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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

CallAction streamlines the customer lifecycle by automating tedious and repetitive sales tasks. It provides seamless lead generation through various communication methods such as calls, texts, and emails, enhancing both online and offline marketing efforts. With automated data entry into your CRM, you can save valuable time and ensure every email lead or phone call is responded to instantly, boosting lead conversion rates by as much as 391%. Additionally, you can automate your response and follow-up strategies through sophisticated drip campaigns that feel genuine. This allows you to maintain and nurture your lead database indefinitely with scalable automation across multiple communication channels. Utilize long-term drip campaigns that can be paused and resumed, equipped with robust scheduling capabilities. The call capture system efficiently generates leads from incoming phone calls and texts, directly integrating them into your CRM. Furthermore, uncover additional lead opportunities using real-time data append intelligence, while the first-come, first-served broadcast system ensures that inbound calls and email leads are promptly assigned to your sales team. By implementing these strategies, you can significantly enhance your sales processes and overall productivity.

Description

TotalBrokerage integrates seamlessly with every front-end website, enabling the capture of your online leads from various sources such as third-party portals, lead generation sites, Facebook, or custom-built websites, all organized and monitored from a single platform. The Marketing feature empowers users to send out hundreds, or even thousands, of emails daily to both current and potential customers, making outreach efficient. Through the use of drip campaigns and a user-friendly HTML editor, maintaining communication with clients has become incredibly straightforward. The transaction management system allows for the creation, editing, and storage of all essential documents and forms in a centralized manner. Users can also track and report on contacts and vendors, utilizing the activity log for easy access to critical information like inspections. Additionally, commission calculations for all agents are automated and can be configured to suit any structure, whether flat, tiered, or based on fees, allowing for the handling of complex commission scenarios with ease. Furthermore, the platform integrates natively with Quickbooks Online or Quickbooks Desktop, ensuring that your accountant is always satisfied. You can monitor expenses meticulously, down to individual transactions or specific vendors, providing a comprehensive overview of your financial activities. This level of integration and functionality ensures that all aspects of your business are organized and efficient.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Facebook No 
Follow Up Boss Yes 
Formspree No 
IDX Broker No 
Instapage No 
Lead Sherpa No 
Placester No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Redfin No 
Trulia No 
Unbounce No 
Ylopo No 
Zapier No 
Zillow No 
Zumper No 
iHomefinder No 
realtor.com No 
zBuyer No 

Integrations

Facebook Yes 
Follow Up Boss No 
Formspree Yes 
IDX Broker Yes 
Instapage Yes 
Lead Sherpa Yes 
Placester Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Redfin Yes 
Trulia Yes 
Unbounce Yes 
Ylopo Yes 
Zapier Yes 
Zillow Yes 
Zumper Yes 
iHomefinder Yes 
realtor.com Yes 
zBuyer Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

$399 per month
Free Trial No 
Free Version 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 

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

CallAction

Founded

2017

Country

United States

Website

callaction.co

Vendor Details

Company Name

Brokerage Management Solutions

Founded

2015

Country

United States

Website

www.totalbrokerage.com

Product Features

Call Tracking

CRM No 
Call Log No 
Call Recording No 
Call Routing No 
Caller Identification No 
Campaign Management No 
Conversion Tracking No 
IVR / Voice Recognition No 
Keyword Tracking No 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs No 
Drip Campaigns No 
Dynamic Content No 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence No 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing No 
Field Sales Management No 
Lead Management Yes 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking Yes 
Sales Forecasting No 
Territory Management No 

Product Features

Email Marketing

A/B Testing No 
Artificial Intelligence No 
Auto-Responders No 
CAN SPAM Compliance Yes 
Customer Surveys No 
Drip Campaigns Yes 
Dynamic Content No 
Event Triggered Email No 
Image Library No 
Landing Pages/Web Forms No 
Mailing List Management No 
Mobile Optimized Emails No 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor No 

Lead Management

Activity Tracking No 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Real Estate Agency

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

Real Estate CRM

Campaign Management Yes 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard No 
Email Marketing Yes 
Interaction Tracking No 
Lead Management Yes 
Property Alerts No 
Referral Tracking No 
Segmentation Yes 

Real Estate Transaction Management

Accounting Yes 
Appointment Scheduling No 
CRM Yes 
Commission Management Yes 
Contract Management Yes 
Critical Date Alerts No 
Document Templates No 
Electronic Signature Yes 
File Sharing Yes 
Task Management Yes 
Transaction Review No 

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