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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Expensify
Gmail
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Microsoft 365
Microsoft Outlook
PayPal
QuickBooks Online
Salesforce
Shopify
Slack
Stripe
Wufoo
Xero
Zendesk

Integrations

Expensify
Gmail
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Microsoft 365
Microsoft Outlook
PayPal
QuickBooks Online
Salesforce
Shopify
Slack
Stripe
Wufoo
Xero
Zendesk

Pricing Details

$10 per user per month
Free Trial
Free Version

Pricing Details

$39.99 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

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
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Timeline

Bulk Editing
Collaboration Tools
Connections / Dependencies
Customize Look and Layout
Drag and Drop
For Business Processes
For Creative Writing
For Education
For Historical Data
For Legal Practitioners
For Project Management
For Sales
Layers
Milestones
Percent Complete Tracking
Privacy Controls

Product Features

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

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