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.

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

Effortlessly nurture client connections while delivering powerful market insights tailored to their needs with many unique features of Prospects CRM. With Prospects CRM’s Action Plans, you can provide a professional, and personalized level of service. Its library has email templates that facilitate crafting quality content for your prospects and clients.

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 “sold,” 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.

What our customers are saying
"We love Prospects CRM. Being one of the top teams in Canada, we deal with a lot of clients, and we’re passionate about delivering a consistent, professional, and personalized experience. Prospects CRM makes it easy for our team to work together and share important lead and client information. The action plans keep us organized and on track with tasks and communications. It’s truly a cornerstone of our team and client operations."
Georges Bardagi
RE/MAX du Cartier
What our customers are saying
"Prospects is an awesome CRM. I love the integration with the mobile app and having all my customer information at my fingertips. Having complete access to our Board’s database from within Prospects CRM is a huge timesaver when I’m sending listings, and the Market Report feature is pure gold."
Martin Dumont
Group Sutton Synergy
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Pricing

Ready to get started with RP Data?

View our plans and pricing below

Pricing

Ready to get started with
RP Data?

View our plans and pricing below

FAQ

Prospects CRM is available as a member benefit or by agent-direct subscription in participating markets. Simply head over to the login page and enter your existing MLS credentials. If your Board provides Prospects CRM as a member benefit, all you need to do is login and your account is ready for you. If you would like to sign up for Prospects CRM, login and choose your preferred subscription plan.

How do I get my contacts into Prospects CRM?

From the first time you login to Prospects CRM, you’ll find your Matrix and MLS-Touch contacts already synchronized with your CRM account and ready to go. You can also easily export contacts from other sources including your mobile device, spreadsheets and even from another CRM. To learn more, read our Getting Started article.

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