Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
BoldTrailBoldTrail stands out as the premier platform for real estate, designed to enhance your brokerage through innovative technology that agents will eagerly adopt. Tailor your office, company, and each agent's website to reflect your distinct brand identity. Enhance lead capture by merging a contemporary consumer search interface with smart behavior analytics. With hyper-local area insights and home valuation pages, alongside rich lifestyle content, customers continuously turn to your brokerage for local expertise. Our lead generation tools are unparalleled in the industry, empowering brokerages, agents, and teams to effectively cultivate new business opportunities. The user-friendly IDX squeeze pages and landing pages enable agents to generate leads in real-time effortlessly. Boost your lead volume while reducing expenses and improving lead quality with the integrated tools available on the platform. Additionally, broaden your lead sources through automated social media postings, integrated advertising on Google and Facebook, custom text codes, and more, ensuring a comprehensive marketing approach that captures attention. With BoldTrail, the possibilities for your real estate business are limitless.
-
Act!Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
-
Shape SoftwareShape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.
-
CreatioCreatio is an agentic CRM and workflow platform with no-code and AI at its core, enabling organizations to automate workflows and manage customer relationships with unmatched flexibility and speed. Its intuitive no-code platform—combining visual application design, drag-and-drop process automation, and embedded AI—empowers business users to build and evolve applications of any complexity without heavy IT dependency. Teams can orchestrate both structured and unstructured workflows, leverage real-time analytics, and create dynamic dashboards, all while accelerating development cycles by up to 10×. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach enables organizations to automate not just tasks, but entire business processes—driving higher efficiency, faster time-to-value, and improved business outcomes. Creatio also offers a rich marketplace of pre-built applications, industry workflows, and connectors, allowing organizations to rapidly extend capabilities and adapt to evolving business needs. Built on a modern, AI-native architecture, the platform ensures seamless integration and scalability across the enterprise ecosystem. The Creatio CRM suite unifies marketing, sales, and service on a single platform with embedded AI agents, delivering a cohesive and intelligent customer journey. Organizations can deploy the full suite or individual modules, gaining the flexibility to scale and innovate while maintaining a single source of truth across all customer-facing operations. Creatio is headquartered in Boston, US, has 1000 employees, 7 offices globally, and $300M in revenue.
-
MelioMelio serves as a streamlined accounts payable solution aimed at enhancing bill payment processes, optimizing operational workflows, and boosting cash flow management for businesses of all sizes. To get started, try all of Melio's features free for 30 days! Melio’s platform enables users to make payments to vendors via online bank transfers or credit and debit cards, even when those vendors only accept checks, which not only helps in managing cash flow but also allows users to earn rewards. Melio integrates seamlessly with accounting software such as QuickBooks and Xero, ensuring that your financial records remain current. With Melio, you’ll get to streamline your day-to-day work. Either input vendor information or bill details manually, upload documents, or take a photo of the invoice for quick processing—it’s incredibly user-friendly. Payments can be scheduled in alignment with your cash flow strategy, and Melio will make those payments happen. International vendors? Our platform facilitates payments to global vendors in USD or the local currency, ensuring smooth transactions for various services and products. This comprehensive approach makes managing accounts payable more efficient and less stressful than ever before. Finally, no matter where your business takes you, Melio can follow—just be sure to download the mobile app, available on iOS and Android, to manage your business payments on the go.
-
AestheticsProAestheticsPro stands out as the leading all-in-one software solution for medical aesthetics in the current market. It boasts HIPAA compliance in the cloud, features integrated point-of-sale systems, targeted advertising, and comprehensive reporting that focuses on results, all while offering electronic charting and a client portal equipped with convenient "book now" options. With AestheticsPro, you have access to every tool necessary for effectively managing your medical spa operations. Whether you are looking to streamline appointments or enhance client engagement, this software has you covered.
-
FISPANFISPAN transforms how banks and businesses connect by embedding secure banking services directly inside ERP and accounting systems. As a leader in embedded ERP banking, FISPAN enables seamless connectivity between Tier 1 banks (across the US, Canada, and UK) and NetSuite, Sage Intacct, Workday, Microsoft Dynamics 365 Business Central, QuickBooks, and Xero. Finance teams can automate accounts payable, accelerate accounts receivable, access near real-time bank feeds, initiate payments, manage multi-entity cash positions, and streamline reconciliation, all without ever leaving their ERP. Secure API integrations replace manual file uploads and outdated formatting processes, ensuring accurate, reliable transaction data flows directly into the ERP. The result: improved cash visibility, reduced operational risk, faster financial workflows, and a modern banking experience built directly inside your ERP or accounting software.
-
PhonexaPhonexa is a unified platform built to optimize tracking and distribution for calls, leads, compliance, clicks, email, accounting, and more. The all-in-one marketing automation platform empowers brands and performance marketers to manage and distribute leads, track pay-per-call campaigns, increase ROI, and automate every stage of the customer journey. At the core of Phonexa’s platform are LMS Sync for intelligent lead management and lead distribution and Call Logic for advanced call tracking, routing, and pay-per-call campaigns. Phonexa’s core solutions and six add-ons are powered by automation, smart routing, and real-time analytics, empowering performance marketers to capture, qualify, verify, and route leads efficiently while maximizing visibility, compliance, and profitability across all marketing channels. Serving industries such as finance, insurance, home services, and beyond, Phonexa delivers complete visibility, fraud prevention, and compliance at scale. The platform combines advanced analytics, intelligent lead management, AI-enabled Call Agents, and smart routing to help businesses convert more qualified leads, improve ROI, and achieve growth through data transparency and control.
