Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Pete® REI Software serves as a comprehensive CRM platform tailored specifically for real estate investors, enabling them to optimize their operations from the initial contact all the way to deal closure with tools specifically designed for the investment process; it allows users to gather leads from diverse channels, monitor the progression of deals and pipeline stages, automate follow-up communications through email, phone, and SMS workflows, and efficiently manage files that incorporate e-signatures and images, all within a single platform. This software features an integrated phone and SMS system that removes the necessity for additional applications, provides real-time analytics and customizable dashboards for tracking essential performance metrics to support informed decision-making, and offers scalable functions suitable for individual investors as well as larger teams. Additionally, the automation of workflows minimizes repetitive tasks while ensuring reliable follow-ups, centralized task management fosters better collaboration among team members, and integrated communication tools keep both leads and clients actively engaged throughout the investment journey. Ultimately, this platform empowers investors to focus on growth while managing their operations seamlessly.
Description
REfindly's CRM automates all aspects of a sale, starting with the client's initial search and ending with the closing of the deal. After a prospect is registered, you can easily set up a follow-up program. REfindly will take care of the rest. You can schedule appointments, set reminders and track correspondence emails as well as phone calls. With the point-and click system, you can add viewings and prospect notes and send targeted listing alerts. REfindly's customer relations management solution streamlines your day. It keeps you informed and organized so that you can concentrate on growing and strengthening your business. REfindly also offers IDX sites for real estate agents or brokerages.
API Access
Has API
API Access
Has API
Integrations
Apple Mail
Gmail
Mailchimp
ProspectBoss
TestimonialTree
Pricing Details
$219 per month
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
Pete REI Software
Country
United States
Website
peterei.com
Vendor Details
Company Name
REfindly
Founded
2013
Country
United States
Website
refindly.com
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
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation