All Leads in one Place
Funnel all leads from Company Sites, Team Sites, Agent Sites, CSV files, Floor-time Calls, and Personal Spheres into one advanced database for the entire team or brokerage. Automatically import external leads through our integrations like the Zillow Tech Connect Program.
LeadFlow™ Smart Lead Routing
Instantly and automatically assign new leads to the right person with unique LeadFlow™ groups, funneling your customers based on their actual listing search activity. With location or criteria based routing, each agent can be receive fair opportunity to serve new customers, while reducing the hassle of manually administering assignments. LeadFlow™ creates an environment where managers can spend more time fostering and training the team, and less time on laborious lead sharing tasks.
- Create outbound listing alerts to continually connect with your database and keep them coming back
- Send personalized trigger messages that build relationship and invoke deeper connections
- Nurture your leads with listing recommendations and market-knowledge insight only a real estate expert can offer.
Effortless Follow Up Reminders
- Add Task reminders for key steps to convert leads into life-long customers
- Build Action Plans with comprehensive follow-up tasks, phone calls, emails, text messages, and meetings
- Keep agent engaged and accountable to proactive followup with leads and customers
- Receive Daily Plan emails with lists of all your upcoming tasks.
Track Customer Activity
- Track Customer engagement activity, including detailed reports on sign-ins, searches, listing views, and favorites and notes
- Receive daily summary of all customer activity in your inbox
Lead Access Delegation
Create teams and give access to certain agents for lead sharing. This makes it easy to have vacation coverage and team collaboration, while only giving them access to the leads and data they are allowed to view and manage.