Lead Capture and Tracking
Streamline Your Sales Funnel with Powerful Lead Management Tools
Capture Leads from Every Channel
Ensure no lead is missed with multi-source integration:
Website Forms and Landing Pages:
Directly capture inquiries from your real estate website and forms.
Social Media and Campaigns:
Gather leads from Facebook, LinkedIn, and other platforms seamlessly.
Third-Party Integrations:
Connect with your existing tools to centralize lead data in one place.
Track Lead Progress in Real-Time
Stay informed about every lead’s journey:
Activity Logs:
Automatically record every interaction, including emails, calls, and appointments.
Engagement History:
View detailed timelines of actions and responses for informed follow-ups.
Sales Funnel Stages:
Monitor each lead’s position in the funnel to prioritize high-value prospects.
Bulk Management for Maximum Efficiency
Optimize your workflow with bulk actions:
Bulk Communication:
Send emails or SMS to multiple leads simultaneously for streamlined outreach.
Saved Filters:
Quickly access pre-set lead groups for targeted actions.
Batch Updates:
Modify lead statuses, assign tasks, or log activities for groups of leads in one go.
Custom Notes for Personalization
Keep track of important details:
Lead Insights:
Add notes about specific client needs, preferences, or concerns.
Follow-Up Strategies:
Tailor your communication based on recorded details to build stronger relationships.
Preview Leads Instantly
Gain a quick overview without navigating away:
Quick View Panel:
Access essential contact details, recent interactions, and task lists at a glance.
Fast Navigation:
Seamlessly switch between leads while retaining key context.
Transform Leads into Opportunities
Move potential clients forward with ease:
Effortless Conversion:
Instantly turn leads into sales opportunities with one click.
Property Matching:
Assign units or properties to opportunities for faster deal closure.
Campaign Attribution:
Link leads to their originating campaigns to measure marketing success.
