The Lead Portal (located on the left side of your Property Dashboard) automatically stores a detailed profile including Contact Info, Activity, and Location of all buyers who have shown interest in your properties. No need to copy and past into an Excel spreadsheet or Outlook, the Lead Portal alleviates the need for time consuming data entry.
The lead drawer also contains CRM tools such as:
- Contact Details: View contact details or download vCards
- Buyer Evaluation: Ability to evaluate and rank each prospective buyer based on your interactions
- Activity Feed: Insights to all of the lead's interactions as related to you and your team's properties
- Team Notes: Collaborate with your team by posting and sharing notes on perspective buyers
CREXi fills your lead portal with digital business cards that contain contact information and important information such as their level of interest and a link to view their activity. You can also download their vCard or message the buyer by clicking the folder icon.
Click on a digital business card to reveal a detailed profile of the user that includes industry role, location and CRM buyer evaluation tools. You can also collaborate with team members by entering notes in the Notes tab.
Note: Each lead profile is private and personal to you and your team. Any note, rank, message, etc. you enter about the buyer is not shared with outside brokers.
Easily filter through your digital rolodex by properties, buyers or activities performed.
You can also contact all or a group of your buyers by clicking Contact Leads. This allows you to easily contact a group of buyers and even attach documents just like an email.
If you have any questions please let us know how we can help.