Team Package

Real Estate Team 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


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!

teamuidxLead 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 HomeFinder Email Updates Signup.

  • And much more!

teamuidxTeam 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!

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:

  • 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

Our tools are wordpress build and ready

WordPress Plugin

Includes WordPress Plugin, IDX and CRM

Install the UltimateIDX WordPress plugin on your own WordPress site and use shortcodes for IDX search, property display and lead capture widgets.

The IDX WordPress plugin embeds IDX on YOUR website. Long tail URLs for listing details are all on YOUR domain – not ours.

SEO friendly content and indexable IDX listing pages makes the UltimateIDX WordPress Plugin the best solution if you are looking for a significant SEO advantage!

Fully integrated Team CRM included.

See our price calculator.

Using marketing and sales technology to gain an edge in customer service

JavaScript Plugin for Existing Websites

Includes JavaScript library, IDX and CRM

Supports many websites and CMS. Use the JavaScript plugin with any website and use our <div> widgets for displaying IDX search, property display and lead capture widgets.

PHP, Weebly, Squarespace, Joomla, Ruby, Adobe Muse

The JavaScript plugin embeds IDX on YOUR website.

Full multi-user Team support is included with the integrated CRM solution.

See Price Calculator.

Beautiful looking websites for Charlie smith

Agent IDX Website Package

Real Estate Website with IDX and CRM

This complete Team website package includes a modern premium WordPress website theme powered with the UltimateIDX, plus modern, hosting and monitoring. Includes Search Engine Friendly and indexable IDX property pages. Our Hosted Agent UltimateIDX Package comes unlimited bandwidth. Our servers are maintained by UltimateIDX using AMAZON AWS cloud services and are monitored 24/7 with over 99.9% up-time.

Fully integrated Team CRM included.

See complete website specifications

See Price Calculator.

Get a Demo

Get a complete overview of the UltimateIDX IDX/CRM marketing system for Agents and Teams.