BoldTrail Back Office Integrations

Enjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion. With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location. Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.

Lofty, previously known as Chime, offers an innovative platform that merges a robust AI-driven CRM with widely-used functionalities such as our Dynamic CMA, automated social media marketing, and an impressive IDX website, all while being recognized for its user-friendliness. Specifically crafted for real estate professionals eager to enhance their lead generation and closing capabilities, our intuitive system ensures that agents of any experience level can effortlessly achieve impressive outcomes. Regardless of an agent's tenure in the real estate sector or their technical proficiency, Lofty empowers them to deliver results seamlessly. Are you seeking an AI assistant that actively engages with potential clients around the clock and adapts to its conversations? We provide that capability. Interested in a geo-farming tool to uncover elusive seller leads within your locality? It's already integrated into our system. In addition, our award-winning software is designed to align with team dynamics and helps you differentiate yourself from the competition, offering you everything you need and beyond. If your goal is to close MORE deals at a much quicker pace, Lofty is the solution you’ve been waiting for! Explore the possibilities with us today!

Salesforce enables sales teams to maximize their productivity and achieve their goals more effectively. As the premier CRM solution worldwide, Salesforce transcends basic capabilities. It provides teams with vital resources aimed at broadening their client bases, uncovering new opportunities, and closing deals rapidly from virtually anywhere. The platform features an impressive selection of tools, including contact management, opportunity tracking, lead oversight, email integration, report generation, sales forecasting, and file synchronization and sharing, to name just a few. This allows you to invest less time navigating through spreadsheets and more time concentrating on your core business activities. Without the need for any extra hardware or software, our intuitive setup guide empowers you to streamline sales workflows and resolve customer inquiries in just a few minutes. By connecting data across sales, service, and marketing, you can deliver seamless and tailored experiences to your customers. This holistic view of each client encompasses their accounts, interaction history, and connections. Additionally, incorporating social data can significantly enhance your understanding of customer behaviors and preferences, providing you with a competitive edge in the market. Ultimately, Salesforce not only boosts sales efficiency but also fosters stronger customer relationships through insightful data analytics.

Dropbox Business goes beyond just providing secure file storage; it creates a versatile workspace that seamlessly unites teams, tools, and content. Users are enabled to create, store, and share their cloud content across a variety of applications, which includes Google Docs, Sheets, Slides, Microsoft Office files, and Dropbox Paper, in addition to traditional files saved in Dropbox. With Dropbox Spaces, all your files and cloud-based resources are consolidated, allowing for easy access to PowerPoint presentations alongside Google Docs, Trello boards, and other tools your team may use. Whether you're using a computer, mobile device, or a web browser, accessing your team's collaborative work is simple and efficient. By integrating platforms like Slack and Zoom, your team's files and discussions can be kept organized in one central location. Furthermore, the smart suggestions for files and folders enhance your team's ability to access critical content when it’s needed most. A strong and secure infrastructure, combined with administrative tools that provide enhanced control and visibility, ensures that your organization’s data remains safeguarded within Dropbox. This all-encompassing approach not only increases productivity but also nurtures collaboration among team members, significantly improving overall effectiveness. Ultimately, Dropbox Business is designed to adapt and grow with your team’s needs, making it an invaluable asset for modern workplaces.

QuickBooks Online stands out as the leading accounting software globally. This platform streamlines the accounting process, making it the top choice for small businesses, as it allows for effortless tracking of receipts, income, transactions, and more. Users have the convenience of capturing photos of receipts to associate them with expenses, ensuring everything is well-organized. Our customer support team is always ready to assist with any inquiries regarding QuickBooks. To maintain operational efficiency, you can utilize your favorite applications, as QuickBooks Online is designed to work seamlessly on PCs, Macs, tablets, and smartphones. By clicking the link, you can access a 30-day free trial and enjoy a 50% discount for the first three months of service. Beyond basic accounting functions, QuickBooks offers tools to help you monitor your income and expenses effectively, making tax preparation less daunting. On average, customers report saving $3,534 annually, showcasing the software's financial advantages. Should you require further assistance, QuickBooks Live is available to help keep you organized and prepared for tax season. Additionally, QuickBooks Mobile provides the flexibility to manage your business operations from anywhere at any time, ensuring you’re always in control of your financials.

