REAL ESTATE FLOW
Real Estate Flow a Real Estate CRM from Dan Plowman Coaching. A real estate CRM designed by an active real estate team.
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A Real Estate CRM for Real Estate Agents
by Real Estate Agents
WHAT IS IN IT FOR YOU?
Starting at $30/month (per user)
Powerful Tracking & Reporting Tools
Never let another lead or past client fall through the cracks!
From Lead to 'Client-for-Life'
Import contacts directly from 3rd party lead sources
Keep track of notes and correspondence
Record multiple addresses & contacts per record
Keep track of contacts with lead sources & tags
Maintain files associated with contacts
Track referral and lead sources
Prompted when duplicate contact found
Capture and be reminded of important dates
Comprehensive search capabilities
Manage deadlines and capture important dates
See all events and tasks, daily, monthly, weekly
When task is completed, automatically prompts for next activity
Automatically move past-due events to tomorrow
Use plans to automate repetitive tasks
Get email notifications for activities and tasks and import into other calendars
View calendars for all team members to appointment times
Collaborate & assign tasks to other members of your team
Activity reports – detailed & summary – on all activity by agent, lead source, outcome, etc
Track activities & calls
Discover which lead sources work and which don't
Find out how many leads are turning into appointments
Create & send bulk emails to contacts
Create automated emails such as monthly newsletters
Set rules for 3rd party leads so system only captures valid information
Designed to work seamlessly between inside sales and outside sales