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Artificial Intelligence to improve
your bottom line

Zia gives smart suggestions for the best time and day of the week to contact each customer, so that you can connect with them immediately. Zia learns the usage patterns of your team members and makes personalized automation suggestions so they can complete their routine tasks faster. Zia also calculates the efficiency of your workflows and stops you from making mistakes, like sending an email template twice to the same user.

Keep your team in the loop,
wherever you are.

Collaborate with your team through Feeds, a real-time timeline where you can discuss deals, collaborate on ideas, and broadcast announcements gives you the power to integrate your chat tools with your CRM. Create helpful Commands and Bots within your chat tools to pull up CRM records, reports, and analytics for easy sharing with your teammates. Send CRM lead approvals and reminders for events or calls on your chat tool and set up SalesSignals in CRM for new chat notifications.

Centralized Document Management

CRM gives you centralized access to important documents such as property details, service reports and transaction documents. There is no need to dig through all your documents when you just want to send the latest property document to your leads. The document library intelligently connects relevant collaterals with the appropriate lead or deal. You can even have multiple versions of your sales collateral in the Documents Tab and access the latest draft of the document whenever you log in.

Easy invoices and bills

CRM helps you complete your sales cycle by enabling your team to create and store quotes, invoices, price books, and bills in their accounts. Manage all your post-sales processes using powerful inventory management features, and share your quotes and invoices to prospects through custom email and invoice templates.

Make data-driven decisions
with powerful in-built analytics

With over 40+ prebuilt reports, you can measure every aspect of your sales pipeline – from campaign spending to deal closure. CRM’s Analytics can help you track progress toward your targets, agent activity reports, compensation adjustment and neglected deals in your pipeline. You can setup revenue forecasts based on your territories, measure KPIs using target meters and track lease expirations.

Seamless and powerful integrations

Manage your complete sales cycle from a unified CRM interface. The free Zillow integration gives you a consolidated view of any property’s availability, address, home value, comparable homes, and Zestimates®, directly within CRM. Also, Phonebridge lets you choose from over 50 telephony providers like RingCentral, Vonage, and Amazon Connect, and add integrated click-to-call, automated call recording, call logging, and analytics to your CRM account.

Close deals on the move

The CRM Mobile app lets you keep in touch with your buyers and sellers and manage their property sales on your Mobile Phone. Scan QR codes or business cards in 17 different languages to automatically add them as a CRM lead or contact. The card scanner app lets you schedule followups and use prebuilt email templates so you don’t have to wait to get back to prospects. CRM’s mobile app also gives you real-time sales performance reports and insights, while also letting you schedule and log meetings, add follow-up tasks, and find prospects near you while you’re on the move.

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