- For CRE Only -

WHICH CRM IS RIGHT FOR YOU?

Tell Us Your Needs & We Will Recommend CRM Options

SIMPLE

ADVANCED

PRO

SIMPLE

  • 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

PRO

  • 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