Lead Management & Conversion
The UltimateIDX™ offers the most robust lead management systems available. Our IDX CRM platform was designed with one thing in mind…. MAXIMIZE CONVERSIONS!
The CRM allows you to sort, identify and track serious buyers quickly. The Lead Summary panel features status icons on every lead to give you the status of your leads at a glance. From the main Dashboard you can access details, make appointments or sort leads by the ones that have Saved Properties, VIP-HomeFinder alerts, Status, Name, Sign Up Date or Last Contacted Date.
- Dashboards shows all leads, new leads and lead status at a glance
- Icon status symbols show any lead’s status instantly
- Over 50 local / special MLS fields supported in the CRM allowing you to interact professionally with leads and clients
- Client Tracking shows every time a registered user logs in and what listings they view
- Setup Property Alerts (all-day, daily, weekly, monthly) for your leads using all MLS criteria
- Track and view all lead activity, search history, properties viewed, emails received and opened
- Multi-role support in Team Accounts
- Assign Tasks and Reminders, Keep Notes, Categorize Leads,
- Drip Email campaigns
- Action Plan / workflow campaigns
- Fully customizable auto-responders
- Send emails
- Categorize and manage leads
- Email reports and SMS alerts for Agents
- Comprehensive Lead reports and analysis
- Supports Agents, Teams and Offices
- .. and more!
The Agent Dashboard will tell you when you need to do, which leads are active and where your opportunity lies
Lead Summary Panel
The Lead Summary panel lists all your leads with various filters and search options. See at a glance the latest leads, the average price of properties viewed, who is getting emails alerts and so on
Lead Details Page
The Details page contains all registration information and is used to store any other information on any lead gathered by yourself or the system. All from a single page!
Search history is maintained each time a registered user signs into the system with not only the date, time, prices and mls numbers but an active link back to your site to show exactly what the registered user was viewing.
The details page also contains all information on the users VIP HomeFinder™criteria if they have signed up for the daily VIP HomeFinder™Alerts.
Everything about this potential Buyer from site registration to close of escrow can be contained within this screen. This is a MUST SEE FEATURE!