-
FishbowlFishbowl stands out as the top-selling software designed for managing warehouses and manufacturing processes. This software provides small and medium enterprises, including manufacturers, distributors, and service providers, with the capability to seamlessly incorporate sophisticated inventory functionalities into QuickBooks. Its features include tracking across multiple locations, managing bill of materials, facilitating billing and shipping, setting auto reorder points, and integrating with EDI shopping carts, merchant services, and various other business solutions. If you seek a cost-effective option for inventory management, Fishbowl is an outstanding choice. By utilizing its advanced technology, your business can enhance operational efficiency and achieve significant cost savings. Moreover, the user-friendly interface ensures that even those with limited tech experience can navigate and leverage its capabilities effectively.
-
Rent ManagerRent Manager is an all-encompassing software solution for property management, accounting, customer relationship management, marketing, reporting, and facility maintenance, designed to empower users with the ability to oversee various property types effectively. This platform offers extensive customization options, allowing users to modify numerous features such as report generation, interface aesthetics, and individualized information display tailored to each user’s needs. With its robust double-entry accounting system, users can meticulously monitor every financial detail, whether they are managing a single property or an extensive portfolio of hundreds. By streamlining everyday operations, Rent Manager significantly cuts down on the time spent on routine tasks, enabling users to dedicate more efforts toward expanding their business ventures. The accompanying rmAppSuite Pro mobile application further enhances accessibility, allowing property managers to retrieve and manage their data on-the-go for tasks like conducting inspections, communicating with tenants, and tracking violations directly from their mobile devices. Additionally, Rent Manager boasts an extensive library of over 450 pre-built reports, equipping users with the necessary insights to address critical operational inquiries, ranging from financial health to service-related issues, occupancy rates, and leasing activities. This comprehensive approach ensures that property managers have all the tools they need for efficient and effective property oversight.
What is TotalBrokerage?
TotalBrokerage offers a seamless integration with any front-end website, allowing for the acquisition of online leads from diverse channels such as third-party platforms, lead generation websites, Facebook, and custom-designed sites, all of which can be managed and overseen from a unified platform. Its Marketing feature enables users to effortlessly distribute hundreds or even thousands of emails daily to both existing and prospective clients, streamlining the outreach process significantly. By utilizing drip campaigns alongside an intuitive HTML editor, maintaining regular communication with clients has never been easier. The transaction management system provides a centralized location for creating, editing, and storing all necessary documents and forms. Users can also effortlessly track and report on their contacts and vendors while leveraging the activity log for quick access to vital information such as inspections. In addition, commission calculations for agents are automated and customizable to accommodate various structures, whether they are flat, tiered, or based on fees, simplifying complex commission scenarios. The platform also features native integration with Quickbooks Online or Quickbooks Desktop, ensuring that accountants can work without hassle. Users have the capability to meticulously monitor expenses, drilling down to individual transactions or specific vendors, which offers a detailed perspective of financial activities. This comprehensive level of integration and functionality guarantees that all facets of your business are not only organized but also operate efficiently and effectively, promoting a well-structured workflow. As a result, TotalBrokerage stands out as a vital tool for enhancing business operations in the real estate industry.
What is ClarityNOW?
Grasping your financial metrics is essential for achieving success in any business venture. ClarityNOW presents a top-tier Profit and Loss statement specifically designed for the real estate sector, offering a comprehensive breakdown of your income, sales costs, and various expenses. You can explore your P&L using both numerical figures and visual representations such as charts and graphs, making it easier to digest. Moreover, it accommodates additional factors like vendor income, profit sharing, and other variables, all perfectly synced with QuickBooks. This functionality enables every real estate agent to manage a P&L effectively, gaining control over their business operations. ClarityNOW also introduces a unique goal/gap report that transforms your planning process. This valuable report analyzes your aims while considering seasonal fluctuations and emphasizes the remaining time to reach your forthcoming sales goals. It also outlines a clear action plan for the next week, ensuring you stay on course to fulfill your objectives, thus becoming a vital component of team discussions, one-on-one meetings with agents, and an accessible resource for coaches to track progress. By weaving these financial insights into your everyday business routines, you cultivate a culture of accountability and performance, ultimately driving your path to success while encouraging growth and adaptation.
Integrations Supported
QuickBooks Online
Facebook
Formspree
IDX Broker
Instapage
Lead Sherpa
Placester
QuickBooks Online Advanced
Redfin
Trulia
API Availability
Has API
API Availability
Pricing Information
$399 per month
Pricing Information
$79 per month
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Web-Based Support
Customer Service / Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Online Training
Training Options
Documentation Hub
Online Training
Company Facts
Organization Name
Brokerage Management Solutions
Date Founded
2015
Company Location
United States
Company Website
www.totalbrokerage.com
Company Facts
Organization Name
ClarityNOW
Company Location
United States
Company Website
www.claritynowre.com
Categories and Features
Brokerage Management
Not specified
Email Marketing
CAN SPAM Compliance
Drip Campaigns
Reporting/Analytics
Subscriber Management
Template Management
Lead Management
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Segmentation
Real Estate Agency
Calendar Management
Client / Property Matching
Commission Management
Contact Management
Contract Management
Email Marketing
Lead Management
Listing Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Email Marketing
Lead Management
Segmentation
Real Estate Lead Generation
Not specified
Real Estate Transaction Management
Accounting
CRM
Commission Management
Contract Management
Electronic Signature
File Sharing
Task Management
Categories and Features
Brokerage Management
Not specified
Real Estate Agency
Not specified