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Agent rDesk CRM
Real Estate Digital’s Agent rDesk CRM is a tool built to help REALTORS® foster stronger relationships with clients and prospects. Agent rDesk CRM brings real estate professionals a library of marketing materials and action plans. The product integrates with rDesk Website™, rDesk IDX™ and rDesk CMA and Buyer’s Tour. The contact manager provides information on customers and leads, such as their addresses, phone numbers and your contact history. Agent rDesk CRM includes a personal calendar and event scheduler so that users can keep track of their events and learn about upcoming MLS and Association events. Agent rDesk CRM includes easy to set up email accounts as well as access to neighborhood and school reports, including the demographic, environmental and statistical data on neighborhoods, based on input search criteria. This information is available in print (PDF) and electronic formats. Agent rDesk CRM provides an online file storage solution for documents like online brochures, flyers, forms easily accessed online. Users are given the opportunity to share contents of Web Documents folder with customers, other users integrated with rDesk. The rDesk Neighborhood Finder feature matches neighborhoods to user preferences. This provides neighborhood rankings, demographics, economic, and housing statistics, school information, climate and more. Other features include the following: mortgage calculator, real estate glossary, favorites link, news, weather, motivational thoughts of the day, personal profile and the ability to create listing flyers.
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Envoy CRM
Diverse Solutions has created a dual online software solution for agents and brokers to provide them a way to conduct drip marketing campaigns, contact management and lead management solutions. AgentReach makes it easier to build pre-made or custom emails and deliver them to contacts. It also allows users to create Custom Forms and add these to any website, funneling the leads directly into the AgentReach Contact Manager. Diverse Solutions’ Lead Management product, which can operate alongside or independent of AgentReach, brings more organizational abilities to real estate professionals. Other AgentReach features include the following: • Create Pipelines to automatically distribute leads to your agents, • Build Custom Forms • Manage incoming contacts by assigning them into groups and tags, • Quickly send out individual e-cards using any of the 1000+ email templates and using either custom or pre-written content, • Schedule email campaigns to be sent out on assigned days of the year, month, or week, • Build and send property flyers announcing open houses, new listings, closed listings, and everything in between, • Keep track of email addresses for leads whose email addresses are no longer valid, automatically preventing you from sending emails to people whose email addresses no longer work. Lead Management allows real estate agents and brokers to supervise the status of contacts by tracking email and other correspondence, allowing note-taking, and permitting the transferring of leads between agents in a multi-agent office. Lead Management also provides the ability to create pipelines that can distribute leads to individual agents. Lead Management allows agents to set up cell phone alerts when a new lead comes in, allowing them to immediately touch base with new
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ACT! Essential Tools 2.01

Sonoma Enterprises' ACT! Essential Tools 2.01 is a software toolkit for agents who currently use ACT! contact and consumer management software.

To make the ACT software more accessible, the ACT! Essential Toolbox provides you with the ability to define templates consisting of ACT Activities (Letters, Calls, Meetings and ToDo's). These templates can be applied to one contact/group or many contacts/groups with a few simple clicks of the mouse.

The ACT! Essential Toolbox also gives agents the ability to schedule and merge Word and Publisher documents for one contact/group or many contacts/groups, today or at a future date.

With the ACT! Essential Toolbox users can define the activities for a particular function once and use it over and over again. They can stay in touch with their clients on a regular basis. They simply schedule letters to print for one contact/group or many contacts/groups today or any day in the future.

One tools allows you to define templates for those reoccurring sets of activities. Templates can consist of any number of Calls, Meetings, ToDo's and Letters. The activities are scheduled relative to the start of the template; that way you always allocate the correct amount of time to accomplish each task.

Another tool is the Letter Manager which gives users regular and frequent communication to their clients.

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kvCORE Platform by Inside Real Estate

There has been a serious gap in the real estate website, lead and CRM solutions. None provide the breadth of functionality you, your agents and teams need; and not within a modern, scalable platform. At least, there had been, until now…
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Buffini & Company Referral Maker® CRM

Revamped, Redesigned and Refined: Buffini & Company Referral Maker® CRM   Why choose Referral Maker CRM? Buffini & Company’s award-winning contact manager makes running a profitable business easy! Smart. Set your financial & personal goals, and personalized action steps are created for you. Simple. Always know who to contact, when to contact them, and what to say. Focused. Generate a steady stream of referrals from people you want to work with. Powerful. A robust real estate customer relationship manager for generating high-quality leads.   Start your FREE trial now!
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