RealOffice360

More About RealOffice360

Key Features 

• Client Management
  Manage unlimited contacts and clients with detailed profiles.
  Each profile includes communication history, notes, and transaction history, for follow-up.
• Sales Pipeline
  The visual drag-and-drop interface allows agents to track leads
  Customize stages for leads to match your process.
• Lead Capture & Automation
  RealOffice360 integrates with third-party lead generation platforms like Zillow and Realtor.com.
  Automated follow-ups and reminder notifications can be set up to ensure timely communication.
• Task Management & Calendar
  Sync tasks with Google Calendar and Outlook for easy scheduling.
  Set reminders for important follow-ups, home anniversaries, and birthdays, ensuring nothing slips through the cracks.

Steps to Use RealOffice360

• Sign Up & Setup: Create an account, choose a plan, and input business info.
• Import Contacts & Leads: Import data from spreadsheets, Gmail, Outlook, or use lead integrations (Zillow, Realtor.com).
• Set Up Pipelines: Customize sales stages and automate tasks/reminders.
• Manage Client Data: Track client profiles, communications, and transactions.
• Marketing & Engagement: Integrate Mailchimp for email campaigns and set up automated drip campaigns.
• Monitor Progress & Goals: Set income goals and track pipeline performance.
• Mobile Access: Download the app to manage tasks and clients on the go.