Best Real Estate Agency Software for Microsoft 365

Lofty, formerly Chime, is a platform that combines a powerful AI-powered CRM with popular tools such as our Dynamic CMA, automated social media marketing, and a stunning IDX website. It's known for its ease-of-use. Our intuitive system is designed from the ground-up for real estate professionals who want to drive more leads and close them. No matter how long your agents have worked in the industry or their level in technical skills, they can easily use Lofty to generate results. Want an AI assistant who engages with leads 24/7, and learns from its interactions? We have that. Want a geo-farming tool that will help you find those hard-to locate seller leads in your neighborhood? We have that (it's already built-in). Want award-winning software that understands the way teams work and helps you stand out in the competition? We have all of that and more. Want to close MORE deals FASTER? Lofty is here!

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

Avochato is a simple text messaging software designed for support and sales teams. Avochato gives businesses the best way to communicate with customers, get more responses and convert better. It includes a chat widget, live messaging, broadcasting, automated surveys and programmable APIs. You can also track status and track your customers. Avochato integrates with top business services such as Slack, Office 365 and Salesforce.

More than a CRM, TopBuilder is the leading provider of preconstruction, sales, and marketing software for contractors of all types and sizes. TopBuilder is the first Construction CRM that helps increase collaboration, communication, efficiency, and profitability throughout your entire sales process. Experience the next breakthrough in construction software. With our new mobile functionality, you get all these wonderful benefits anywhere at any time. Experience the new industry standard with TopBuilder. TopBuilder is quickly becoming the go-to tool for construction software. Services offered by TopBuilder specialize in helping contractors, construction companies, and home builders build highly effective, data driven marketing campaigns. The tool was custom built with the construction industry in mind and offers a suite of features that are essential for success in today’s market.

Folio helps real estate agents stay on top of transactions from Gmail or Outlook and integrates seamlessly with GSuite and Microsoft 365. Over 100,000 real estate agents trust Folio to help them close on time, impress their clients and get more referrals. Folio makes it easy to impress your clients and keep your transactions on track – even when you don’t have time. Folio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. Creating timelines that you can share in one click with clients and colleagues is quick and easy. Folio helps you keep your deals on track with transaction timelines and reminders integrated into your Google or Outlook Calendar. By organizing all relevant emails, documents and contacts into Smart Folders, Folio makes it easier for you to find important things. Never search for a document, email, or file again. It’s all right there!

Online real estate transaction management and filing. Simple and cost-effective. The "State of the Art Technology" is not only for large companies. Unlimited storage, unlimited transactions and efficient office-agent communication. You can also create your own checklists and add forms to them. Allows you to search any transaction or paper in seconds and reminds you when due dates are approaching. Easy & automatic commission calculation. Commission and other reports available in just one click. Each screen has a tutorial video. Microsoft Azure® cloud storage quality. You can get local backucp in just one click. H2eFile is a cost-effective, efficient, and environmentally friendly alternative to traditional hardcopy file system for small or multi-office realty brokerages. Imagine all your agents creating a folder for each transaction and then submitting all documents directly into those folders. All this for a fraction of the cost of your current expenses. All files relating to brokerage transactions are safe and secure.

Never lose another lead in real estate. Automatically import and distribute leads. More than 200 sources. With 24/7 follow-up, agents can turn leads into clients. You can instantly assign leads to agents, respond immediately to new leads, and send reminders and notifications to agents. Inbound calls and new leads from listings or your website are automatically received and put into Action Plans. Instant lead speed is achieved by sending out emails and texts. Log in and click on the "tasks” button. You can see the tasks for the day and then check them off one by one. Next, respond to all emails, voicemails, and missed calls in one place. You can review the active clients, pending customers and top clients. You can identify the clients that you need to contact. Text them. Go to lunch. Între appointments and showings, respond quickly to push notifications, send text messages, make contact notes, and redistribute leads.