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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Prospects, a real estate CRM and CMA, simplifies the storage and management of client data. You can effortlessly create client lists and categorize your contacts using specific keywords. All your contacts are seamlessly synchronized with Matrix and mobileName, ensuring everything stays updated. The user-friendly dashboard prioritizes your tasks, functioning as a virtual assistant that alerts you to significant deadlines, follow-ups, and upcoming meetings or closings. This tool is specifically designed to save you a considerable amount of time. Additionally, activities are automatically linked to your listings and contacts, enhancing efficiency. For those working in teams, having access to your colleagues' schedules proves invaluable. You can confirm showings and share feedback with other agents and clients without leaving the platform! Moreover, activities are automatically added to your calendar, integrating perfectly with CSS and ShowingTime. Keep your clients engaged by sending them essential information about the market and updates that impact their properties, helping you to stay a step ahead of the competition. This innovative system not only streamlines your workflow but also enhances client relationships, fostering trust and loyalty.

Description

REfindly's CRM automates all aspects of a sale, starting with the client's initial search and ending with the closing of the deal. After a prospect is registered, you can easily set up a follow-up program. REfindly will take care of the rest. You can schedule appointments, set reminders and track correspondence emails as well as phone calls. With the point-and click system, you can add viewings and prospect notes and send targeted listing alerts. REfindly's customer relations management solution streamlines your day. It keeps you informed and organized so that you can concentrate on growing and strengthening your business. REfindly also offers IDX sites for real estate agents or brokerages.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Apple Mail
Gmail
Mailchimp
ProspectBoss
TestimonialTree

Integrations

Apple Mail
Gmail
Mailchimp
ProspectBoss
TestimonialTree

Pricing Details

$29.92/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Prospects Software

Founded

1999

Country

Canada

Website

www.prospects.com

Vendor Details

Company Name

REfindly

Founded

2013

Country

United States

Website

refindly.com

Product Features

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CMA

Contact Management
Lead Capture
Market Charts
Presentation Tools
Price Forecasting
Proposal Generation
Templates

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Product Features

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

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Assomo Technologies Private Limited