ProspectConverter is a true Team CRM solution that integrates the agent’s CRM with your management console for a fully transparent view into the agent’s activity. Staff have total access to the agent’s records to assist with marketing and closing activities while you monitor the team’s potential closings.
You know where each opportunity is in the Sales Pipeline and whether they are in danger of abandonment. Reports can be generated on one agent or for the entire team to analyze performance and marketing ROI.
To maximize the return on your lead generation investment your agents must receive leads while they are fresh and follow up immediately. Each Team CRM includes Prospect Connection lead routing that automatically collects leads from over 150 sources and routes round robin or simultaneous pool offers to agents to maximize conversion.
At any time step up to ProspectConverter Lead Routing to add automated instant routing, sophisticated filters, and automated follow up reminders and marketing.
“What is monitored gets done” has never been more true as it is in real estate, where it is so easy to be distracted by a hot lead to the detriment of even more valuable longer term opportunities.
Monitor where each opportunity is in the sales pipeline with a transparent view of every contact your team is working. View reports of leads never updated and in danger of premature abandonment to ramp up conversions.
Create content for task and activity plan templates, emails, and drip campaigns that is accessible by every team member to use to nurture their prospects.
Add custom fields and populate field pick lists to customize the program to work the way you work. You can even lock down fields to that data values are consistent throughout the team.
ProspectConverter makes it easy for your staff to provide professional services to team members so they can be more productive.
Access every agent’s contact, listing and transaction to provide prospecting, marketing, closing and post-sale assistance with a single login. Jump from one agent’s account to another with just a mouse click. Initiate drip campaigns, add notes, schedule and complete tasks, and collaborate with service providers so that agents can spend more time working high-value actions -- generating new business, assisting clients, and closing deals.
Performance reports allow you to discover how to run your team more profitably. ProspectConverter is loaded with reports to analyze agent performance and how many leads each was offered, accepted, and missed. Where each prospect sits in the sales pipeline.
Team-centric reports highlight client and lead trends while those on where your leads originate vs. those that close expose where your lead gen dollars are most efficiently spent.