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Lead Management & CRM Solutions for Real Estate Teams

Assign and distribute leads automatically with round-robin to direct leads to the right agent.
  • Assign and distribute leads automatically with round-robin to direct leads to the right agent.
  • Team Dashboards help you easily keep track of your team members’ progress, performance and sales forecast.
  • Establish team processes and workflow using combined action-plan drip campaigns for each of your agents.
  • Get insights to team performance, activity and lead engagement with the Team dashboard.

Team Manager Dashboard

  • Lead distribution via Round Robin methods or manually
  • Team Member (Agent) individual login
  • Use automated action plans to drive workflow and lead follow up
  • Multi-Role support (Agent, Assistant, Lender, Admin)
  • Agents see only their leads
  • Agent personal lead capture policies
  • Sales Forecasting and reporting

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Features