Deal Management

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FEATURES & SOLUTIONS

Tasks

Add tasks to yourself or others in your account. They can be stand-alone tasks or can be associated with a property/project
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Calendar Integration

Manage appointments or events inside your account, this feature can be linked with your google calendar.
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Email Campaigns & Workflows

Create email workflows with automation to send campaigns to your leads or networking connections. Excellent for follow-up purposes or for building relationships
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Pipelines

Track the progress on properties or contacts as you work on them. Create different pipelines to keep everything organized and track the progress in each area of your business
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User Management

Add users to your account and share specific information with those users based on their role inside your business.
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Contact & Property Management

Standard CRM functionality: Access to your database of contacts or saved properties you're working on
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Opt-in Forms:

Create forms and integrate them with your website, leads that fill the form will be added to the contacts tab. Great for websites built for Pay-Per-Click advertising.
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Documents Management

Keep your files organized for specific properties. Add any kind of documents relevant to specific deals and keep them in one place. Can be used as a drive folder but within the software.
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Other SOLUTIONS