CLIENT RELATIONSHIP MANAGEMENT |
| The Client Relationship Management Solution is just what you need to handle the communications between you and your contacts. It will keep your appointments and task organized and notify you when they are due. The CRM Solution includes everything listed below plus more. |
| |
 |
Showing Feedback Module
w/ Auto Showing Import from Supra and Risco
Manage your showings and request feedback from the showing agent with custom questions and answers. You can notify all the showing agents of any price changes. The best feature is the ability to auto import your showings from Supra and Risco and email the showing agent, notify your seller of a new showing automatically while you concentrate on obtaining new clients. |
| |
|
 |
The Contact module is your contact database where you save all your valuable contacts such as prospects, customers, clients, vendors, attorneys, and other companies important to your success. All information is stored on a secured server and is available for your eyes only. You are able to add, edit and delete any or all information stored in the database. You can also setup different categories for your contacts for easy filtering. SYNC your contact data with your Microsoft Outlook at no extra charge. |
| |
|
 |
Contact Details
Each contact has it own details page where you can view their information and modify it if needed. You will also be able to add strategies, activities, properties, buyer requirements, notes and setup your client's login information for your customized client access web site. |
| |
|
 |
Manage your listings with little effort and with MLS Integration you will be able to import them directly from your local MLS (where available). To simplify the process we download the primary image and resize it to fit our system. |
| |
|
 |
Listing Details
Each listing has its own detail page where you can edit and delete any or all of your listing information from one convenient location. You will have the capability to add additional images to further enhance your listing, view the showings that have occurred and review the statistics of the feedback request. |
| |
|
 |
Keep track of all your appointments and activities with the easy to use point-n-click Outlook like calendar. You can also setup the system to send you a text message to remind you of your important meetings or who you need to call. (CRM solution only). SYNC your calendar data with your Microsoft Outlook at no extra charge. |
| |
|
 |
Drip Email Campaign Module
Make you you stay in communication with all your clients with the drip email campaign follow-up system. Just apply a strategy to a new contact and the system will send periodic emails to your client as you have setup. (CRM solution only) |
| |
|
 |
After you get the contract, it's important to get it to the closing table. The closing module will do just that. Enter a new closing in to the system, assign a strategy and the system will keep you and your client informed of every little step of the way. (CRM solution only) |
| |
|
 |
Email / Letter Library
Create and store an unlimited number of email and letter templates for later use with Data Merge. Data Merge allows you to merge contact data within the email or letter to apply a personal touch. (CRM solution only) |
| |
|
 |
MLS Integration *
The MLS Integration allows you to import your listings along with the primary image. |
| |
|
Modules and Features Coming Soon
- Listing Flyer Creator with Templates
- Listing Syndication with high traffic property search web sites
- Extensive Reporting and Charts
- Lead Capture and Management
- Mobile Phone Access
- We are always listening to our clients for ideas and changes needed. If you have an idea, we would be very excited to hear from you.
|
| |
|
|
| |
|
| |
|
| * MLS Integration is only available in selected areas. Please contact us to find out if we currently have the service available in your area. If MLS Integration is not available we will work to include your MLS to our system. |
