Sales Automation

  • Automated Lookup of Cient-Specific Information from Public Sources in One View.
  • Google Maps with One Click view of Accounts, Businesses, and Contacts in the Local Area.
  • Unlimited Email Templates for Buyers and Sellers.
  • Unlimited Mail Merge Templates for Document Creation and Execution.
  • Integrated Search Capabilities for Email Histories, Meetings, Todos, and Events that Follow Contacts, Businesses, and Listings throughout the Database.
  • User-Specific Dashboards for Key Performance Metrics.
  • Shared Calendars and Permissions for Team Selling.
  • SMS Integration for User Notifications and Client Communications.
  • Asterisk Voice Over Internet Protocol (VOIP) Phone Integration for Screen Pop of Contact/Lead Details.

Lead and Pipeline Management

  • Fully Customizable Leads, Listings, Businesses, and Contact Profiles.
  • Track and Report on Lead Generation by Source.
  • Custom Calculations for Sales Forecasting.
  • Measure Marketing Effectiveness Across Multiple Channels.
  • Flexible Reporting Module with Configurable Views and Drill-Throughs.

Email Integration

  • Associate Incoming and Outgoing Emails with Leads, Listings, Businesses, and Contacts.
  • Integrated Mail Manager for Composing Email and Receiving.
  • Complementary plug-ins for Outlook and Gmail clients.
  • Email Merging for Bulk Delivery.

Campaign Management

  • Create an Unlimited Number of Email Campaigns.
  • Listing-Specific Campaign Invitations.
  • Create Segmented Participant List from Configurable Filters.

Document and Contract Maintenance

  • Virtual Filing Cabinet for All Executed Documents and Contracts.
  • Standardized Contract Structure for Merging with Any Business/Listing/Contact Record.
  • Unlimited Number of Contract Templates.
  • Version Control and Permission-based Access.

Customer Support Automation

  • Easy to Use Agent Console for Customer Service.
  • Graphical Scheduling of All Brokers and Broker Teams.
  • Trouble Ticket Tracking t and Resolution.
  • Integrated FAQ and Knowledgebase Specific to Each Client.
  • Dynamic Self-Service Customer Portal to All Relevant Documentation, Listing Agreements, Invoices for Services Provided, and Upcoming Appointments.
  • Auto-notification of Changes in Scheduled Appointments.

Mobile Application Access and Integration

  • I-Phone/I-pad App Store.
  • Android Marketplace.
  • Automated Scripting from Client Websites and Web-Forms into Database.
  • Populate Company Websites with All Active Listings Real-time.

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