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features
design
support

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Description

For many companies, the CRM system fails to indicate where their web leads originate, which can lead to significant expenditure on unproductive leads that fail to convert. Relying solely on the number of form submissions isn't sufficient, as various traffic sources can yield clients of vastly differing quality. One particular channel might bring in a few high-value, long-term customers, whereas another could result in a flood of unqualified prospects. To truly assess the effectiveness of a marketing strategy, it's essential to monitor the revenue generated from each initiative. This means evaluating the monetary impact of all campaigns and channels, including the first-click, last-click, and everything in between. By focusing your investment exclusively on channels that actually contribute to sales, you can optimize your marketing budget and achieve better results. Thus, understanding the source of your leads can significantly enhance your overall marketing strategy.

Description

In the pursuit of growth, it’s common to become overly focused on acquiring new leads while overlooking the potential benefits of nurturing your current clients. Attracting a new client can cost brokers up to five times more than retaining an existing one, making it crucial to value those you already have. After all the effort put into gaining their business, maintaining their loyalty should be a top priority. This is where Sherlok comes into play, offering proactive automated client retention solutions. With the help of AI, Sherlok identifies which clients are at the highest risk of leaving and prioritizes them for repricing opportunities. Moreover, if additional savings can be accessed, Sherlok’s Instant Refi comparison tool will generate valuable refinance leads for brokers. You can relax as Sherlok diligently analyzes your client portfolio, continuously monitoring their interest rates to discover when they might qualify for better rates. By harnessing this technology, you can ensure your clients remain satisfied and loyal to your services.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Apptivo
Bitrix24
Copper
Freshsales
Gravity Forms
InStream CRM
Infor CRM
Kommo
LiveChat
Microsoft Dynamics 365
NetSuite CRM
Odoo
Oracle Sales
SAP CRM
Salesflare
Salesforce Marketing Cloud Account Engagement
SuiteCRM
Teamgate CRM
Teamleader
Vtiger CRM

Integrations

Apptivo
Bitrix24
Copper
Freshsales
Gravity Forms
InStream CRM
Infor CRM
Kommo
LiveChat
Microsoft Dynamics 365
NetSuite CRM
Odoo
Oracle Sales
SAP CRM
Salesflare
Salesforce Marketing Cloud Account Engagement
SuiteCRM
Teamgate CRM
Teamleader
Vtiger CRM

Pricing Details

$97 per month
Free Trial
Free Version

Pricing Details

$89 per user per month
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

GA Connector

Country

Ukraine

Website

gaconnector.com

Vendor Details

Company Name

Sherlok

Country

Australia

Website

www.sherlok.com.au

Product Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Product Features

Real Estate Marketing

Advertising Management
CMA
CRM
Contact Management
Email Marketing
Lead Generation
Listing Management / IDX
Presentation
Reporting / Analytics
SEO
SMS Marketing
Social Media Marketing
Virtual Tour
Website Builder

Alternatives

Alternatives

RealtyMX Reviews

RealtyMX

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