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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 Lasso CRM?

Lasso is recognized as a premier provider of cloud-based customer relationship management (CRM) solutions aimed specifically at the marketing and sales sectors of the new home industry. Designed for home builders, real estate developers, and agencies that specialize in new homes, Lasso CRM strives to improve lead management, boost the conversion of potential buyers into actual clients, and enable the selling of communities more efficiently, rapidly, and profitably. Its extensive array of features includes an integrated email marketing system, powerful prospect management tools, and the capability to produce customizable reports, among various other functionalities. This all-encompassing toolkit empowers clients to enhance their sales processes and optimize profitability in a fiercely competitive landscape. By leveraging these tools, businesses can not only improve their operational efficiency but also gain a significant edge over competitors in the market.

Media

Media

Integrations Supported

Apple Mail
Gmail
Mailchimp
ProspectBoss
TestimonialTree
Wufoo

Integrations Supported

Apple Mail
Gmail
Mailchimp
ProspectBoss
TestimonialTree
Wufoo

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

REfindly

Date Founded

2013

Company Location

United States

Company Website

refindly.com

Company Facts

Organization Name

ECI Software Solutions

Date Founded

1999

Company Location

United States

Company Website

lassocrm.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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