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Description
Never miss out on another real estate lead again by seamlessly importing and distributing leads from over 200 different sources. Transform prospects into clients with consistent follow-ups that notify agents about whom to contact and when. Instantly allocate leads to agents, engage with new inquiries, and send timely reminders and notifications. Inbound leads and calls from your listings or website are automatically integrated into Action Plans, ensuring that emails and texts are dispatched promptly for immediate responsiveness. Simply log in, click the "tasks" button to view your daily agenda, and methodically check off each item as you complete them (no need for guesswork). Afterward, address all your emails, missed calls, texts, and voicemails from a single, organized interface. Take a moment to assess your lists of active, pending, and top clients, and easily identify those who require follow-up. Reach out to them via text, then take a break for lunch. In between appointments and property showings, remain engaged by reacting to push notifications, sending messages, documenting contact notes, and reassigning leads as necessary. This streamlined process ensures that no opportunity slips through the cracks.
Description
Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits.
Entity Support: Supports OOB and Custom Entities
Round Robin: Divide the Leads equally among the team using Round Robin Algorithm.
Capacity: Assign Leads based on the individual capacity of each user
Rules: Create multiple assignment guidelines for different selection criteria for Leads
Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users.
Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements
Period: Define a period for the assignment of work items based upon that period
API Access
Has API
No
API Access
Has API
No
Integrations
Bearworks
Yes
BoldTrail Back Office
Yes
CallTools
Yes
Constant Contact Lead Gen & CRM
Yes
Flow XO
Yes
Integry
Yes
LeadSimple
Yes
Levitate
Yes
Mailchimp
Yes
Mailjoy
Yes
Integrations
Bearworks
No
BoldTrail Back Office
No
CallTools
No
Constant Contact Lead Gen & CRM
No
Flow XO
No
Integry
No
LeadSimple
No
Levitate
No
Mailchimp
No
Mailjoy
No
Pricing Details
$49 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Follow Up Boss
Founded
2011
Country
United States
Website
www.followupboss.com
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Product Features
Lead Management
Activity Tracking
Yes
Campaign Management
No
Lead Capture
No
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
Yes
Real Estate Agency
Calendar Management
Yes
Client / Property Matching
Yes
Client Database
Yes
Commission Management
No
Contact Management
Yes
Contract Management
No
Email Marketing
Yes
Flyer / Catalog Printing
No
Lead Management
Yes
Listing Management
No
Property Database
No
Website Management
No
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
Yes
Contact Management
Yes
Dashboard
Yes
Email Marketing
Yes
Interaction Tracking
Yes
Lead Management
Yes
Property Alerts
Yes
Referral Tracking
Yes
Segmentation
Yes
Product Features
Lead Management
Activity Tracking
Yes
Campaign Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No
