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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 Lead2Deed?

Diligently oversee all of your contacts, whether you're cultivating prospective leads or supporting ongoing clients, as each profile contains crucial details, comprehensive notes, communication tools, and checklists for successful drip marketing or personalized engagements. Each transaction is accompanied by a distinct timeline, enabling you to monitor the entire process from the initial sales information to the final closing, ensuring that no step is missed along the way. You can tailor your configuration to align with your unique needs and preferences. Access to this information can be restricted, as it is customizable for different administrative roles and team lead permissions to control visibility. You also have the capacity to create workflows and set reminders for each contact, which ensures that your communications can be highly personalized or automated to fit your approach. By forming detailed lists to address all your reporting requirements, you can quickly generate brokerage sales and title/lender reports with ease. This organized methodology not only boosts your overall efficiency but also strengthens your relationships with clients. With these tools at your disposal, you can effectively enhance the quality of your interactions and ensure that every client feels valued.

Media

Media

Integrations Supported

Apple Mail
Gmail
Mailchimp
ProspectBoss
TestimonialTree

Integrations Supported

Apple Mail
Gmail
Mailchimp
ProspectBoss
TestimonialTree

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$39.99 per month
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

Lead2Deed

Date Founded

2016

Company Location

United States

Company Website

www.lead2deed.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 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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