Ready for a CRM that unites your team remotely, makes scheduling appointments a breeze, and calculates your workload for the week? With our CRM built on Podio, a cloud-based platform, you get a product that’s tailored to your business’ needs. We know CRMs aren’t one-size-fits-all; get the benefits of a custom system without the obscene price tag.
Find yourself filling out the same information over and over? Generate auto-filled, client-specific contracts with the click of a button.
Save time with pre-saved checklist templates that automatically create and assign action items and tasks to the appropriate employees.
Never miss a birthday, anniversary, or holiday! Keep clients in the know with automated status updates as they move through the process.
Send and sign contracts with ease by linking your system to Right Signature, Panda Doc, or DocuSign. No more printing and scanning!
Gain a birds-eye view of your agents, leads, and other stats with data visualization integrations. Dashboards can be customized based on user, so you can pick and choose which stats you follow. Stay up-to-date on projects with a live activity feed.
Creating the same tasks week after week? Become more efficient with your time, decreased human error, and prevents leads from slipping through cracks with lead generation. Podio will automatically create tasks so you know whats on your plate and plan for the future.
With agent view, see only what’s on your plate, reducing clutter or confusion. Agent views also give management the ability to report on all agent fields, segment private information, and delegate specific leads to outside contractors without over sharing. See what a particular agent is working on before assigning a lead, reducing the chance of double or over booking.
Integrate agent’s email to automatically log client correspondence every time an email is sent. View past correspondence, data changes, and notes right on the lead itself. Keep all info all in one place so information is easily shared between coworkers.