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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
TOCA CRM is a comprehensive customer relationship management solution that empowers businesses to efficiently handle contact lists, plan follow-ups, and keep detailed notes. With its cross-platform capabilities, users can access the full suite of CRM features anytime and anywhere through its mobile app available for both iOS and Android devices. Designed for ease of use, this application stands out as the most user-friendly CRM solution on the market, ensuring that maximum productivity is achieved without compromising on efficiency. Gone are the days of spending 15 minutes just to update a client's information; everything you need is readily accessible. The design is clean and straightforward, making navigation a breeze. As a fully mobile application, it enables CRM functionalities from any location around the globe, allowing users to schedule callbacks for days, weeks, months, or even years in advance. This level of convenience truly revolutionizes the way businesses manage their client relationships.
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
$69 per user 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
Big Purple Dot
Country
United States
Website
www.bigpurpledot.com
Vendor Details
Company Name
TOCA Technologies
Country
United States
Website
www.tocacrm.com
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
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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