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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
Effortlessly import leads from numerous platforms such as Zillow, FlexMLS, IDXBroker, and iHomefinder, while also having the ability to respond to inquiries with tailored text and email communications. Seamlessly integrate your email accounts from providers like Gmail, Outlook, Yahoo, Hotmail, and Office 365, along with incoming calls and text messages into iMaxCRM. Cultivate your potential clients through automated, customized emails designed to engage them effectively. Keep all your tasks centralized for efficient follow-ups. Establish rules that automatically delegate leads to your agents for timely responses. iMaxCRM stands out as the first CRM to introduce an Open House App, accessible through both the Apple App Store and Google Play. Moreover, our mobile application is designed to assist agents in staying organized while on the move. This unique feature within iMaxCRM enables you to create personalized videos for direct communication with your customers, eliminating the need for any extra software purchases. With iMaxCRM, managing your client relationships has never been easier or more efficient.
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
$39 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
Cendance Systems
Country
United States
Website
imaxcrm.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