Crest Mortgage CRM

リードの管理は、ボタンをタップするだけで簡単になりました。

Managing leads is now as simple as the tap of a button. Gather leads from Zillow, Trulia, phone calls, and more into one convenient application. Created by real estate professionals for real estate professionals; this app helps connect users to leads and turn those leads into clients. Simply register for an account to get started. Sync all your contacts and preferences for easy lead management on the go!

Features:

- View new leads the instant they enter your system

- Add new contacts or edit existing contacts

- Add agents or lenders to a contact for collaboration on a lead

- Update your team on your leads through notes and status tags

- View updates from collaborators through the newsfeed

- Send and view documents

- Create events to add to your calendar

- Check off or add tasks to your task panel

- View all calls made in and out of your tracking numbers

- Listen to recordings of incoming calls to catch all details pertaining to a lead