Turn your website into a fully functional extension of your front office with your own customer portal, complete with requests, customer profile, account statements, and much more.
Stay on top of the details for every property you manage with Salesforce's single-source-of-truth, to get the latest real-time valuation data of what a property is really worth on the open market.
Capture new leads at open houses and follow up with them automatically thanks to Salesforce forms and app integrations. And you can use automation to send emails, create follow-up reminders, and trigger marketing campaigns to turn those leads into clients.
Log all your client calls without switching screens. Take notes, click “Add,” and voila: Your calls are logged, saved, and automatically associated with the right contact. Manage listings, showings, client communications, and the rest of your business from your phone or device.
Log calls, send emails, and create new tasks and events in a single click — without switching screens. Leverage the power of CRM software for real estate. Make sure nothing slips through the cracks — give each task a due date and associate it with the right client or contact.
Choose from a variety of third-party apps on AppExchange, or build your own sign-in form, then have guests sign in on an iPad or laptop at the open house. Pull data straight from MLS/IDX, Zillow, and other sources with integrations available from AppExchange.
assists you to minimize your chase ups or meetings with real-time information, progress, and notifications at your fingertips.
lets you understand your prospects across various activities and their engagement across various touchpoints e.g. websites, emails, forms, and events.
gives real-time insights into your customer's background, purchases, preferences, historic engagements, and issues - thus reducing resolution time and frequency of contacts required.
creates a seamless flow to ensure residents get access to the information they need and walk them through their digital journey without the need to manually prompt them.