Text & email follow-up
Every new lead receives immediate, personalized follow-up by text message or email.
Marketing Automation
Better, smarter follow-up
Don’t miss out on new business. Studies prove that immediate follow-up will increase your chances for closing new leads.
smart content
Automatically deliver relevant listing recommendations and market information based on your leads’ source, or their property search activity on your website.
campaign assigment
Assignment rules automatically place leads in the campaigns you choose, based on their source.
lead aggregation
New leads from over 30 third-party services will enter your account and follow-up campaigns.
Performance and Activity Dashboard
INSTANT INSIGHT
Manage your pipeline, monitor the property search activity of your leads, and track your progress.
OPTIMIZE YOUR MARKETING STRATEGY
Identify where your leads are coming from to make informed decisions with your marketing spend.
Stay on Target
Keep yourself motivated with weekly tracking, daily goals, and suggested activities.
Advanced Lead and Task Management
Nurture Your Relationships
Stay connected with your leads and spend time on the right ones by tracking contact activity, call notes, and more.
Smart algorithms turn your leads’ property search and viewing activity into Lead Ratings, so you can prioritize your follow-up and work more efficiently. Learn more >
manage tasks
Your “To Do” list is your 24/7 office assistant, helping you manage your workload. Connect tasks to leads and see what’s due today and what’s coming. All tasks automatically appear in your favorite calendar app.
Email For All Occasions
Engage your contacts with your own email content like newsletters and announcements. Build loyalty with automated greetings on birthdays and closing anniversaries.
choose your audience
Create recipient lists by manually selecting contacts or using profile filters or tags.
build loyalty
Date-based automation sends personalized emails on your contacts’ birthdays and closing anniversaries.
improve on your success
Learn which emails drive results and optimize your email content strategy with engagement metrics like open and click rates.
Website Traffic
Included with Agent CRM website plans (Prime + CRM)
Bring a steady flow of 30 new visitors* to your site every month, where they can turn into registered leads.
*Approximate numbers vary based on monthly availability in your market.
Traffic Boost
Optional add-on available for all plans with CRM. Learn more >
Blog Posts
Included with Prime + CRM website plans
Monthly blog articles keep your site fresh with the latest real estate market conditions and insights – perfect for sharing on social media to grow your sphere of influence.
express content
Our optional add-on for all website account plans provides additional custom written blog articles on topics you choose. Learn more >
Services
We make sure you’re on the fast-track to success with your new real estate CRM.
