Features and Functionality
- Automated Lookup of Cient-Specific Information from Public Sources in One View.
- Google Maps with One Click view of Accounts, Businesses, and Contacts in the Local Area.
- Unlimited Email Templates for Buyers and Sellers.
- Unlimited Mail Merge Templates for Document Creation and Execution.
- Integrated Search Capabilities for Email Histories, Meetings, Todos, and Events that Follow Contacts, Businesses, and Listings throughout the Database.
- User-Specific Dashboards for Key Performance Metrics.
- Shared Calendars and Permissions for Team Selling.
- SMS Integration for User Notifications and Client Communications.
- Asterisk Voice Over Internet Protocol (VOIP) Phone Integration for Screen Pop of Contact/Lead Details.
Lead and Pipeline Management
- Fully Customizable Leads, Listings, Businesses, and Contact Profiles.
- Track and Report on Lead Generation by Source.
- Custom Calculations for Sales Forecasting.
- Measure Marketing Effectiveness Across Multiple Channels.
- Flexible Reporting Module with Configurable Views and Drill-Throughs.
- Associate Incoming and Outgoing Emails with Leads, Listings, Businesses, and Contacts.
- Integrated Mail Manager for Composing Email and Receiving.
- Complementary plug-ins for Outlook and Gmail clients.
- Email Merging for Bulk Delivery.
- Create an Unlimited Number of Email Campaigns.
- Listing-Specific Campaign Invitations.
- Create Segmented Participant List from Configurable Filters.
Document and Contract Maintenance
- Virtual Filing Cabinet for All Executed Documents and Contracts.
- Standardized Contract Structure for Merging with Any Business/Listing/Contact Record.
- Unlimited Number of Contract Templates.
- Version Control and Permission-based Access.
Customer Support Automation
- Easy to Use Agent Console for Customer Service.
- Graphical Scheduling of All Brokers and Broker Teams.
- Trouble Ticket Tracking t and Resolution.
- Integrated FAQ and Knowledgebase Specific to Each Client.
- Dynamic Self-Service Customer Portal to All Relevant Documentation, Listing Agreements, Invoices for Services Provided, and Upcoming Appointments.
- Auto-notification of Changes in Scheduled Appointments.
Mobile Application Access and Integration
- I-Phone/I-pad App Store.
- Android Marketplace.
- Automated Scripting from Client Websites and Web-Forms into Database.
- Populate Company Websites with All Active Listings Real-time.
For a no-cost consultation, please click on the Contact Us tab.