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ease
features
design
support

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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

Screenshots View All

No images available

Integrations

CognitiveScale Cortex AI
Hello Patient
WhatsApp

Integrations

CognitiveScale Cortex AI
Hello Patient
WhatsApp

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

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