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What is Pipeline Pro?

Enter your appraisal requests into Pipeline in less than thirty seconds, and watch them appear on a map alongside your other appraisals in real-time. The Order Box offers detailed information for each appraisal, such as the property address, client details, deadlines, scheduled times, categories of assignments, and access instructions. You also have the ability to take and maintain extensive notes about the property itself, with the option to customize this box according to your workflow needs. Within the Scheduling section of Pipeline, you can find all pending appraisals ready for inspection, accompanied by organized and archived contact numbers and access instructions. You can choose to view appraisals in an easy-to-read grid format or a calendar view, allowing for a more flexible way to organize your tasks. The Appraisal Map, Grid, and Calendar can be utilized together or separately, giving you a comprehensive overview of your business activities at a glance. Once a property has been inspected, any appraisals that need typing will appear in this section, allowing you to track due dates and any essential notes required for completing the appraisal, including details about typists and communications with agents. This efficient system not only boosts your productivity but also ensures your workflow remains orderly, paving the way for smoother operations in your appraisal processes. Furthermore, by having everything integrated into one platform, you can save time and reduce the risk of oversight in your tasks.

What is LockedOn?

A customer relationship management (CRM) system tailored for real estate sales agents. This software, which is optimized for mobile use and designed with the user in mind, offers automated solutions that help you secure more property listings. It is suitable for everyone, from solo agents to large franchises, making it the perfect fit for agents, managers, CEOs, and anyone involved in real estate. With features that assist you throughout the entire real estate process—from appraisal to closing—this platform comes equipped with essential tools. Its intuitive interface and easy-to-follow workflows keep your agents engaged, enabling them to achieve more in less time. You can manage client relationships effectively by monitoring all aspects, including activities, buying preferences, notes, and tags, which helps you maintain ongoing communication. The platform allows for seamless management of the property lifecycle, overseeing every aspect from initial interest to closing, including property details, marketing strategies, portal submissions, documentation, and various related activities. With robust marketing automation features, you can simplify daily tasks and run targeted marketing campaigns using pre-made templates or your own customized designs. The Engine Room feature also enables you to generate detailed agency reports and tailor the software to meet your specific operational needs, boosting overall productivity. Ultimately, this CRM transcends being just a tool; it serves as an essential partner in the growth and success of your real estate enterprise. Furthermore, its adaptability ensures that as your business evolves, the CRM can evolve alongside it, making it an invaluable asset for long-term success.

Media

Media

Integrations Supported

ActivePipe
Stackreaction

Integrations Supported

ActivePipe
Stackreaction

API Availability

Has API

API Availability

Has API

Pricing Information

$12 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

Pipeline Pro

Company Location

United States

Company Website

www.pipelinepro.com

Company Facts

Organization Name

LockedOn

Company Location

Australia

Company Website

lockedon.com

Categories and Features

Categories and Features

Real Estate CRM

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

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