Features that allow you to effortlessly keep track of your leads and follow up so you can convert more leads into profitable deals!
Our drag 'n' drop pipeline allows you to visualize and customize your workflow. Know EXACTLY where every lead is at a glance. Our algorithm bubbles up which leads need attention.
Follow up campaigns that can follow up for you, in the background, with SMS, Email, Tasks. Convert more leads into deals with messages that aren't pushy or salesy.
Don't waste weeks trying to customize a system only to find out it's not right for you. Sign up and start using immediately. Your time is better spent doing deals!
Take leads from different sources and create an action plan (workflow) for each one. Then set up multiple drip campaigns suitable for each lead and situation.
Forget about clicking around all over the place to different ‘Apps’ to see all the relevant info for a lead.
Set follow up with sellers to happen in the background. Real estate investors can convert as many as 50%+ more of their leads into deals with consistent follow up.
Automate:
Quickly get back up to speed on what’s been said and when between you, your team, and the seller.
Automate and setup to ensure required tasks are completed on time. Easily setup manual follow up tasks so that your team knows who to call/text and when!
Tasks automatically created
Other task features
Ensure every team member knows exactly what they are responsible for and what takes priority.
The Up Next page
Team members can mention each other in notes to get feedback and keep all communication regarding a lead within that lead.
Our KPI’s dashboard shows you real-time data so that you can see trends week over week and month over month. This allows you to see where the inefficiencies are.
KPI stats:
Funnel stats:
Access to all of your leads, tasks, communications when you’re not at your computer.
We’d love to have you join us at Forefront along with the hundreds of real estate investors that trust us with their CRM.
You will learn: