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Description
The Lead Management System is an all-encompassing module designed to effectively oversee the entire lead management workflow. This module includes key functionalities ranging from lead capture to assignment and final closure. You can send your leads directly to the CRM Inbox, where the software automatically generates leads, assigns them to the appropriate users, and notifies customers via Email or SMS. It seamlessly captures website contact form submissions as emails and forwards leads to the CRM Inbox for automatic lead creation. Forwarding portal leads to the CRM ensures that lead information is accurately mapped to the lead screen within the system. Furthermore, leads can be automatically distributed to the sales team based on their source, with assigned users receiving notifications via Email or SMS. Users can also track the history of leads, complete with status updates and a timeline that highlights aging issues. The CRM is designed to support sales territories based on location and products, and user access can be restricted according to territory rules. Additionally, users can attach relevant documents related to leads or customers, while all essential marketing materials can be stored in a centralized location for easy access. This streamlined approach not only enhances efficiency but also fosters better communication and organization within the sales process.
Description
CRM Automation saves time and money. Real Geeks and third-party leads are automatically sent to the CRM, which is a fully-featured platform that tracks and nurtures leads throughout the sales cycle. Agents are notified immediately by SMS and email when leads enter the system. Filter leads based on any field, including user behavior, favorites, geographic area and price range. Agents can target prospects and follow up with them intelligently. Agents can monitor activity in real-time. Active leads are great targets to contact as they are actively engaging on the site. To help agents engage, automatically search leads' social profiles on the internet. Notify agents and trigger them to follow up with high-engaging leads. Assign leads automatically based on geographic location and source. All conversations are automatically synchronized with agents email and integrated in CRM.
API Access
Has API
API Access
Has API
Integrations
ActiveCampaign
Agent Legend
BombBomb
CallRail
Cloud Agent Suite
Copper
Facebook
Google Contacts
Google Forms
Leadpages
Integrations
ActiveCampaign
Agent Legend
BombBomb
CallRail
Cloud Agent Suite
Copper
Facebook
Google Contacts
Google Forms
Leadpages
Pricing Details
$5 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Cratio
Founded
2009
Country
India
Website
www.cratiocrm.com
Vendor Details
Company Name
Real Geeks
Founded
2009
Country
United States
Website
www.realgeeks.com
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
Product Features
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Real Estate Marketing
Advertising Management
CMA
CRM
Contact Management
Email Marketing
Lead Generation
Listing Management / IDX
Presentation
Reporting / Analytics
SEO
SMS Marketing
Social Media Marketing
Virtual Tour
Website Builder