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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

A customer relationship management (CRM) system is perfectly designed for professionals and teams seeking an effective and straightforward solution. Enjoy unlimited features for a monthly fee per user, with no binding contracts required, and kick off your experience with a complimentary 14-day trial. By incorporating Pareto Systems' best practices, you can attract and retain high-quality clients for your business. The system boasts an innovative tab navigation feature that promotes quick and efficient work habits. You can conveniently monitor crucial details about your processes and client communications, while rest assured that sensitive client information is protected with bank-level encryption and stored in geo-redundant data centers. Additionally, our experienced support team is available to assist you from 6 AM to 4 PM Pacific Time, Monday through Friday. You can open multiple tabs to access various Contacts, Accounts, Tasks, and your Calendar simultaneously, allowing for seamless navigation between records to quickly locate necessary information. By keeping track of essential client details such as Family, Occupational, Recreational interests, and Financial information, you can cultivate stronger relationships with your clients. This comprehensive approach ensures that you have all the tools at your disposal to enhance your client interactions effectively.

Description

Utilize the CRM to monitor both buyer and seller leads effectively. Effortlessly keep track of property showings and offers in a streamlined manner. Implement email marketing campaigns to maintain engagement with potential clients. Gain 24/7 access to your transactions, documents, and tasks for ultimate convenience. Stay organized by tracking essential tasks and deadlines. Generate performance and sales reports while ensuring document compliance is met. With EZ Coordinator, the leading tool for real estate transaction management, brokers, agents, and transaction coordinators can enhance their operational efficiency, resulting in an increase in closed deals. Effectively manage leads for both buyers and sellers, while also monitoring property interests and other crucial information that can help convert leads into loyal CLIENTS! Brokers will find that offering this CRM tool attracts top-tier agents, and agents will appreciate the simplicity of having all their lead and transaction management needs met in one place, eliminating the hassle of juggling multiple programs. This comprehensive solution streamlines the entire process, ultimately driving success in real estate transactions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$29 per user month
Free Trial Yes 
Free Version No 

Pricing Details

$15 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.bluesquaretoolkit.com

Vendor Details

Company Name

BrokerStore

Country

United States

Website

www.ezcoordinator.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Real Estate Agency

Calendar Management Yes 
Client / Property Matching No 
Client Database Yes 
Commission Management No 
Contact Management No 
Contract Management Yes 
Email Marketing Yes 
Flyer / Catalog Printing No 
Lead Management Yes 
Listing Management Yes 
Property Database No 
Website Management Yes 

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