Lead Management & CRM Solutions for Real Estate Teams

Assign and distribute leads automatically with round-robin to direct leads to the right agent.

Team Manager Dashboard

  • Lead distribution via Round Robin methods or manually
  • Team Member (Agent) individual login
  • Use automated action plans to drive workflow and lead follow up
  • Multi-Role support (Agent, Assistant, Lender, Admin)
  • Agents see only their leads
  • Agent personal lead capture policies
  • Sales Forecasting and reporting

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Get a complete demo and overview of the Ultimate IDX plugin and CRM marketing system for Agents and Teams.