DocuSign is a versatile electronic signature platform that enables organizations of any scale to send, sign, and manage contracts and agreements conveniently from any device, at any time, and from any location. With a robust user base exceeding 250,000 companies across 188 nations, it supports the signing of diverse document types, such as school permission slips, business contracts, and various agreements. The platform accommodates multiple languages, ensuring accessibility for a global audience, and features a user-friendly mobile application compatible with Android, iOS, and Windows devices. Additionally, DocuSign provides a digital notarization service, empowering Notary Publics to electronically witness and sign documents, thus enhancing the efficiency of notarization processes for organizations. This seamless integration of electronic signatures and notarization makes DocuSign a comprehensive solution for modern document management needs.

A key player in the field of survey solutions, handling an impressive 20 million inquiries daily, can help you maintain a competitive edge by authentically understanding your customers' viewpoints. Engaging with customers through satisfaction surveys allows you to connect with them at various touchpoints, uncovering their wants, needs, and expectations. By utilizing employee feedback, you can directly measure the effectiveness of your strategies and identify areas for improvement. Whether you are assessing workforce satisfaction, conducting thorough evaluations, or distributing compliance surveys, insights from employee surveys are invaluable for anyone in HR or leadership roles. You can easily tap into global opinions, as market research surveys streamline the feedback collection process from both existing and prospective customers, while also enabling you to assess concepts and gauge brand awareness. Join the ranks of the 98% of Fortune 500 companies that rely on SurveyMonkey for insights driven by the collective voice of the people. With tools that allow you to analyze trends and preferences effectively, you can make well-informed decisions that propel your success even further. By leveraging these insights, organizations can better align their strategies with customer expectations and significantly enhance their overall performance.

Effortlessly access, share, and store your files across various devices. You can start with a complimentary 15 GB of storage. Drive Enterprise charges companies based only on the actual storage used by their employees. It seamlessly integrates Google Docs, Sheets, and Slides, while also ensuring compatibility with Microsoft Office for a hassle-free user experience. Safeguard your photos, narratives, designs, recordings, videos, and more. With a Google Account, the initial 15 GB of storage is available at no cost. Files saved in Drive are accessible from any smartphone, tablet, or computer, meaning your documents can travel with you wherever you go. You can conveniently invite others to view, download, and collaborate on your files without the inconvenience of email attachments. Start your cloud storage journey with Drive for free today and enjoy the ease and flexibility it offers. With Drive, managing your files becomes an effortless part of your daily routine.

Easily connect your applications and optimize your workflows with minimal effort. Tailored for individuals with hectic lifestyles, Zapier automates the movement of data between your web apps, enabling you to focus on your priorities. With just a few simple clicks, you can link your online tools for smooth data exchange. Information transitions seamlessly between your applications through automated processes termed Zaps. Speed up your projects and elevate productivity, all without needing coding expertise. Discover how Zapier makes automation accessible to everyone. Keep utilizing your favorite tools while enjoying the broad connectivity provided by Zapier, which integrates with more web applications than any other platform and continuously adds new ones every week. Our system is compatible with widely-used applications like Facebook Lead Ads, Slack, QuickBooks, Google Sheets, Google Docs, and many others! The user-friendly editor supports self-service automation, allowing you to create Zaps independently, without the need for a developer. Take advantage of Zapier’s built-in features to develop powerful workflows without depending on extra services. With over 3 million users relying on Zapier to manage their repetitive tasks efficiently, it's clear that the platform is trusted. Additionally, Zapier Agents enable businesses to automate real-world tasks by creating custom AI-driven assistants, which boosts both efficiency and creativity. As a result, Zapier not only streamlines automation but also broadens the scope of collaborative potential for teams, paving the way for innovative solutions.

