A Real Estate CRM That's Geared
Towards Your Success
Activity and Performance Dashboard
Keep an eye on your sales pipeline, stay updated on your leads' property searches, and monitor your overall progress.
Insights
Fine-Tune Your Marketing Strategy
Find out where your leads are coming from so you can make smarter decisions about where to invest your marketing budget.
Stay motivated by tracking your progress weekly, setting daily goals, and engaging in recommended activities.
Remain Focused
Advanced Task and Lead Management
Our intelligent algorithms assess your leads based on their property searches and viewing habits, allowing you to prioritize your follow-up and work more efficiently.
Stay motivated by tracking your progress weekly, setting daily goals, and engaging in recommended activities.
Nurture Your Leads
Stay in touch with your leads and focus your efforts on the most promising ones by keeping an eye on their contact history, call notes, and other details.
Stay On Task
The Best Real Estate CRM with Built-in Marketing Automation and IDX
Keep your real estate leads engaged with automated intelligent follow-up
Text & Email
Send personalized follow-up messages via text or email to every new lead right away.
Lead Aggregation
Your account will receive and engage with new leads from more than 30 third-party services through follow-up campaigns.
Smart Content
Property listings and market updates tailored for your leads based their IDX property search activity on your website.
Campaign Assignment
Automatic assignment rules categorize leads into the campaigns you select, depending on where they came from.
Custom Email Content
Connect with your contacts using your custom email content, such as newsletters and announcements. Foster loyalty by automatically sending birthday and closing anniversary greetings.
You can create lists of recipients by either manually selecting contacts or utilizing profile filters and tags.
Build Your Audience
Our automated system will send personalized emails to your contacts on their birthdays and the anniversaries of their property closings.
Create Loyalty
Discover which emails are most effective and improve your email content strategy by analyzing engagement metrics such as how often emails are opened and the rates at which links are clicked.
Elevate Your Success
Dedicated Service to Help You Get the Most Out of Your Real Estate CRM
Work directly with a dedicated professional to ensure that you're well-prepared for success
with your new real estate CRM, getting you on the path to success.
IDX Configuration
Allow us to arrange your highlighted property listings for showcasing and customize your lead capture and user registration preferences.
Market Creation
We'll help you showcase your local knowledge by assisting in the creation of your market area pages and including your leads in MarketBoost email reports.
Lead Import
We'll help you kickstart your success with CRM by importing your leads and organizing them into location-based groups.
Website Deployment
We’ll launch your Squarespace site and integrate your local Market pages into your site's menu, set up your About Us page, and also take care of your domain name.
One-on-One Training
Maximize the benefits of your account and discover how to tailor essential features to fit your business needs.
Discover the Top 10 Reasons Agents Love Our CRM
See why real estate agents love our CRM solution with IDX integration. From streamlined operations and enhanced business growth to personalized emails, marketing automation, and on-the-go accessibility, our CRM offers a winning combination. Explore the benefits, dispel common misconceptions, and discover how upgrading to a Premium + CRM plan can take your real estate business to new heights.
