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What is Evolved Metrics CRM?

The available options in the market were not just costly but also complicated in ways that did not meet the actual requirements of the organization. Moreover, the typical implementation of a CRM system often necessitated the involvement of an external consultant, complicating the user experience further. Key features should include the ability to emphasize important messages from both prospective and current clients, along with a powerful search capability for quick access to past communications. Integrating a calendar is essential for offering a full view of upcoming meetings and sales activities. It’s crucial to have access to the most pertinent data and insights required for executing tasks effectively. Reporting should clarify rather than confuse, as our goal is to present sales metrics in a way that is not only transparent but also promotes actionable strategies and inspires innovative thinking. With a simple overview, users can easily track their latest interactions with clients and arrange follow-ups to sustain strong connections. Additionally, when a new staff member is assigned to manage an account, transferring all historical communications and activities can be executed seamlessly, ensuring continuity and client satisfaction. It is imperative that communication tools are user-friendly and clear to support a thriving work environment, as this ultimately enhances overall productivity. By prioritizing these aspects, organizations can cultivate a culture of effective communication and collaboration.

What is Cecilian Residential OS?

Cecilian Partners offers Residential OS, a robust suite of integrated proptech solutions aimed at digitizing and streamlining every aspect of residential real estate development and home buying, which significantly centralizes data, automates routine tasks, and improves visibility, coordination, and the overall user experience; this collection includes tools like Lot Vault for effective land banking and lot management, Xplorer that provides immersive 3D community maps to convert casual visitors into potential buyers, The XO which acts as a central hub unifying data and workflows for developers and builders, Brightdoor CRM that focuses on engaging prospective homebuyers through tailored customer relationship management and digital registration, along with Customer Blueprint designed to enhance resident engagement and community management, all engineered to reduce friction across land, lots, homes, and residents while enabling users to merge operational and sales data, elevate buyer interactions, and hasten the progression from approvals to sales and community activation, thereby transforming the landscape of real estate transactions. By utilizing these cutting-edge tools, stakeholders can anticipate a significantly more efficient and streamlined experience throughout the real estate lifecycle, ultimately setting a new standard for how these processes are approached.

Media

Media

Integrations Supported

BrightDoor
The XO

Integrations Supported

BrightDoor
The XO

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Evolved Metrics

Date Founded

2015

Company Location

Canada

Company Website

evolvedmetrics.com/crm/

Company Facts

Organization Name

Cecilian Partners

Date Founded

2019

Company Location

United States

Company Website

www.cecilianpartners.com

Categories and Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Home Builder

Accounting Management
Bid Management
CRM
Contract Management
Job Costing
Job Scheduling
Permit Management
Quotes / Estimates
Subcontractor Management
Supplier Management
Warranty / Service Management

Categories and Features

Home Builder

Accounting Management
Bid Management
CRM
Contract Management
Job Costing
Job Scheduling
Permit Management
Quotes / Estimates
Subcontractor Management
Supplier Management
Warranty / Service Management

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Property Management

Billing & Invoicing
Commercial Properties
Contact Management
Credit Check
Expense Management
Insurance Management
Landlord Database
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking
Website Management

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