BoomTown provides a comprehensive range of services such as expert lead generation, IDX websites, an intelligent CRM, and effective lead management, all available in flexible options that evolve with your success. Experience the reasons behind BoomTown's repeated recognition as the highest-rated CRM in real estate! With a well-defined vision of your objectives, our team is equipped with the knowledge to assist you in achieving them. Acting as an integrated extension of your workforce, we connect with prospective clients 24/7, ensuring responses in as few as 90 seconds and nurturing leads for up to a year, so agents can focus on clients ready to transact. You can be confident that each prospect is given the proper attention, allowing agents to dedicate their efforts to active buyers and sellers while enhancing conversion rates. The top professionals in the industry distinguish themselves through innovative strategies, which is why they choose BoomTown over other CRM solutions to facilitate their success. It is the leading real estate platform specifically created to simplify the processes of generating, qualifying, managing, and converting leads, streamlining your path to success more than ever before. By opting for BoomTown, you are gaining not only a tool but also a committed partner focused on elevating your real estate business to new heights. Together, we can transform how you engage with clients and drive your business forward.

Speed up your deal closures with LionDesk, a comprehensive platform that integrates CRM, lead management, and transaction oversight functionalities. This solution is perfect for brokers, real estate agents, teams, and lenders, offering an intuitive user experience through dedicated mobile apps available for iOS and Android devices. Among its standout features are task scheduling, transaction management, drip marketing campaigns, lead assignment, email tracking, and thorough contact management. Furthermore, LionDesk's CRM features allow users to effectively manage their client relationships by assigning each new client to a specific team member, guaranteeing personalized service for every client. This organized method not only boosts efficiency but also cultivates stronger connections with clients, leading to better long-term relationships and successful outcomes. By leveraging LionDesk, professionals can transform their workflow and achieve greater success in their transactions.

Empower your business with vital tools that boost efficiency and provide crucial insights for expansion, all available through QuickBooks Online Advanced. Gain access to pivotal data with reports that are both customizable and ready to impress, while maintaining synchronized spreadsheets for accurate business information and individualized insights. Minimize the hassle of manual processes by easily importing and sending multiple invoices and expenses at once, and simplify the task of entering and modifying several bills and checks in just a few clicks. Your security is our top priority; we protect your financial information with cutting-edge encryption and strong security measures. Customize your workflow by choosing from a variety of seamless app integrations tailored for QuickBooks Online Advanced, and expand its capabilities by linking with leading applications such as DocuSign, Bill.com, HubSpot, and Salesforce, among many others. By leveraging these features, you can not only enhance your business operations but also foster sustainable growth and success in an increasingly competitive landscape.

Ensure that you never overlook a real estate lead again by effortlessly importing and distributing prospects from more than 200 sources. Convert potential clients into loyal customers with regular follow-ups that alert agents about whom to reach out to and when. Quickly assign leads to agents, respond to new inquiries, and issue timely reminders and alerts. All inbound leads and calls from your listings or website are automatically fed into Action Plans, which guarantees that emails and texts are sent out swiftly for immediate engagement. Simply log in, hit the "tasks" button to access your daily schedule, and systematically tick off each task as you finish them, eliminating any guesswork. Afterward, manage your emails, missed calls, texts, and voicemails from a single, streamlined platform. Take a moment to review your lists of active, pending, and priority clients, making it easy to pinpoint those who need follow-up. Reach out to them via text, then enjoy a well-deserved lunch break. While you move between appointments and property showings, stay connected by responding to push notifications, sending messages, jotting down contact notes, and reallocating leads as needed. This efficient approach guarantees that no potential opportunity is left unattended, providing a comprehensive solution for managing your real estate endeavors effectively. Make the most of your time and resources with this organized system that allows you to focus on what truly matters: building relationships and closing deals.

Ideal for agents, teams, and brokerages looking to improve their productivity, Propertybase provides a solution that transforms leads into loyal clients. Discover how Propertybase, in collaboration with Lone Wolf, offers the most comprehensive array of tools available in the market, including CRM, back-office solutions, lead generation, marketing, and much more, ensuring a seamless experience from search through to sale. This cutting-edge integration of IDX websites, CRM, and back-office functionalities equips real estate professionals to effectively address contemporary challenges in the field. Although technology is pivotal, it will never replace the invaluable expertise that real estate agents bring to the table. With Propertybase, you can streamline repetitive tasks, expand your outreach, and elevate your business with efficiency. The Propertybase Salesforce Edition is tailored for real estate operations across more than 60 countries, utilizing top-tier technology to facilitate growth. Additionally, Propertybase GO enhances teamwork and drives performance, making it an ideal software solution for increasing your brand's visibility and influence in the competitive real estate landscape. As the industry continues to change, having access to the right tools is crucial for achieving long-term success, ensuring that your business remains relevant and thriving. Embrace the future of real estate with Propertybase, and unlock your potential in this dynamic market.

