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Frequently Asked Questions
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A CRM, or Customer Relationship Management system, is a powerful tool that helps real estate agents manage and nurture their client relationships effectively. It serves as a centralized hub for storing and organizing client data, communications, and interactions.
A CRM (Customer Relationship Management) system plays a pivotal role in effective lead and prospect management for real estate professionals. By offering a centralized repository for lead data, it eliminates the need for scattered records and ensures that no potential client is overlooked.
You can effortlessly import your existing contacts using our user-friendly drag-and-drop column matching tool. This feature simplifies the process, allowing you to seamlessly integrate your contact data into our system without the hassle of manual data entry. It's all about making your experience smoother and more efficient.
Yes, you can test out different plans by upgrading for free once the trial starts.
Yes, you can add as many team members as you'd like during your trial. Just navigate to the membership tab uder your team settings and invite your teammates. You are not billed for extra teammates until they accept your invite.
Users can easily upgrade and downgrade between plans. When downgrading, excess funds will remain as credit. Switching between plans can be done at any time in the billing cycle.
When selecting a real estate CRM, several key features should be on your radar. Firstly, robust contact management capabilities are essential, enabling you to organize and categorize your client base efficiently. Automation tools for follow-ups and marketing campaigns can save you valuable time and boost client engagement.Document management, transaction tracking, and reporting functionalities are equally vital to streamline your operations and gain insights into your business. Lastly, consider customization options to tailor the CRM to your specific needs and a user-friendly interface for ease of use.
Our CRM offers seamless integration with various tools you already use, enhancing your workflow efficiency. With our email feature, you can send messages directly from within the CRM and even track their open rates for up to a month post-sending, providing valuable insights into client engagement. Additionally, our integration with Google Calendar simplifies your scheduling process, allowing for push and email notifications, ensuring you never miss an important appointment or follow-up. These integrations are designed to streamline your daily tasks and keep you well-connected with your clients and prospects.
Other than creating your account and inviting your team members, our CRM comes fully set up and you can start adding or importing your contacts via a csv/xsls file instantly.
The primary distinction between our plans lies in their specific offerings to cater to varying needs:
Plan One: Our Basic Plan includes all the fundamental features essential for your success, ensuring you have access to a comprehensive set of tools to manage your real estate business effectively. Importantly, this plan does not impose any feature limitations commonly found in higher-tier plans.
Plan Two: Our Everyday Plan, on the other hand, takes your real estate operations to the next level. It offers increased data storage to accommodate your growing business needs and higher monthly email limits for enhanced communication. As an added advantage, you'll benefit from personalized team branding, allowing you to make your real estate services more distinctive and tailored to your clients.
These plans are designed to provide flexibility, allowing you to choose the one that best aligns with your specific requirements and business objectives.
Plan One: Our Basic Plan includes all the fundamental features essential for your success, ensuring you have access to a comprehensive set of tools to manage your real estate business effectively. Importantly, this plan does not impose any feature limitations commonly found in higher-tier plans.
Plan Two: Our Everyday Plan, on the other hand, takes your real estate operations to the next level. It offers increased data storage to accommodate your growing business needs and higher monthly email limits for enhanced communication. As an added advantage, you'll benefit from personalized team branding, allowing you to make your real estate services more distinctive and tailored to your clients.
These plans are designed to provide flexibility, allowing you to choose the one that best aligns with your specific requirements and business objectives.
No credit card is required to start your free 30-day trial. You get full access during the trial, and you can cancel anytime.
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