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About

Keep track of each and every one of your contacts. From servicing leads to maintaining long-term clients, each profile includes details, notes, communication fields, and checklist capabilities for drip marketing or personalized communication. With each transaction, there is a specific timeline to complete. Here, you can keep track of the entire process from selling details to final closing to everything in between. Set up exactly what you want to use and how you want to use it. Information is not available for all users. It can be applied to different admin and team lead access levels for limited viewing. Set up workflows and reminders for each of your contacts. These emails and touch points can be as personal or as automated as you wish. Pull lists for all of your reporting needs. Generate brokerage sales reports and title/lender reports at the click of a button.

About

Building better business begins by building better people. PlanPlus Online Business Edition is the only software product that combines a proven personal productivity engine used by over 15 million people with powerful Customer Relationship Management system. With collaboration, sales, marketing, and project management features, PlanPlus Online’s Business CRM solution enables productivity and ensures accountability within your organization.

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 agencies looking for an CRM platform

Audience

Companies of all sizes

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

$39.99 per month
Free Version
Free Trial

Pricing

$12 per user per month
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:

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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

Lead2Deed
Founded: 2016
United States
www.lead2deed.com

Company Information

PlanPlus Online
Founded: 2006
www.planplusonline.com

Alternatives

TotalBrokerage

TotalBrokerage

Brokerage Management Solutions

Alternatives

IXACT Contact

IXACT Contact

Elm Street Technology
Top Producer CRM

Top Producer CRM

Top Producer Systems
SpinOffice CRM

SpinOffice CRM

Mulberry Garden

Categories

Categories

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

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

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Integrations

No info available.

Integrations

No info available.
Claim Lead2Deed and update features and information
Claim Lead2Deed and update features and information
Claim PlanPlus Online and update features and information
Claim PlanPlus Online and update features and information