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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
No
API Access
Has API
No
Integrations
Brevo
No
CognitiveScale Cortex AI
Yes
Hello Patient
Yes
Twilio
No
WhatsApp
No
Zapier
No
Integrations
Brevo
Yes
CognitiveScale Cortex AI
No
Hello Patient
No
Twilio
Yes
WhatsApp
Yes
Zapier
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$49/month
Una is priced per admin seat, billed monthly.
Start — $49/admin/month
Client and match management, white-labeled with your branding, send and track introductions, smart filtering and segmentation, share profiles by web or PDF, tasks and workflow automation.
Grow — $79/admin/month
Everything in Start, plus lead and feedback collection under your brand, your own email domain, package management, a custom-designed PDF, and advanced collaboration with other matchmakers.
Pro — $179/admin/month
Everything in Grow, plus your own branded mobile app for clients, secure in-app chat, match proposals in-app, and full automation of the client experience.
Branded — contact us
A fully white-labeled version: your app in the stores, your design, no "Powered by Una" branding, custom onboarding and setup.
Free trial available.
Start — $49/admin/month
Client and match management, white-labeled with your branding, send and track introductions, smart filtering and segmentation, share profiles by web or PDF, tasks and workflow automation.
Grow — $79/admin/month
Everything in Start, plus lead and feedback collection under your brand, your own email domain, package management, a custom-designed PDF, and advanced collaboration with other matchmakers.
Pro — $179/admin/month
Everything in Grow, plus your own branded mobile app for clients, secure in-app chat, match proposals in-app, and full automation of the client experience.
Branded — contact us
A fully white-labeled version: your app in the stores, your design, no "Powered by Una" branding, custom onboarding and setup.
Free trial available.
Free Trial
Yes
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
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
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
No
Client / Property Matching
No
Client Database
No
Commission Management
No
Contact Management
No
Contract Management
No
Email Marketing
No
Flyer / Catalog Printing
No
Lead Management
No
Listing Management
No
Property Database
No
Website Management
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
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
No