More details: I am looking for a custom CRM tool/app/software that will enable me to manage information from client acquisition to job fulfillment.
A description of what I am looking for
1. log into a portal by requesting entry and receiving text with a login code.
2. once in the portal being able to select between different entry points.
3. once in the area your working in, being able to create new customer. enter all the necessary data including contact information and schedule customer
4. with a link to zillow ( a Real Estate site) that will populate the pertinent information about the house into the proper fields
5. Once customer is scheduled, be able to upload photos and documents pertinent to that customer
5. Generate a contract from the information entered, have that contract sent to the customers email and be able to he hellosign the document.
Answer: The majority of your requirements for a CRM can be met by the top CRM software platforms but I’d recommend that you check this Zillow integration page to see the platforms that can pull in Zillow data. Linking to a document automation platform, like PandaDoc, through your CRM will enable a contract to be created automatically when your deal gets to a certain stage and have this document get signed.
Build It In this stage we develop the core of your online platform: A professional website for your real estate agency business A professional profile on relevant social networks Core outlets for spreading engaging content Optional customised CRM to suit your business Optional email help desk to boost customer satisfaction Boost It In this stage …
Getting quality reviews is notoriously hard. Getting a large quantity of great reviews is even harder. Most review websites showcase the extremes – the customer who had the outstanding experience and the once-off, disgruntled customer who will never come back to your business again. We started thinking about this problem by asking the following questions: …
If you’re looking to build a classifieds website like Kijiji (Canada) or a marketplace like Gumtree (Australia), you could potentially use Sharetribe to build it but you will come up against some limitations in managing listings. Sharetribe is built more for, what I’ll call, persistent or permanent listings. These are marketplace listings where you list your …
CRM to manage client acquisition and fulfilment
More details: I am looking for a custom CRM tool/app/software that will enable me to manage information from client acquisition to job fulfillment.
A description of what I am looking for
1. log into a portal by requesting entry and receiving text with a login code.
2. once in the portal being able to select between different entry points.
3. once in the area your working in, being able to create new customer. enter all the necessary data including contact information and schedule customer
4. with a link to zillow ( a Real Estate site) that will populate the pertinent information about the house into the proper fields
5. Once customer is scheduled, be able to upload photos and documents pertinent to that customer
5. Generate a contract from the information entered, have that contract sent to the customers email and be able to he hellosign the document.
Answer: The majority of your requirements for a CRM can be met by the top CRM software platforms but I’d recommend that you check this Zillow integration page to see the platforms that can pull in Zillow data. Linking to a document automation platform, like PandaDoc, through your CRM will enable a contract to be created automatically when your deal gets to a certain stage and have this document get signed.
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Services for Real Estate Agents
Build It In this stage we develop the core of your online platform: A professional website for your real estate agency business A professional profile on relevant social networks Core outlets for spreading engaging content Optional customised CRM to suit your business Optional email help desk to boost customer satisfaction Boost It In this stage …
Are you looking for better online reviews for your business?
Getting quality reviews is notoriously hard. Getting a large quantity of great reviews is even harder. Most review websites showcase the extremes – the customer who had the outstanding experience and the once-off, disgruntled customer who will never come back to your business again. We started thinking about this problem by asking the following questions: …
Can Sharetribe be used to build something similar to Kijiji or as a platform for matchmaking? How can I monetise such a market?
If you’re looking to build a classifieds website like Kijiji (Canada) or a marketplace like Gumtree (Australia), you could potentially use Sharetribe to build it but you will come up against some limitations in managing listings. Sharetribe is built more for, what I’ll call, persistent or permanent listings. These are marketplace listings where you list your …