Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. Now, it has become incredibly convenient to access all necessary details about a contact or organization, empowering you to make informed decisions and take appropriate actions. When you select or input an email, the timeline automatically populates, displaying all interactions related to that contact directly within your inbox. Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. You can effortlessly toggle to the company view to monitor all activities associated with the organization. Additionally, the contact view will display a timeline for the email address you’ve selected or entered, and from there, you have the option to switch to the company view, which will then showcase the timeline for any contacts sharing the same domain as the chosen email address, enhancing your insights even further. With this functionality, managing and tracking activities has never been more seamless.
Description
Monitor all of your contacts meticulously, whether you are managing potential leads or nurturing established clients, as each profile captures essential information, detailed notes, communication options, and checklists for effective drip marketing or tailored interactions. Every transaction comes with its own timeline, allowing you to oversee the complete journey from initial sales details to final closing, with nothing overlooked in between. Customize your setup according to your specific requirements and preferences. Not all users will have access to this information, as it can be tailored for various administrative and team lead permissions to restrict visibility. You have the ability to establish workflows and set reminders for each contact, ensuring that your emails and interactions can be either highly personalized or automated to suit your style. Create comprehensive lists to meet all your reporting needs, and effortlessly generate brokerage sales and title/lender reports with a simple click. This streamlined approach enhances your overall efficiency and fosters better client relationships.
API Access
Has API
No
API Access
Has API
No
Integrations
Expensify
Yes
Gmail
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Mailchimp
Yes
Microsoft 365
Yes
Microsoft Outlook
Yes
PayPal
Yes
QuickBooks Online
Yes
Salesforce
Yes
Integrations
Expensify
No
Gmail
No
HubSpot CRM
No
HubSpot Customer Platform
No
Mailchimp
No
Microsoft 365
No
Microsoft Outlook
No
PayPal
No
QuickBooks Online
No
Salesforce
No
Pricing Details
$10 per user per month
Free Trial
No
Free Version
No
Pricing Details
$39.99 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
AppsForOps
Founded
2015
Country
Australia
Website
www.AppsForOps.com
Vendor Details
Company Name
Lead2Deed
Founded
2016
Country
United States
Website
www.lead2deed.com
Product Features
Customer Success
Account Alerts
Yes
Account Management
Yes
Communication Management
Yes
Customer Engagement
Yes
Customer Lifecycle Management
Yes
Health Score
Yes
Onboarding
No
Revenue Management
Yes
Usage Tracking / Analytics
Yes
Win / Loss Analysis
No
Timeline
Bulk Editing
No
Collaboration Tools
No
Connections / Dependencies
No
Customize Look and Layout
No
Drag and Drop
No
For Business Processes
No
For Creative Writing
No
For Education
No
For Historical Data
No
For Legal Practitioners
No
For Project Management
No
For Sales
No
Layers
No
Milestones
No
Percent Complete Tracking
No
Privacy Controls
No
Product Features
Real Estate Agency
Calendar Management
No
Client / Property Matching
No
Client Database
Yes
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Email Marketing
Yes
Flyer / Catalog Printing
No
Lead Management
Yes
Listing Management
Yes
Property Database
Yes
Website Management
No
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
No
Contact Management
Yes
Dashboard
Yes
Email Marketing
Yes
Interaction Tracking
Yes
Lead Management
Yes
Property Alerts
No
Referral Tracking
No
Segmentation
Yes