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Average Ratings 0 Ratings

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features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

Agent Legend Yes 
Apoointly Yes 
CallTools Yes 
ClosedEasy Yes 
Curb Hero Yes 
Dubb Yes 
Flow XO Yes 
LeadSender Yes 
Mailchimp Yes 
Mailjoy Yes 
OSI IDX Yes 
ProspectBoss Yes 
Quickwork Yes 
Shift Yes 
Spacio Yes 
Stackreaction Yes 
VoAgents Yes 
dotloop Yes 
kustomeroo Yes 
leadpops Yes 

Integrations

Agent Legend No 
Apoointly No 
CallTools No 
ClosedEasy No 
Curb Hero No 
Dubb No 
Flow XO No 
LeadSender No 
Mailchimp No 
Mailjoy No 
OSI IDX No 
ProspectBoss No 
Quickwork No 
Shift No 
Spacio No 
Stackreaction No 
VoAgents No 
dotloop No 
kustomeroo No 
leadpops 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 

Alternatives

Alternatives

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Q-assign

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