All Contacts in One Place:
Store prospect and client contact information
Communication Hub:
Email, text, and call directly from the CRM, using my preferred phone number and email address
Simple Setup & Training:
Get organized quickly with a simple, user-friendly CRM and get personalized setup help
ADVANCED
I Need Everything In Simple Plus:
Task Management & Reminders:
Create tasks, set reminders, and receive alerts to stay organized, follow up and stay on schedule
Detailed Contact Records: Add notes, track interactions, and store important info like lease expirations, locations, sales history, properties owned
Quick Filtering:
Segment contacts by criteria like location, lease term, or property type to find exactly who you need with a single click
I Need Everything In Advanced, Plus:
Automated Prospecting:
Set up automated email, text and voicemail sequences to nurture leads over time, ensuring you stay top-of-mind with prospects
Pipeline Management: Visualize your deal flow with custom pipelines to track leads, manage transactions, and monitor every stage of your deals
Reporting & Analytics:
View detailed performance insights on your outreach, campaigns, and contact interactions to make data-driven decisions
Calendar & Appointment Booking: Schedule meetings directly within the CRM, sync with Outlook or Gmail, and reduce back-and-forth scheduling with automatic reminders