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.
(Based on 18 reviews)
Task / Activity Management
Streamline real estate tasks and activities. Coordinate important dates and integrate these to calendars to manage daily schedules and priorities.
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.
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.
(Based on 16 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.
Prepare comparative market analysis (CMA) documents within the system to print or share digitally with real estate clients.
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 15 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.