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ease
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Average Ratings 0 Ratings

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Description

Daylite is a Mac-based CRM that's designed for small businesses. Daylite keeps track of everything, from client communication and follow-ups to project details. It also tracks next steps. All this in one app. Integrate with Apple Mail and Apple Contacts & Calendars. Share with your team. You can also work offline.

Description

Prospects, a real estate CRM and CMA, simplifies the storage and management of client data. You can effortlessly create client lists and categorize your contacts using specific keywords. All your contacts are seamlessly synchronized with Matrix and mobileName, ensuring everything stays updated. The user-friendly dashboard prioritizes your tasks, functioning as a virtual assistant that alerts you to significant deadlines, follow-ups, and upcoming meetings or closings. This tool is specifically designed to save you a considerable amount of time. Additionally, activities are automatically linked to your listings and contacts, enhancing efficiency. For those working in teams, having access to your colleagues' schedules proves invaluable. You can confirm showings and share feedback with other agents and clients without leaving the platform! Moreover, activities are automatically added to your calendar, integrating perfectly with CSS and ShowingTime. Keep your clients engaged by sending them essential information about the market and updates that impact their properties, helping you to stay a step ahead of the competition. This innovative system not only streamlines your workflow but also enhances client relationships, fostering trust and loyalty.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Axis LMS
Chat Agents
Direct Mail
Google Calendar
HubSpot Operations Hub
Mailchimp
Memtime
Merlin Project
Quickwork
Raklet
SaveMyLeads
Stackreaction
Wufoo
Xero

Integrations

Axis LMS
Chat Agents
Direct Mail
Google Calendar
HubSpot Operations Hub
Mailchimp
Memtime
Merlin Project
Quickwork
Raklet
SaveMyLeads
Stackreaction
Wufoo
Xero

Pricing Details

$29.00/month/user
Free Trial
Free Version

Pricing Details

$29.92/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

Marketcircle

Founded

1999

Country

Canada

Website

www.marketcircle.com

Vendor Details

Company Name

Prospects Software

Founded

1999

Country

Canada

Website

www.prospects.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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Product Features

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CMA

Contact Management
Lead Capture
Market Charts
Presentation Tools
Price Forecasting
Proposal Generation
Templates

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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