Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
EPIC Agent CRM is a robust software solution for estate agents, meticulously crafted by ISB Technologies to meet the diverse needs of real estate professionals. The platform aims to address the most crucial and common demands of property negotiators, offering features like sophisticated property search options, smart client-property matching capabilities, and a seamless customer journey management system through its advanced integrated CRM module. Loved by agencies of varying sizes, from solo brokers to expansive multi-branch franchises, EPIC Agent CRM is a versatile tool for the real estate market. As a web-based solution, it allows real estate agencies to utilize it independently or integrate it with their existing brand websites, thereby boosting online property sales through its real-time functionalities. Furthermore, EPIC Agent CRM seamlessly connects with several property portals, including RightMove and Zoopla, expanding its reach and effectiveness in the industry. In addition, the platform’s user-friendly interface ensures that agents can easily navigate through its features, making it an indispensable tool for enhancing operational efficiency in real estate transactions.
Description
Una is a customer relationship management tool specifically designed for professional matchmakers, centralizing each client's profile, preferences, communications, tasks, and history into one convenient platform. This integration streamlines information that would typically be scattered across various sources like email, WhatsApp, spreadsheets, and notes. With just one click, matchmakers can effortlessly identify potential matches not only among their clients but also within their leads and the clients and leads of fellow matchmakers they team up with. Una presents a comprehensive timeline of each client's journey, consolidating every interaction — from introductions and follow-ups to feedback requests sent via WhatsApp, SMS, and email — into one accessible location. Any commitment made by a matchmaker, whether it's an introduction by a certain date, feedback following a date, or a promised follow-up, can be designated as a promise. This unique feature emphasizes client trust, as Una ensures these promises remain visible, monitors their fulfillment, and brings them to attention before they are overlooked. Furthermore, Una is equipped with additional functionalities such as customizable funnels, intake forms, package management, and automated workflows, enhancing the overall efficiency of the matchmaking process. This makes it an invaluable resource for matchmakers aiming to provide exceptional service and maintain strong client relationships.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Pricing Details
No price information available.
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
ISB Software
Country
Malta
Website
isb.mt/software-solutions/real-estate/epic-agent-crm-for-estate-agencies/
Vendor Details
Company Name
Una
Founded
2024
Country
Israel
Website
getuna.ai
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 CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
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