Optimized Sales Management
- Multiple Sales Pipelines: Flexibility to manage various sales stages and types.
- Customizable Deal Pipeline: Tailor your sales process to fit your unique needs.
- Custom Data Fields, Filters, and Tags: Tailor-make your CRM to capture every crucial detail.
Enhanced Communication
- Email and Calendar Integrations: Seamless synchronization for efficient communication.
- Unlimited Email Templates: Craft messages for every scenario.
- Email Personalization Tags: Make every email resonate with the recipient.
- Text Messaging: Direct SMS capabilities for immediate reach.
- Click to Dial: Instantly call leads or contacts with one click (additional charges apply).
- Call Tracking and Recording: Monitor and assess every call for quality and training.
- Computer Telephony Integration (CTI): Integrate your CRM with telephony for unified communications.
Advanced Features & Analytics
- Inbound and Outbound Minutes: Comprehensive call analytics for inbound and outbound calls.
- Offline Mobile Access: Access your CRM even without an internet connection.
- Geolocation & Visit Tracking: Stay informed about client locations and visits.
- GeoVerification: Confirm and validate location data for accuracy.
Collaboration & Integration
- Assign Collaborators & @Mentions: Streamline team collaboration within the CRM.
- Team Document Repository: Store and share vital documents with your team.
- Client Libraries: Organize and store client-specific data and resources.
- Core & Premium API Access: Integrate seamlessly with external tools and platforms.
- Public Apps & Integrations: Connect with a myriad of third-party applications.
- Private Custom Applications: Tailor-made applications for your unique needs.
Advanced Reporting & Forecasting
- Pre-built Sales Dashboards: Visual snapshots of your sales metrics.
- Custom Sales Reports: Dive deep into data tailored to your specifications.
- Sales Forecasting: Predict future sales and set goals accordingly.
- Advanced Activity Reports: Comprehensive reports on team and agent activities.
- Goals Tracking: Set and monitor your sales milestones.
- Sequence Reporting: Track and manage email sequences for outreach.
- Refresh Rate: Data updated every hour for real-time insights.
- Scheduled Report Delivery: Receive reports at predefined intervals.
- Dashboard Sharing: Share insights with Zendesk users.
Lead Management & Outreach
- Enrichment & Prospecting Credits: 1,000 enrichment credits and 25 prospecting credits per month.
- Company Phone Number: Get 150 unique numbers for business use.
- Lead and Deal Scoring: Prioritize leads and deals based on potential.
- Round Robin (Automated Distribution): Evenly distribute leads among agents.
- Automated Power Dialer: Streamline cold calls and outreach.
- Call Scripts: Standardized scripts for consistent communication.
Enhancements & Tools
- Product & Price Book: Organize your listings and associated prices.
- Task & Appointment Setting: Schedule and manage all your appointments and tasks.
- Sales Triggers: Automated actions based on pre-defined conditions.
- Link Sharing: Share crucial links directly from your CRM.
With our Advanced CRM, agents aren’t just equipped; they’re empowered. From lead generation to deal closure, every feature is designed to ensure that agents remain at the forefront of the real estate industry.
