TOP PRODUCER

It pulls publicly available information from social media platforms, providing details like photos, interests, job titles, and locations. This helps agents understand their clients' personalities and preferences beyond basic contact details.

All communication history, including emails, text messages, and call notes, is stored in one place. This allows agents to quickly review previous conversations and interactions, ensuring they're always up-to-date.

The system tracks crucial dates like birthdays, anniversaries, and home purchase anniversaries, prompting agents to reach out with personalized messages and maintain relationships.

Agents can see which properties their buyers have viewed, expressed interest in, or inquired about. This allows them to understand their clients' preferences and tailor property recommendations.

When property statuses change (e.g., price reductions, sold), the CRM automatically updates client records. This ensures agents have the most accurate and up-to-date information.

Agents can track email open rates, click-through rates, and unsubscribe rates. This provides valuable insights into which email campaigns are resonating with their audience.

Agents can monitor the performance of their Market Snapshot® reports, which provide clients with real-time market data. This helps them understand how clients are engaging with market information.

Clients receive immediate notifications when new properties that match their search criteria become available.

Clients are notified when the price of a property they're interested in changes.

Clients are informed when properties in their target area are sold, providing valuable market insights.

Agents can send and receive text messages, keeping a record of all communication.

Agents can send and receive emails, with all communication history stored within the CRM.

All text and email communication is automatically tracked and stored, providing a complete record of interactions.

Agents can use pre-written templates for emails and text messages, saving time and ensuring consistency.

The AI writing assistant can generate personalized emails and text messages based on client information and context, further streamlining communication.

Agents can create groups based on client type (e.g., buyers, sellers), lead source, or any other relevant criteria.

Agents can set up automated follow-up rules for each group, ensuring consistent communication and nurturing.

Agents can sync their CRM calendar with their Google, iCloud, or Microsoft calendars, keeping all appointments and tasks in one place.

Agents can sync their CRM contacts with their Google, iCloud, or Microsoft contacts, ensuring all contact information is up-to-date.