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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 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
Apple Mail
Gmail
Mailchimp
ProspectBoss
Stackreaction
TestimonialTree

Integrations Supported

ActivePipe
Apple Mail
Gmail
Mailchimp
ProspectBoss
Stackreaction
TestimonialTree

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

LockedOn

Company Location

Australia

Company Website

lockedon.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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