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Description
Establish a lead queue and rank them according to their current status for optimal follow-up management. Disposition leads using tailored parameters while seamlessly scheduling subsequent communications. Facilitate warm transfers to team members for enhanced collaboration. Share insights and work together with team members and referral partners on each lead to streamline the process. Boost lead conversion rates by automating communication, thereby connecting more partners with leads earlier in the sales journey. Simplify the loan closing process for borrowers with an automated experience that links to their financial accounts to pre-fill much of the 1003 form and required documentation. Personalize your workflows and set up automated follow-ups for both new leads and previous clients by implementing preset triggers that initiate reminders, emails, tasks, lead sharing, and more with just a single click. Additionally, utilize a comprehensive tablet application that features a sign-in sheet syncing with your CRM. Upload listing images and provide your visitors with a polished follow-up email that includes the listing details and your contact information, ensuring they have everything they need to reach out. This proactive approach not only enhances communication but also builds stronger relationships with potential clients.
Description
EASE is an Enterprise Resource Planning (ERP) software designed specifically for real estate and construction firms, streamlining the management of business information. This system consolidates all critical data, making it readily available to users who require quick access. By facilitating effective forecasting, planning, and scheduling, EASE ERP serves as a vital tool for enhancing overall productivity. It seamlessly integrates various aspects of a business, including customer relationship management, sales, human resources, purchasing, inventory, document management, and financial operations.
Key Features:
Easily manage your prospects
Allocate leads efficiently to your sales team
Seamless integration with your website
Oversee bookings effortlessly
Connect with any third-party websites
Communicate with customers via email and SMS
Supervise multiple sales teams
Manage payment processes effectively
Send timely follow-up reminders to your sales team through email or SMS
Receive daily sales activity reports directly via email
Access monthly productivity reports
Facilitate broker or agent management efficiently.
With EASE, businesses can ensure that every facet of their operations is coordinated and optimized for success.
API Access
Has API
API Access
Has API
Integrations
LenderHomePage
Stackreaction
Zapier
Zillow
dotloop
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Big Purple Dot
Country
United States
Website
www.bigpurpledot.com
Vendor Details
Company Name
Midwest Infotech
Country
India
Website
easecrm.in/
Product Features
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management
Product Features
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation