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What is REfindly?

REfindly's customer relationship management system simplifies every facet of the sales process, beginning with the client's first inquiry and concluding with the finalization of the sale. Once a potential client is entered into the system, you can effortlessly establish a follow-up plan, allowing REfindly to manage the subsequent tasks. This includes scheduling meetings, sending reminders, and monitoring communication through emails and phone calls. With its user-friendly point-and-click interface, you can easily add property viewings, jot down prospect notes, and dispatch targeted listing notifications. REfindly enhances your daily operations by keeping you organized and informed, enabling you to focus on expanding and fortifying your business. Furthermore, REfindly provides IDX websites tailored for real estate agents and brokerages, ensuring a comprehensive toolkit for success in the industry.

What is BrokerSumo?

BrokerSumo is a cloud-driven commission management platform tailored for real estate brokers and their teams. This all-inclusive software amalgamates vital tools that real estate professionals need to proficiently manage their office workflows, financial management, and agent oversight within an intuitive interface. It simplifies the entire process, covering everything from the onboarding of new agents and monthly billing to customizing commission plans and managing closing costs, thereby providing a smooth operational experience. Moreover, BrokerSumo features integration with QuickBooks, which simplifies accounting tasks for its users. This functionality enhances overall efficiency and minimizes administrative challenges in the real estate sector, ultimately allowing brokers to focus more on their core business activities. As a result, BrokerSumo stands out as an essential tool for modern real estate practices.

Media

Media

Integrations Supported

Apple Mail
Docusign
Dropbox
Gmail
Mailchimp
ProspectBoss
QuickBooks Online
TestimonialTree
dotloop

Integrations Supported

Apple Mail
Docusign
Dropbox
Gmail
Mailchimp
ProspectBoss
QuickBooks Online
TestimonialTree
dotloop

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$45.00/month/user
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

REfindly

Date Founded

2013

Company Location

United States

Company Website

refindly.com

Company Facts

Organization Name

BrokerSumo

Date Founded

2014

Company Location

United States

Company Website

www.brokersumo.com

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

Categories and Features

Lease Management

Billing & Invoicing
Commercial Leases
Contact Management
Landlord Database
Lease Classification
Portfolio Management
Property Management
Residential Leases
Retail Leases
Sublease Management
Tenant Database

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

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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