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About

Never lose another real estate lead. Automatically import and distribute leads. From 200+ sources. Turn leads into clients with always-on follow up that tells agents who to call, when. Instantly assign leads to agents, respond to new leads and send notifications and reminders to agents. New leads and inbound calls from listings or your website flow in and are automatically put into Action Plans. Emails and texts automatically go out, making speed to lead instant. Log in and click the "tasks" button. See the tasks for the day, and start checking them off, one by one (No guessing required). Then respond to all your emails, missed calls, texts and voicemails in one central spot. Review lists of active clients, pending clients and top clients. Pinpoint the ones that need contact. Text them. Go to lunch. Between appointments and showings, respond to push notifications, send texts, make contact notes and redistribute leads to others.

About

Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to respective Dynamics 365 CRM users. It helps managers to allocate and distribute incoming leads & customer queries in an organized way ensuring fair distribution of workload within each team. Automated distribution & assignment improve efficiency resulting in higher sales and profit. Entity Support: Supports OOB as well as Custom Entities Round Robin: Distribute Leads evenly among the team in a sequential pattern using Round Robin Algorithm Capacity: Assign Leads depending upon the individual capacity of each user Rules: Create multiple assignment rules for different selection criteria of the Leads Existing Records: On demand assignment of existing Leads to users depending upon the assignment rules Order: Set order for executing assignment rules to allot & distribute Leads as per your requirement Period: Set period to assign work items based on period

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Real estate professionals and teams looking for a complete Lead Management solution

Audience

Dynamics 365 users

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per user per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Follow Up Boss
Founded: 2011
United States
www.followupboss.com

Company Information

Inogic Tech
Founded: 2006
India
www.inogic.com

Alternatives

Alternatives

Q-assign

Q-assign

Ortoo
TotalBrokerage

TotalBrokerage

Brokerage Management Solutions
iMaxCRM

iMaxCRM

Cendance Systems

Categories

Categories

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Real Estate Agency Features

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Integrations

Bearworks
Click2Mail
Curb Hero
Dubb
Flow XO
Gmail
Happy Grasshopper
Leverly
Levitate
Linq
Mailchimp
Mojo Dialer
ProspectBoss
SendGrid
Slybroadcast
TRIBUS
Wufoo
Zapier
kustomeroo
zBuyer

Integrations

Bearworks
Click2Mail
Curb Hero
Dubb
Flow XO
Gmail
Happy Grasshopper
Leverly
Levitate
Linq
Mailchimp
Mojo Dialer
ProspectBoss
SendGrid
Slybroadcast
TRIBUS
Wufoo
Zapier
kustomeroo
zBuyer
Claim Follow Up Boss and update features and information
Claim Follow Up Boss and update features and information
Claim Inogic Lead Assignment and Distribution Automation and update features and information
Claim Inogic Lead Assignment and Distribution Automation and update features and information