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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 CRM Pro?

CRM Pro is an all-encompassing customer relationship management tool specifically designed for the real estate industry, enabling users to manage client interactions efficiently, optimize their workflows, and generate new leads. With its user-friendly interface, CRM Pro automates mundane administrative tasks, freeing up valuable time for users to focus on more strategic goals. By leveraging its robust CRM features, users can not only nurture new relationships but also strengthen existing ones. Moreover, CRM Pro includes a capability to track the history of message exchanges, providing users with a comprehensive overview of client communications. This tracking feature significantly contributes to building rapport and improving the overall customer experience. Ultimately, CRM Pro positions real estate professionals to succeed in a competitive market by enhancing their operational efficiency and client engagement strategies.

Media

Media

Integrations Supported

Mailchimp
Dropbox
Gmail
Google Contacts
Google Forms
HubSpot Customer Platform
Intercom
Microsoft 365
Microsoft Excel
Podio
Shopify
Slack
Squarespace
Stripe
Todoist
Toggl Track
WooCommerce
Wufoo
Zoho CRM

Integrations Supported

Mailchimp
Dropbox
Gmail
Google Contacts
Google Forms
HubSpot Customer Platform
Intercom
Microsoft 365
Microsoft Excel
Podio
Shopify
Slack
Squarespace
Stripe
Todoist
Toggl Track
WooCommerce
Wufoo
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$17.95/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

Pro Agent Solutions

Date Founded

2008

Company Location

United States

Company Website

www.proagentsolutions.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

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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