A real estate brokerage's CRM should encompass essential features that facilitate lead management and contribute to your success in the industry. It's noteworthy that only 10% of REALTORS take advantage of the CRM offered by their firms. Many available CRM options in the real estate sector tend to be either overly simplistic or excessively complex, lacking customization for the unique workflows and requirements of individual companies. At TRIBUS, we prioritize user feedback in the development of our Customer Relationship Management tool, engaging in thorough testing to refine its functionality. Our product team consistently collaborates with executives, staff, and agents to gather valuable insights, ensuring that our offerings are user-friendly and easily adoptable. Additionally, our user experience team regularly interacts with clients to guarantee that our tailored brokerage CRM solutions are intuitive for both staff and agents, fostering a smoother workflow and greater efficiency. Through this ongoing dialogue, we strive to create a CRM experience that truly meets the diverse needs of the real estate market.

HomeBinder boosts the value of homes by providing a centralized management system that is only accessible through certified professionals. For homeowners, it streamlines the management process, tackling ongoing maintenance, appliance recalls, and incidents like fire or theft efficiently. The goal of HomeBinder is to reduce the common hurdles faced by homeowners by combining tailored property information, local expertise, and a robust suite of tools aimed at enhancing the worth of their primary asset. This service enables homeowners to adopt proactive strategies that can help avert expensive emergency repairs, making a small investment now yield significant savings later on. Regular notifications via text or email ensure that essential maintenance tasks are never missed, while homeowners can easily initiate projects from their inspection reports or anytime they choose, facilitating seamless task management. Furthermore, all pertinent documents can be securely stored digitally in one easily accessible place, offering reassurance and organization. Homeowners are also able to record make and model numbers to receive timely notifications about recalls, keeping them informed and safeguarded. This holistic approach not only cultivates a greater sense of control and security for homeowners but also transforms property management into a more streamlined and effective process. Ultimately, HomeBinder empowers homeowners to manage their properties with confidence and ease, enhancing their overall ownership experience.

CINC offers a comprehensive platform tailored to empower real estate professionals with lead generation solutions that surpass the industry average for return on investment, coupled with powerful automation features that enable you to establish a strong presence in your market. By leveraging CINC, you can expedite the lead conversion process, free up significant time in your schedule, and stimulate business growth, all supported by the platform's extensive resources. This state-of-the-art system merges advanced technology with established real estate knowledge, granting you the ability to seize opportunities to connect the ideal buyer with their perfect home, thereby boosting your standing in the community. Moreover, CINC’s skilled team manages more than $30 million in yearly advertising focused on platforms like Facebook and Google Ads, helping you effectively grow your database. With precise local targeting, CINC ensures a continuous influx of highly qualified leads to your sales force. In addition, the platform allows you to implement successful retargeting campaigns aimed at engaging visitors who have shown interest in your website, providing another chance to turn potential clients into dedicated customers. This all-encompassing strategy not only improves your operational effectiveness but also lays the groundwork for long-term prosperity in the highly competitive realm of real estate, making it an invaluable tool for your career. Ultimately, CINC equips you with the resources necessary to thrive and adapt in an ever-evolving market environment.

BoldTrail 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.

Every minute, 14 households make use of our cutting-edge technology to facilitate their moving processes. Tap into the nation’s most extensive moving technology platform to elevate your business in key areas. Welcome to your 24/7 sales resource. We provide Updater users with critical information regarding your moving services, such as availability and pricing, while also guiding genuine customers from an audience that is actively looking for moving support to your business. This smooth integration not only enhances your visibility but also links you with clients who are keen to utilize your services, ultimately driving growth and satisfaction for both parties involved. By making the connection easy, we ensure that your business stands out in a competitive market.