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.
The Agent Dashboard will tell you when you need to do, which leads are active and where your opportunity lies
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
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!
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