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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
Softhealer’s Real Estate CRM Software is tailored for real estate firms in the United States seeking an efficient method to oversee properties, leads, clients, and sales operations all in one platform. This tool enables agencies, brokers, property advisors, and sales teams to maintain organization in their daily tasks without the hassle of using various applications.
The system facilitates the entire property sales journey, starting from capturing inquiries to following up with prospects, scheduling property tours, managing sales opportunities, and ultimately closing transactions. Users can store detailed information about properties, keep track of customer needs, allocate leads to sales representatives, and monitor the progress of each deal throughout the sales pipeline.
Additionally, the CRM enhances customer communication and follow-up management. Sales teams can document notes, plan future activities, track interactions, and view the current status of every lead or opportunity. This streamlined approach not only simplifies the management of leads but also helps ensure that no potential deal is overlooked, allowing teams to focus on those that require immediate attention while efficiently progressing others through the sales stages.
API Access
Has API
No
API Access
Has API
No
Integrations
LenderHomePage
Yes
SMS-iT
No
Stackreaction
Yes
WhatsApp
No
Zapier
Yes
Zillow
Yes
dotloop
Yes
Integrations
LenderHomePage
No
SMS-iT
Yes
Stackreaction
No
WhatsApp
Yes
Zapier
No
Zillow
No
dotloop
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
Depends on Customization
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
No
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Big Purple Dot
Country
United States
Website
www.bigpurpledot.com
Vendor Details
Company Name
Softhealer Technologies
Founded
2015
Country
India
Website
softhealer.com/real-estate-crm-software
Product Features
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
No
Contact Management
Yes
Dashboard
No
Email Marketing
Yes
Interaction Tracking
No
Lead Management
Yes
Property Alerts
No
Referral Tracking
No
Segmentation
No
Sales Tracking
Activity Dashboard
Yes
Alerts / Notifications
No
Appointment Scheduling
No
Call Logging
No
Comments / Notes
No
Custom Reports
No
Document Management
Yes
Email Templates
No
Interaction Tracking
No
Lead Management
Yes
Lead Scoring
No
Pipeline Management
No
Reporting / Analytics
No
Task Management
Yes
Product Features
Real Estate CRM
Campaign Management
No
Client / Property Matching
Yes
Contact Management
Yes
Dashboard
Yes
Email Marketing
Yes
Interaction Tracking
No
Lead Management
Yes
Property Alerts
Yes
Referral Tracking
Yes
Segmentation
No