CRM
Client Relations

Manage leads, opportunities, and contacts

A 360 view of the relationship with your clients. Our CRM system makes it simple to organize and distribute your leads, opportunities, and contracts. Assign agents to service, and maximize contact with potential clients.

Track tasks and Communications

Capture key client’s contact information and manage all communications in an organized manner. Assign tasks for other users and keep track of when they are completed. Each client’s profile will detail their relationship with your organization. From their servicing agent to the date they became a client, all under a single profile.

Workflow Automation

Customize your own specific sales funnel, tailored to your brokerages operations.

Instantly get notified when there is a status change with a client’s application.

Set automated reminders for follow up service calls or just to wish your client’s a happy birthday!