Manage real estate leads throughout their lifecycle with lead tracking, activity logging, and deal progress monitoring. Sync leads with your website for real-time updates. Access lead details, notes, and communication history on-the-go.
The app gathers leads from various sources into one application. It allows users to manage contacts, collaborate with agents, and track communications for lead conversion.
The app provides mobile access to CRM data, supporting online and offline functionality. It enables users to view, create, delete, and modify data without an internet connection, integrating features like photo capturing and route planning.
Create and manage open houses to attract leads (iPad only). View new leads instantly. Gather leads from Zillow, Trulia, and phone calls. Sync contacts and preferences for lead management. Register for an account to start using the .
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
Access CRM data including companies, contacts, activities, documents, projects, sales, and requests. Schedule or reschedule meetings. Communicate with colleagues and save new information. View sales dashboards and update pipeline data.