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
