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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 

Screenshots View All

Screenshots View All

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 

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