10 Reasons Agents Love Our CRM Solution

1 - IDX Integration Out of the Box

When you employ separate IDX and CRM services that operate in isolation, they can't exchange information, thereby restricting the CRM's functionalities and its overall assistance. Our integrated IDX and CRM service functions as a unified solution, unlocking exceptional capabilities that enhance your productivity and maximize opportunities. The current benefits are already impressive, and we have numerous exciting plans for the future. Here's a glimpse of what's achievable now:

Sharper Automated Email Campaigns

Our automated email campaigns continuously guide your leads towards closing by offering tailored listing recommendations based on their IDX property search and viewing behavior, ensuring relevance every step of the way.

Lead Scoring & Ranking

Information gathered from your leads' IDX search behavior fuels algorithms that assess and rate your leads, displaying the probability of each lead's interest on a scale. This data-driven insight serves as an additional tool, aiding you in effectively prioritizing your time and working more productively.

2 - Choose Between an IDX Website or Plugin

You have options with our CRM integrated with IDX. Either integrate it into your existing website or opt for a ready-to-use website that comes with all the essentials. We'll customize and launch your new real estate website within just a couple of weeks!

3 - Automated Marketing

Many agents and brokers struggle with following up on leads, leading to missed opportunities, as studies reveal. Marketing automation is the solution, not only for lead follow-up but also for managing other engagement campaigns such as open house follow-ups, referrals, and more.

You can rest easy knowing that each new lead gets instant engagement through personalized email content, aiding them in their property search. Best part? No effort needed! Simply activate our pre-designed follow-up campaigns for buyers and sellers.

Smart Content

Stand out from the typical generic drip email campaigns commonly used by agents, your follow-up campaigns will set you apart by providing tailored listing suggestions and market statistics. These recommendations are based on your lead's IDX property searches and viewing patterns. Your leads might believe you're burning the midnight oil to craft personalized emails with such fantastic custom content, but in reality, you're out there excelling at what you do best—closing clients.

Retain Ownership of Your Leads

Your campaigns create compelling emails with striking visuals that direct to market stats and listings on your site. This strategy aims to retain your leads on your platform, steering them away from larger search sites and your competitors.

Below are examples showcasing Marketing Automation in action:

• Once our IDX property search and lead capture successfully convert your site visitors into registered leads, they'll receive tailored follow-up emails and be enrolled in a relevant drip email campaign that aligns with their search preferences or the source of their interest.

• Tailored recommendations for listings are integrated into the drip email campaigns, reflecting the property search and viewing activities of your leads on your website.

• Market statistics related to your leads' search criteria are incorporated into the drip email campaigns they receive.

Customizable Lead Campaigns

Develop guidelines that allocate leads to suitable follow-up campaigns according to their source, be it online ad campaigns, posts, or leads obtained from third-party services.

Lead Pooling

Numerous agents rely on various online services to generate leads, and we've got you covered on that front as well. Fresh leads from more than 30 third-party services can seamlessly enter your account and be included in your automated follow-up campaigns.

4 - Personalized Emails

Crafting and sending emails for newsletters, announcements, and various purposes is a breeze with our drag-and-drop email builder. You can seamlessly incorporate videos, and access a vast library of free images. When it's time to hit send, you have the flexibility to manually pick individual contacts or opt for a group of contacts by applying filters.

5 - On-the-Go Accessibility

Optima Leads, our mobile agent app, serves as your on-the-go assistant, readily available to aid you in managing your leads from any location. It offers crucial information and insights, assisting you in lead management and monitoring your business activities.

• Focus on managing your time effectively by understanding your leads’ activity

• Prepare your next moves for each lead

• Keep your leads organized by updating their pipeline status, adding tags, and including time-stamped notes

• Adjust email campaign subscriptions for leads as needed

6 - Pipeline Visibility

Lead Stages help you understand your Pipeline status, offering a comprehensive view of your business performance. They precisely illustrate your progress toward your goals, allowing you to monitor the number of leads in each stage, their proximity to closure, and where you should focus your efforts.

7 - Tasks & Calendar Sync

Tasks play a vital role in bringing order to what might seem like chaos in the absence of a CRM. Managing appointments, callbacks, emails, and daily tasks can become quite challenging without the right tools. Successful agents excel because they are organized, save time, and capitalize on every opportunity through preparation and consistent follow-up. If you're not keeping tabs on the next steps for each contact in your list, you might not be maximizing your leads effectively.

When used in conjunction with your To-Do list, Tasks become a crucial tool for monitoring everything necessary to close deals and expand your business. They're so crucial that we offer an option to sync them with Google, Outlook, or Yahoo calendars. By syncing calendars, Tasks, and your To-Do list, you can swiftly become a master of time management.

8 - Custom Content

Consistently creating custom tailored content is essential for enhancing your SEO, drawing in new prospects, and expanding your influence. Yet, many agents struggle to find time for writing articles. Recognizing this challenge, we take it off your plate by publishing monthly blog articles for you when you're on our IDX + CRM account plan (our Agent CRM plan featuring a hosted website). Discover the significance of content marketing and its impact.

Social Media Content

Our custom content is ideal for regularly sharing across your social media platforms. By sharing links to your blog articles, you'll engage an audience that will visit your site, enhance your SEO, and gradually increase traffic to your website.

9 - A Steady Flow of Website Traffic

For business growth, a consistent flow of site visitors is essential. By combining our IDX + CRM account plan with our Real Estate Advantage marketing services, which include a hosted website, you can attract thousands of new buyers to your site every month. Our IDX integration enhances your site with lead capture options, converting these visitors into registered leads.

10 - Streamlined Operations & Enhanced Business Growth

Your time is precious to be spent juggling incompatible systems that only lead to frustrating limitations. Our integrated solution brings a host of benefits, ensuring you're fully equipped with a singular, cohesive service. It functions like a reliable 24/7 assistant, always present to ensure you never miss an opportunity, save time, and provide you with the confidence of knowing exactly where your business stands. It's your reassurance for sound sleep, guiding you towards your goals with clarity on the next steps