Contact & Account Management
Store and retrieve information associated with customer contacts and properties. Track brokerage communication and information about contacts and properties.
Opportunity & Pipeline Management
Manage real estate sales opportunities through their lifecycle from lead to closing. Track stages, values, and probabilities of close. Manage pipelines by individual broker, team, region, and company-wide.
Task / Activity Management
Streamline real estate tasks and activities. Coordinate important dates and integrate these to calendars to manage daily schedules and priorities.
(Based on 28 reviews)
Edit and update property listings from within the system, and integrate data across MLS and real estate listing services.
Send email to contacts in bulk. Common features include: pre-built email templates, social media integration, Subscriber list management, sign up forms, success rate reports, A/B testing and auto-responders.
Forecasting & Reporting
Project sales revenue based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Report on data contained within the system through standard and ad-hoc reports.
(Based on 25 reviews)
Allows users to manage and track leads through a process. The lead process typically involves steps such as lead generation, customer inquiry, inquiry capture, lead filtering, lead grading, lead distribution, and lead qualification.
(Based on 29 reviews)
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance.
Management of real estate transactions made for customers. Transaction management includes negotiating the terms and conditions of contracts between buyers and sellers, as well as documenting and agreeing on any changes or amendments that may arise during the sale.
Prepare comparative market analysis (CMA) documents within the system to print or share digitally with real estate clients.
Local Phone Numbers
Generate phone numbers native to a target location
(Based on 53 reviews)
Create toll free numbers for tracking purposes
(Based on 47 reviews)
Port Existing Numbers
Transfer existing numbers into the call tracking system
(Based on 39 reviews)
Visitor & Keyword Tracking
Record which campaigns and landing pages are converting into phone calls
Dynamic Number Insertion
Assign a unique tracking number to each visitor
(Based on 42 reviews)
Multi-Channel Call Attribution
Decipher which marketing channels are converting and most effective
(Based on 37 reviews)
Provide the representative with caller data upon receiving a phone call
(Based on 49 reviews)
Offer the ability to capture and replay a conversation for further information
(Based on 51 reviews)
Prepare detailed reports regarding call data by source, keyword, or landing page
(Based on 48 reviews)
Direct a phone call without the need for a human representative, but instead a voice responder
Route calls based on the time of the day to reach the proper representative
Route calls based on location to reach the proper representative