Real Estate Team Marketing, CRM and IDX Solutions

Our Real Estate Team Solution helps you keep track of your team with our Team Dashboards and automates processes that enable you manage your team and turn PROSPECTS into CLIENTS.
Single Integrated Team Solution
Powerful SEO Built-in
Built For Lead Capture
Supports Multiple Websites

Summary of Features

Lead Capture and Lead Management for Real Estate Teams

From small teams to large, the Ultimate IDX Team solution helps you stay efficient and organized. Capture more leads and distribute them to your team. UltimateIDX will help you manage your Team, improve Team productivity and convert more leads to sales.

UltimateIDX offers you everything you need to manage and grow your team in one system, from lead capture with intelligent distribution and routing, to automated lead and team-member follow-up and task scheduling:

Maximize Lead Capture, Qualification and Conversion

Design your website for conversion

Team Member Contact information displayed on results and details pages.

Multiple lead capture and squeeze page methods

Property Search widget with all your local MLS search criteria

Configurable options to control ‘forced registration’ on searches, property views – or just reminders

Interactive IDX Map Search with polygon area definition

Consumer Login (for saved properties)

Consumer MY ACCOUNT for managing their own searches, saved properties and alerts!

and more!

Lead Management For Your Team

Lead distribution options with Round Robin

New-Lead and Lead-Activity notifications by email and SMS

Automated Drip Action Plans and Emails

Detailed profiles on all lead activity

Agent Lead-Management Dashboard

Collaborate with leads on Property Alerts, Saved Searches and Favorite Properties

VIP Home Finder Email Updates Signup

And much more!

Team Management Features

Team Management Dashboard for full accountability

Assign leads to multiple team members

Automated processes for team-member and lead follow-up

Details of Agent lead follow up activity

Reports and filters help you stay on top of today’s business!

And much more!

  • Team Leader Dashboard Control Panel
  • Round Robin distribution as well as other distribution methods
  • Automated lead follow up
  • Automate tasks and workflow for team members
  • Agent CRM system for all Agents and team members
  • ... and more

Control Panel - Agent View

When team members log-in to their CRM account, they will ONLY be able to view leads that have been assigned to them.
Your Agent’s will be able to the following:

  • Work on all leads assigned to them
  • Work with leads and research all aspects of the lead’s home search activity including their “saved properties” and “property alerts”
  • Keep notes, make calls, send emails, set tasks, set property alerts and more
  • Add/Edit lead contact information
  • Change the “Status Icon” for any assigned lead
  • Make additions/edits to their Tasks and TODO items
  • Set options for SMS and email notification reminder alerts and methods

Team Leader Control Panel

In addition to having all the features listed above for the Agents, the Team Leader can also:

  • View all leads.
  • View all Agents and Agent activity on the Team Leader dashboard
  • View all property alerts
  • Add/Edit/Remove any Agent
  • Additional team members with other roles (Assistant, Lender etc.)
  • Add/Edit/Delete any lead
  • View “Agent Activity Log”
  • Override assignment of any lead captured by any form and reassign to a specific Agent


The Ultimate IDX Team solution is a powerful business process platform for any team that wishes to capture leads and increase their conversions.

Real Estate Team Solutions with IDX and CRM