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Description
We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital.
Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place.
Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements
Description
Forefront CRM serves as an all-encompassing tool tailored to enhance lead management for real estate investors. With its user-friendly visual pipeline and drag-and-drop capabilities, it empowers users to personalize workflows while easily monitoring the progress of every lead. The platform automates follow-up initiatives via SMS, email, and task assignments, guaranteeing that communication with leads remains steady and effective. All pertinent lead information, such as notes, communication records, and property specifics, is consolidated for quick and convenient retrieval. Additionally, Forefront CRM seamlessly integrates with services like smrtPhone and CallRail, enabling users to monitor calls, messages, and voicemails, thus providing a thorough communication record for each lead. The software also includes real-time Key Performance Indicators (KPIs) and reporting features that yield valuable insights into the effectiveness of marketing campaigns and team productivity. Furthermore, it offers task management capabilities with automated assignments and alerts, an iOS application for users on the go, and customizable fields to capture vital lead information, ensuring that every detail is accounted for in the lead management process. This comprehensive suite of features makes Forefront CRM an invaluable asset for real estate investors looking to optimize their operations.
API Access
Has API
API Access
Has API
Pricing Details
$599 per month
Free Trial
Free Version
Pricing Details
$99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Agora
Founded
2018
Country
United States & Israel
Website
agorareal.com
Vendor Details
Company Name
Forefront CRM
Country
United States
Website
forefrontcrm.com
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
Product Features
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation