Automatic emailing of recent properties that suit the potential customer's preferences
Permanente matching between the customer's preferences and the available properties
Register leads according to its origin
Manage the distribution of leads amongst your sales force (concentrated, random, sequential, programmed especifically)
Promote leads to business opportunities
Opportunity views, lists and management
Set the stages of each business opportunity according to the organizations's procedures
Procedures, stages and check lists of the real estate marketing process
Definition of the participants and their role in the marketing of properties
Assign and schedule tasks or write notes to the participants
Alerts and notifications of overdue tasks
Alerts and notifications of the unaccomplished procedures
Know which
By activating the follow me option in an opportunity, the manager will be informed of all the interactions occurred to this opportunity.
List opportunities by agent, by team, by partner, by owner, sort them by date, by property type, by business type, by selling probability, by stage, etc.
Learn about the relationship with each customer (record of notes, calls, meetings, visits, emails, presentations, etc).