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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
Enhance your customer relationships by increasing clarity and efficiency with karmaCRM. This versatile Customer Relationship Management (CRM) platform offers extensive customization options and is equipped with a variety of features designed to boost sales, deepen customer understanding, streamline workflows, and facilitate effective task planning and organization. Among its capabilities are automated templates and reminders, quick access to contacts and their histories, integrated calendars for task management, customizable email templates for mass outreach, and a host of additional tools. With karmaCRM, businesses can not only manage relationships more effectively but also foster long-term engagement with their clients.
API Access
Has API
No
API Access
Has API
No
Integrations
Zapier
Yes
Gmail
No
LenderHomePage
Yes
Mailchimp
No
Microsoft Outlook
No
Quickwork
No
Stackreaction
Yes
Wufoo
No
Zillow
Yes
dotloop
Yes
Integrations
Zapier
Yes
Gmail
Yes
LenderHomePage
No
Mailchimp
Yes
Microsoft Outlook
Yes
Quickwork
Yes
Stackreaction
No
Wufoo
Yes
Zillow
No
dotloop
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$9.00/month/user
Basic - $30 per user per month
Pro - $39 per user per month
Premium - $55 per user per month
Pro - $39 per user per month
Premium - $55 per user per month
Free Trial
Yes
Free Version
Yes
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
Yes
iPad App
Yes
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
No
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
No
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
KARMA Software
Founded
2009
Country
United States
Website
www.karmacrm.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
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Real Estate CRM
Campaign Management
No
Client / Property Matching
No
Contact Management
Yes
Dashboard
Yes
Email Marketing
No
Interaction Tracking
Yes
Lead Management
Yes
Property Alerts
No
Referral Tracking
No
Segmentation
Yes