Related Products
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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.
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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
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Real estate professionals and teams looking for a complete Lead Management solution
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Audience
Dynamics 365 users
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$49 per user per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFollow Up Boss
Founded: 2011
United States
www.followupboss.com
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Company InformationInogic Tech
Founded: 2006
India
www.inogic.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
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Integrations
Bearworks
Click2Mail
Curb Hero
Dubb
Flow XO
Gmail
Happy Grasshopper
Leverly
Levitate
Linq
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Integrations
Bearworks
Click2Mail
Curb Hero
Dubb
Flow XO
Gmail
Happy Grasshopper
Leverly
Levitate
Linq
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