20 industry product vendors
  • Modern, fast, mobile responsive UX
  • Microsoft.NET MVC and SQL 2019 Framework


brokers

  • Mobile responsive Intranet and Lead Manager
  • CMS for company websites, blogs and content pages
  • Central admin and lead routing with 6-tier business hierarchy (Nation, Multi-state, Regional, Office, Team, Agent)
  • Custom automated lead routing rules engine
  • Centralized Lead Management System
  • Automated geo-lead routing
  • Custom automated lead routing rules engine
  • Lead parsing from numerous sources (Zillow, Trulia, Realtor.com...)
  • Management & Recruiting: email campaigns
  • Management & Recruiting: tasks, events, and action plans - coming soon
  • Management & Recruiting: agent demo Designer Websites
  • Company dashboard for news, advertising, calendars
  • Resources manager - business documents and marketing materials
  • Uber-Admin - fast, easy companywide administration with multiple role types
  • Dynamic admin reports for website performance and leads
  • Single-sign-on (SSO)
  • 100+ Product and Vendor Integrations
  • CRM APIs for data, leads, analytics and more
  • 3rd-party CRM integrations for products like Salesforce, MoxiWorks-MoxiEngage, Contactually, Top Producer and more
  • MLS portal feeds