Prospects CRM™

Client follow-up and marketing automations

Overview

Boost client connections with automated tools

Connections are your most valuable asset. Prospects CRM helps you organize your database to stay top-of-mind with high-impact, automated engagement tools and playbooks for every sales stage and follow-up type. It’s the only real estate agent CRM fully integrated with your contacts, calendars, and multiple listing services data to save you time and help accelerate your business.

Where to access :
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database

Ready to go database

Log in with your Matrix™ credentials, and you’ll find your Matrix and MLS-Touch® contacts — including sent listings, notes, and client favorites — already synchronized with your CRM account. You’re ready to go from the first time you log in.

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Follow up effectively

Imagine having a personalized follow-up system to nurture and respond to your contacts. Easy-to-use sales stages and keywords let you segment and target your contacts, so you deliver the right information to the right people at the right time.

share

Supercharged marketing

Thanks to real-time integrations with your Matrix listing database, you can access powerful engagement tools. In a few clicks, send valuable market reports and select listing announcements, automatically post your listings on Facebook, and more.

database

Ready to go database

Log in with your Matrix™ credentials, and you’ll find your Matrix and MLS-Touch® contacts — including sent listings, notes, and client favorites — already synchronized with your CRM account. You’re ready to go from the first time you log in.

list_alt_check

Follow up effectively

Imagine having a personalized follow-up system to nurture and respond to your contacts. Easy-to-use sales stages and keywords let you segment and target your contacts, so you deliver the right information to the right people at the right time.

share

Supercharged marketing

Thanks to real-time integrations with your Matrix listing database, you can access powerful engagement tools. In a few clicks, send valuable market reports and select listing announcements, automatically post your listings on Facebook, and more.

Features

Enhance client relationships with Prospects CRM

Share custom-tailored market insights

Send professional, custom-branded reports that establish you as the local market expert to keep all your prospects and past clients informed about the latest pricing and selling trends in their neighborhood’s real estate market.

Action Plans: a tool to keep you on track

Create your own plan or take advantage of ready-to-use options tailored for every sales stage and follow-up type. Plans include sample emails and texts as well as suggested activities to keep you engaged with your contacts.

Access effective email templates

Don’t waste time. Save hours by taking advantage of Prospects CRM’s library of professionally written email templates. Simply use them as-is or customize them for an even greater impact.

Give your business the exposure it deserves

Automatically post your listings, open houses, just solds, and neighborhood market reports to your Facebook business page, or share them effortlessly with clients using ready-to-use Virtual Cards—keeping your brand top of mind.

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FAQ

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