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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 Pete REI Software?

Pete® REI Software is an all-encompassing CRM solution designed expressly for real estate investors, assisting them in streamlining their processes from the first interaction to finalizing deals with specialized tools tailored for investment activities. Users can capture leads from various sources, track the development of deals and pipeline phases, automate follow-up communications via email, phone, and SMS workflows, and handle documents with e-signatures and images efficiently within one cohesive platform. It also incorporates a built-in phone and SMS feature, eliminating the need for separate applications, while delivering real-time analytics and customizable dashboards that help users monitor critical performance indicators, thus enabling smarter decision-making. The software's scalable capabilities cater to both individual investors and larger teams, enhancing overall flexibility. Furthermore, automating workflows reduces the burden of repetitive tasks and ensures consistent follow-ups, while centralized task management promotes improved collaboration among team members and integrated communication features keep both leads and clients engaged throughout the investment process. In essence, this platform not only streamlines operations but also empowers investors to concentrate on scaling their businesses effectively. As a result, they can achieve greater success and build stronger relationships with their clients.

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

$219 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

Pete REI Software

Company Location

United States

Company Website

peterei.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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