Prospects CRM®
Client follow-up and marketing automation
Boost client connections with automated tools
Connections are your most valuable asset. Prospects CRM helps you organize your database to stay top-of-mind with high-impact, automated engagement tools and playbooks for every sales stage and follow-up type.
It’s the only real estate agent CRM fully integrated with your contacts, calendars, and multiple listing services data to save you time and help accelerate your business.
Enhance client relationships with Prospects CRM
Share custom-tailored market insights
Send professional, custom-branded reports that establish you as the local market expert to keep all your prospects and past clients informed about the latest pricing and selling trends in their neighborhood’s real estate market.
Action Plans: a tool to keep you on track
Create your own plan or take advantage of ready-to-use options tailored for every sales stage and follow-up type. Plans include sample emails and texts as well as suggested activities to keep you engaged with your contacts.
Access effective email templates
Don’t waste time. Save hours by taking advantage of Prospects CRM’s library of professionally written email templates. Simply use them as-is or customize them for an even greater impact.
Give your business the exposure it deserves
Automatically post your listings, open houses, just solds, and neighborhood market reports to your Facebook business page, or share them effortlessly with clients using ready-to-use Virtual Cards—keeping your brand top of mind.
Share custom-tailored market insights
Send professional, custom-branded reports that establish you as the local market expert to keep all your prospects and past clients informed about the latest pricing and selling trends in their neighborhood’s real estate market.
Action Plans: a tool to keep you on track
Create your own plan or take advantage of ready-to-use options tailored for every sales stage and follow-up type. Plans include sample emails and texts as well as suggested activities to keep you engaged with your contacts.
Access effective email templates
Don’t waste time. Save hours by taking advantage of Prospects CRM’s library of professionally written email templates. Simply use them as-is or customize them for an even greater impact.
Give your business the exposure it deserves
Automatically post your listings, open houses, just solds, and neighborhood market reports to your Facebook business page, or share them effortlessly with clients using ready-to-use Virtual Cards—keeping your brand top of mind.
FAQ
How do I access Prospects CRM?
How do I get my contacts into Prospects CRM?
Related Insights (0)
How can we help you?
Let's get this conversation started! Our team is here to provide you with more information and answer any questions you may have.
Trying to reach us by phone?
Get in touch with our sales team at (866) 774-3282. We're here Monday to Friday from 7 a.m. to 5 p.m. CT.
Looking for support?
Visit our dedicated support page to find support for all our products.
How can we help you?
Let's get this conversation started! Our team is here to provide you with more information and answer any questions you may have.
Trying to reach us by phone?
Get in touch with our sales team at (866) 774-3282. We're here Monday to Friday from 7 a.m. to 5 p.m. CT.
Looking for support?
Visit the Cotality Credco resource center, your dedicated hub for product documentation, training, and support.
