Simplify Organization for Enhanced Lead Nurturing

 

Effortlessly Manage Leads for Peak Real Estate Performance and Growth.

 

Organize In One Centralized System

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Contact Organization with Custom Labels

Easily organize contacts using customizable labels, with the flexibility to create unlimited labels for efficient sorting and categorization.

Conversation History Tracking

Automatically records and updates conversation history, ensuring no details are missed and providing a comprehensive view of interactions over time.

Integrated Phone Dialer with Pre-built Scripts

Seamlessly make calls directly from the CRM, with pre-built scripts available to assist in initiating conversations and breaking the ice with clients.

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Profile-centric Access

Access comprehensive client profiles featuring transaction details, reminders, assigned email campaigns, phone call logs, and invitations to the customer portal for streamlined communication and management.

Unlimited Transaction Creation

Create an unlimited number of transactions within each client profile, categorizing them as buyer, seller, or lease transactions for efficient record-keeping.

Transaction Milestones

Automatically generates a list of transaction milestones, providing a clear roadmap to guide users through each stage of the transaction process for enhanced organization and follow-through.

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Email Reminders

Set and manage email reminders directly from the CRM contact profile, ensuring timely follow-up and communication with clients.

Direct Email Communication

Send emails directly to clients from their profile within the CRM, streamlining communication and maintaining a centralized record of correspondence.

Centralized Lead Management

All leads from various sources are consolidated into one central location within the CRM, facilitating efficient lead management and follow-up.

Client TouchBase Recommendations

Receive targeted recommendations on which clients to contact, based on lead generation activity and the nurturing of existing leads, enabling proactive engagement and relationship-building.

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