Best Finance Software for LionDesk

Complete back office solution for the cloud. Mobile friendly. Simplifies and automates the back office, increasing speed and accuracy. Data is moved seamlessly through the process without any need to manually enter anything. Integrates with a variety of CRMs and tools. Customer service is responsive and structured. Additional professional services are available. Transaction Management • Commission Automation Accounting Agent Management • Reporting and analytics BoldTrail is committed to providing the best possible client support. • Knowledgeable and Responsive Customer Services Open API and Integration Marketplace • Structured Implementation • Product Documentation in Detail Professional Services

Over 150 real estate brokerages and teams make the switch to dotloop's software every month. Dotloop currently supports more than 9,000 brokerages across the U.S. and Canada and has a near perfect 98% retention rate. A top-rated mobile app with 4.8/5 stars and over 42,000 reviews.

Leadpops by Rebel IQ is a lead generation and marketing solution for mortgage brokers, loan agents, Realtors and insurance agents who are tired of wasting money on marketing campaigns that don't work. Our team creates digital experiences and tools to convert traffic into leads. Clicks are not a business tool. Traffic is great, but it's not worth the cost if you don't convert them into leads. We help our clients increase their sales by converting anonymous web visitors into qualified, tangible leads.

Open House Wizard is your place for Contact Free Open House Visitor Registration, Lead Conversion and many other advanced features. You can also get instant PDF flyers, signed visitor disclosures and Disclaimers, and drip email campaigns. Free Open House Flyers featuring QRCODE and Texting Sign in Capability. Your Open House visitors can register and sign in on their own smartphones! Bring your device to the Open House. We will open one of our 'Classic Registration pages. Visitors can still register by text, QRCODE, or using a form. Virtually any type of device can be used to register visitors, including an Ipad, Macbook or Microsoft Surface, a Notebook, Tablet, Chromebook, Chromebook, Chromebook, Chromebook, and a Microsoft Surface.

Your real estate brokerage CRM should have the most useful features for you. This will allow you to manage your leads and help you succeed. It is not surprising that only 10% of REALTORS use the CRM provided to them by their company. Many CRM products for real estate brokerage are too simple or too complicated and aren't tailored to the needs and workflows specific to each company. As with all our products, TRIBUS conducts extensive user testing of the Customer Relationship Management tool. To gain insight from executives, staff and agents, our product team meets regularly with them. They ensure that the products we provide are easy to use and can be adopted. Our user experience team meets regularly with clients to ensure that our custom brokerage CRM tools are simple to use by staff and agents.

No-code, one-time integrations are available for 200+ of the most popular platforms in the world. You can connect everyone, from HR and payroll to managing customers or vendors, without having to lift a finger. Our interface is so intuitive it almost looks like you're automating everything within QuickBooks. Integrate QuickBooks seamlessly with your accounting systems. This will eliminate data entry and increase productivity. Your franchise business will have easy access to accounting. A white-labeled app for accounting automation will help you stay ahead of your competitors and keep your customers coming back longer. Automate the tedious work between complex systems and connect them in one workflow. Integrate QuickBooks seamlessly with your accounting systems to reduce data entry and increase productivity. Your accountants can enjoy what they do and focus on meaningful tasks that have a greater impact.

Give your investors a beautiful, personalized, and modern view of their portfolio. Your investors can track their investments, projections and returns all on one page. You can drill down to the specifics of each investment. Keep your investors informed on the move or from their home. Our software is specifically designed for real estate investment firms. Everything is tailored to your needs. Automate and take control of your internal processes in order to increase efficiency and reduce errors. Manage all your contacts, entities and ownership data in one place. Your entire team can update and access it. Our powerful marketing automation engine is at your service. Sensr Portal integrates with your website and marketing materials to improve the funding process. Create instant landing pages to gain insight into prospect interest and engagement.