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Description
Forefront CRM serves as an all-encompassing tool tailored to enhance lead management for real estate investors. With its user-friendly visual pipeline and drag-and-drop capabilities, it empowers users to personalize workflows while easily monitoring the progress of every lead. The platform automates follow-up initiatives via SMS, email, and task assignments, guaranteeing that communication with leads remains steady and effective. All pertinent lead information, such as notes, communication records, and property specifics, is consolidated for quick and convenient retrieval. Additionally, Forefront CRM seamlessly integrates with services like smrtPhone and CallRail, enabling users to monitor calls, messages, and voicemails, thus providing a thorough communication record for each lead. The software also includes real-time Key Performance Indicators (KPIs) and reporting features that yield valuable insights into the effectiveness of marketing campaigns and team productivity. Furthermore, it offers task management capabilities with automated assignments and alerts, an iOS application for users on the go, and customizable fields to capture vital lead information, ensuring that every detail is accounted for in the lead management process. This comprehensive suite of features makes Forefront CRM an invaluable asset for real estate investors looking to optimize their operations.
Description
smrtPhone serves as an Agentic Conversation Platform tailored for sales teams utilizing a CRM system. By integrating both your team and trained AI agents, all communications—calls, texts, and follow-ups—are automatically documented in the corresponding CRM record, eliminating the need for manual data entry.
The platform features smrtDialer, a powerful integrated dialer that can simultaneously call between one to four lines, ensuring the representative speaks with the first respondent. Additionally, smrtAgents, the AI-driven assistants, manage inbound calls, assess leads, and follow up within a specified timeframe before transferring the conversation to a human representative equipped with complete context.
Moreover, it offers SMS/MMS automation, video calling, call recording, AI-generated call summaries, sentiment analysis, interactive voice response (IVR), customizable call workflows, local presence features, number porting, voicemail transcription, and a comprehensive mobile application.
The platform seamlessly connects with a variety of CRM systems such as Podio, Salesforce (including Left Main REI), InvestorFuse, Tape, GoHighLevel, Invelo, Realeflow, Carrot, and DataSift, enhancing its versatility.
Designed with compliance in mind, it adheres to TCPA, CCPA, CPNI, and STIR/SHAKEN regulations, ensuring that users can operate within legal guidelines. Since its launch in 2017, smrtPhone has continually evolved to meet the needs of dynamic sales teams.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
CallRail
CallTools
Pricing Details
$99 per month
Free Trial
Free Version
Pricing Details
$24/month/user
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
Forefront CRM
Country
United States
Website
forefrontcrm.com
Vendor Details
Company Name
smrtPhone
Founded
2007
Country
United States
Website
www.smrtphone.io
Product Features
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Product Features
Business Phone Systems
Call Logging
Call Monitoring
Call Recording
Call Routing
Employee Directory
IVR / Voice Recognition
Mobile Access
Virtual Call Center
Web Conferencing
Alternatives
Alternatives
No Alternatives