Monthly Subscription | $15.00 30 day Free Trial | $28.95 30 day FREE trial | $34 per user | $44 per user (4 user min)Call for lower per user pricing for teams over 6 members |
Agent Assistants and Staff logins | N/A | $4.95 ea / mo. | Counted as a "user" | Counted as a "user" |
Set Up Charge | None | None | None | $595 |
No long-term contracts | | | | |
Ajax technology speeds up performance and eliminates waiting for screens to refresh | | | | |
Free program upgrades, data backup and security | | | | |
Fast, clear navigation with one-click access to recent contacts, current listings, closing transactions, and tasks | | | | |
Dashboard view of sales pipeline, "To-Do" List, industry news, price trends, and mortgage rates | | | | |
Import and export contact record data | | | | |
Manage leads, clients, and business partners | 200 Contacts | | | |
Manage unlimited listings and transactions associated to contact records | | | | |
Define Contact record's task due dates by event triggers (birthdays, anniversaries) | | | | |
Define Listing and Transaction/Closing record's task due dates by event triggers (listing date, expiration date, contract date, close date, etc.) | | | | |
User defined Contact Groups/Tags | | | | |
User defined fields and pick lists | | | | |
User defined Activity Plan templates | | | | |
Record contact history and schedule the Next Action to be performed | | | | |
Track multiple owners, buyers, and sellers | | | | |
Automatically link incoming and outgoing emails to contact records | | | | |
Send outgoing drip emails through your existing ISP email account | 100 per day | Unlimited | Unlimited | Unlimited |
Compose mailing pieces in text or HTML format with mail merge fields and email signature | | | | |
Customizable email letterhead stationary | | | | |
Create drip email and letter campaigns | | | | |
Can-Spam compliant, one-click opt out unsubscribe | | | | |
Schedule drip emails for an individual or for bulk mailings | | | | |
Send unlimited email "blasts" | | | | |
Assign unlimited drip email campaigns to contacts and mailing lists | | | | |
Order 4-color customized postcards, open house property sheets, and flyers (optional mailing service) | | | | |
Receive reminders of upcoming tasks, appointments and calls by email and text message | Email only | | | |
Define custom report formats | | | | |
Automatically update Mailing Lists when a contact's characteristics change or a new contact is added to your database | | | | |
Automatically import leads from Realtor.com, Trulia, Zillow | | | | |
Automatically import leads from over 30 other popular lead and IDX providers | | | | |
Track "Properties of Interest" referenced in lead inquiries | | Manual entry | Automatic import | Automatic import |
Track the properties and your client's remarks for homes shown to your prospects | | | | |
Track Offers presented by buyers or received on your listings | | | | |
Request Feedback from showing agents through a web portal page | | | | |
Track all parties participating in a closing | | | | |
Design forms for your website that automatically populate leads into your contact database | | | | |
Receive email and text message alerts of new leads | | | | |
Synchronize contacts, tasks and events to Outlook | | | | |
Synchronize contacts to your Smartphone | | | | |
Mobile Internet access to your CRM with your cell phone's browser | | | | |
Add tasks and appointments to your calendar while on the road by simply sending your RealFutureCRM account an email | | | | |
Track mailing results - sent, received, opened | | | | |
Upload documents and files to contact, listing and closing records | | 100MB | 100MB per user | 100MB per user |
Track referrals from your contacts, and relationships between contact records | | | | |
Track incoming and outgoing relocation referrals | | | | |
Assistant and staff access to agent's database | | | | |
Assign tasks to team members | | | | |
Role-driven access rights | | | | |
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TEAM LEAD ASSIGNMENT |
Automatically import leads from over 50 sources into the Lead Center for distribution to team members | | | | |
Manual lead assignment and reassignment to agents | | | | |
Lead offers and acceptance responses sent by email and SMS Text | | | | |
Option to assign leads immediately or incubate in-house until hot | | | | |
Easily reassign leads, with the contact's entire history, to another agent | | | | |
Identify subsequent leads from the same prospect and the agent who already has the prospect in his/her database | | | | |
Identify subsequent leads from the same prospect and automatically assign them to the agent who already has the prospect in his/her database | | | | |
Automatically filter incoming leads for submission to the best matching agents according to user configured criteria | | | | |
Automatically and instantly offer incoming leads by round robin or random rotation, or to multiple agents at once | | | | |
Apply different lead assignment processes during office hours, after hours and on holidays | | | | |
Automatically initiate marketing follow up tasks and email drip campaigns based on the prospect's characteristics | | | | |
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TEAM LEAD INCUBATION |
Integrated full featured RealFutureCRM for agent and in-house lead incubation | | | | |
Team agents can access only their own database | | | | |
Universal access of all team records by Managers and Staff | | | | |
Team Staff can create and update all records on behalf of any agent | | | | |
Managers can drill down into the actual record maintained by the sales associate | | | | |
Track each lead's position in the sales pipeline | | | | |
User defined Global Activity Tasks, Activity Plans, and Mailing Pieces are available for all agents to use | | | | |
Hold sales associates accountable for immediate and long-term follow up | | | | |
Reports and analytics reveal marketing program profitability, ROI, lead conversion rates and agent performance | | | | |
Alerts and reports to identify when an agent marks a lead as Dead or Inactive | | | | |
Alerts and reports to identify when too much time elapses between updates | | | | |
Require regular lead status updates from the agent | | | | |
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Support |
User Manual, Online Videos, FAQ's, Email | | | | |
Online Group Tutorials | | | | |
Lead configuration orientation, 800# Toll-Free phone support | | | | |