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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

XceedCRM is a purpose-built CRM solution tailored for the real estate industry. It allows brokers, channel partners, and builders to manage their entire sales process in one place. The platform organizes leads, properties, and customer interactions into a structured workflow. Automated follow-ups help teams stay consistent without manual effort. XceedCRM provides clear visibility into deal stages and pipeline performance. Collaboration tools keep sales teams aligned and informed in real time. Property management features make it easier to match buyers with the right listings. The system reduces administrative work and improves response time. XceedCRM is designed to scale as real estate businesses grow. It delivers clarity, control, and efficiency across real estate sales operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

LenderHomePage
Stackreaction
Zapier
Zillow
dotloop

Integrations

LenderHomePage
Stackreaction
Zapier
Zillow
dotloop

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$0
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

Assomo Technologies Private Limited

Founded

2016

Country

India

Website

xceedcrm.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

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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