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Description

Transform every channel into a source of revenue to fuel business expansion. Effortlessly gather leads and sales inquiries from websites, emails, social media platforms, phone calls, and more. The key to a thriving business lies in effectively monitoring and managing the sales pipeline. A visual pipeline enables you to keep track of all deals at different stages seamlessly. Gain a comprehensive 360° view of your customers on a single interface for enhanced insight. Engage with your contacts through multiple communication channels while having access to their conversation history. Prioritize what matters most and automate the rest for efficiency. Establish rules and workflows to streamline follow-up processes, and automatically assign deals to team members. Integrate PipeCycle with other productivity applications to enhance functionality. Identify lead locations and discover potential clients nearby effortlessly, while also automatically tracking the locations of your team members and displaying them on a map for better coordination. By leveraging these tools, businesses can optimize their operations and significantly improve their sales outcomes.

Description

Softhealer’s Real Estate CRM Software is tailored for real estate firms in the United States seeking an efficient method to oversee properties, leads, clients, and sales operations all in one platform. This tool enables agencies, brokers, property advisors, and sales teams to maintain organization in their daily tasks without the hassle of using various applications. The system facilitates the entire property sales journey, starting from capturing inquiries to following up with prospects, scheduling property tours, managing sales opportunities, and ultimately closing transactions. Users can store detailed information about properties, keep track of customer needs, allocate leads to sales representatives, and monitor the progress of each deal throughout the sales pipeline. Additionally, the CRM enhances customer communication and follow-up management. Sales teams can document notes, plan future activities, track interactions, and view the current status of every lead or opportunity. This streamlined approach not only simplifies the management of leads but also helps ensure that no potential deal is overlooked, allowing teams to focus on those that require immediate attention while efficiently progressing others through the sales stages.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

SMS-iT No 
WhatsApp No 

Integrations

SMS-iT Yes 
WhatsApp Yes 

Pricing Details

$15 per user per year
Free Trial No 
Free Version No 

Pricing Details

Depends on Customization
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
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) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CustomerSquare.com

Country

India

Website

www.pipecyclecrm.com

Vendor Details

Company Name

Softhealer Technologies

Founded

2015

Country

India

Website

softhealer.com/real-estate-crm-software

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Product Features

Real Estate CRM

Campaign Management No 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking No 
Lead Management Yes 
Property Alerts Yes 
Referral Tracking Yes 
Segmentation No 

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