Managing Individual Clients

Smith applications track viewers from their site visits -- triggered by such things as specific property inquiries, setting up Wish Lists, requesting newsletters, or general inquiries -- into your contact manager.  This manager allows you to store all types of contact and relationship information.

Status:  System allows you to attach a sales status to each contact, then change this status as they move through or fall off the sales process.  You can create your own status groups, as needed.

Attach Agent:  System allows you to attach a specific agent to a specific contact, then automatically notifies agent with contact information and Excel spreadsheet link that is automatically updated as contact information is updated. 

Property Capture:  System captures property ID on all inquiries made by contact.

Wish List Capture:  System compiles all properties added to contact Wish List.

Single Email System:  This allows you to click and add MLS and featured listings automatically to your email.  These emails are fully branded.

Task Scheduler:  System enables you to attach tasks, or schedule meetings with contact. 

Excel Spreadsheets:  System has a variety of real-time spreadsheets that can be compiled on individual contacts, status groups, or email groups.