The video below will showcase how Crexi Pro members are able to locate all their contacts and easily communicate with them within Crexi. Mass communicate messages & files as needed to stay in touch with your contacts as needed!
Within a specific property the Leads 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.
Our personalized 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 buyer
To access this tool, simply select a contacts name anywhere on Crexii: