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About

Forefront CRM is a comprehensive solution designed to streamline lead management for real estate investors. It offers a visual pipeline with drag-and-drop functionality, allowing users to customize workflows and see the status of every lead at a glance. The system automates follow-up campaigns through SMS, email, and tasks, ensuring consistent communication with leads. All lead information, including notes, communication history, and property details, is centralized for easy access. Forefront CRM integrates with tools like smrtPhone and CallRail to track calls, messages, and voicemails, providing a complete communication history for each lead. The platform also features real-time Key Performance Indicators (KPIs) and reporting, offering insights into marketing campaign performance and team efficiency. Additional functionalities include task management with automated assignments and notifications, an iOS app for mobile access, and customizable fields to capture essential lead data.

About

smrtPhone is an Agentic Conversation Platform for sales teams that run on a CRM. Your team and trained AI agents share the same calls, texts and follow-up, and every conversation is logged automatically to the right CRM record, so nobody re-types anything. smrtDialer, the built-in power dialer, calls 1 to 4 lines at once and connects the rep to whoever answers first. smrtAgents are trained AI workers that answer inbound calls, qualify leads and follow up on a set timeline, then hand off to a person with the full context. Also included: SMS/MMS with automation, video calling, call recording, AI call summaries and sentiment analysis, IVR and call flows, local presence, number porting, voicemail transcription and a full mobile app. Connects directly to Podio, Salesforce (including Left Main REI), InvestorFuse, Tape, GoHighLevel, Invelo, Realeflow, Carrot and DataSift. Built for TCPA, CCPA, CPNI and STIR/SHAKEN compliance. In service since 2017.

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 investment firms in need of a tool to enhance their lead management processes and improve deal conversion rates

Audience

Sales teams whose pipeline depends on follow-up, especially real estate investors and wholesalers, property management companies, solar installers, home services contractors and professional services firms. Best fit for teams running high-volume outbound calling out of a CRM such as Podio, Salesforce, GoHighLevel or InvestorFuse.

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

No images available

Pricing

$99 per month
Free Version
Free Trial

Pricing

$24/month/user
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

Forefront CRM
United States
forefrontcrm.com

Company Information

smrtPhone
Founded: 2007
United States
www.smrtphone.io

Alternatives

Alternatives

SMRT Systems POS

SMRT Systems POS

SMRT Systems
Goliath

Goliath

Goliath Data

Categories

Categories

Integrations

CallRail
CallTools

Integrations

CallRail
CallTools
Claim Forefront CRM and update features and information
Claim Forefront CRM and update features and information
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