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Average Ratings 0 Ratings

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features
design
support

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Description

Establish a lead queue and rank them according to their current status for optimal follow-up management. Disposition leads using tailored parameters while seamlessly scheduling subsequent communications. Facilitate warm transfers to team members for enhanced collaboration. Share insights and work together with team members and referral partners on each lead to streamline the process. Boost lead conversion rates by automating communication, thereby connecting more partners with leads earlier in the sales journey. Simplify the loan closing process for borrowers with an automated experience that links to their financial accounts to pre-fill much of the 1003 form and required documentation. Personalize your workflows and set up automated follow-ups for both new leads and previous clients by implementing preset triggers that initiate reminders, emails, tasks, lead sharing, and more with just a single click. Additionally, utilize a comprehensive tablet application that features a sign-in sheet syncing with your CRM. Upload listing images and provide your visitors with a polished follow-up email that includes the listing details and your contact information, ensuring they have everything they need to reach out. This proactive approach not only enhances communication but also builds stronger relationships with potential clients.

Description

MyBasicCRM is a flexible and user-friendly CRM solution that provides tailored options for various industries within a comprehensive single plan. It allows users to effectively oversee contacts, orders, quotes, products, teams, and leads. Additionally, MyBasicCRM seamlessly integrates with prominent accounting software, social media platforms, marketing and lead generation tools, call centers, PBX systems, and ERP solutions. Ensuring the security and privacy of our users and their information remains a top priority for MyBasicCRM. Our team of specialists diligently adheres to essential regulations and industry standards, guaranteeing the secure management of your business operations. By choosing MyBasicCRM, you can rest assured that your data is handled with care and professionalism.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Facebook No 
Google Calendar No 
INBOX No 
Instagram No 
LenderHomePage Yes 
Mailchimp No 
Stackreaction Yes 
WhatsApp No 
Zapier Yes 
Zillow Yes 
dotloop Yes 

Integrations

Facebook Yes 
Google Calendar Yes 
INBOX Yes 
Instagram Yes 
LenderHomePage No 
Mailchimp Yes 
Stackreaction No 
WhatsApp Yes 
Zapier No 
Zillow No 
dotloop No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$8.90 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Big Purple Dot

Country

United States

Website

www.bigpurpledot.com

Vendor Details

Company Name

MyBasicCRM

Founded

2011

Country

Canada

Website

mybasiccrm.com

Product Features

Real Estate CRM

Campaign Management Yes 
Client / Property Matching No 
Contact Management Yes 
Dashboard No 
Email Marketing Yes 
Interaction Tracking No 
Lead Management Yes 
Property Alerts No 
Referral Tracking No 
Segmentation No 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management Yes 
Email Templates No 
Interaction Tracking No 
Lead Management Yes 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management Yes 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications Yes 
Appointment Scheduling Yes 
Call Logging No 
Comments / Notes Yes 
Custom Reports Yes 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics Yes 
Task Management No 

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