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support

Description

CRM.WebiShopi is an online customer relationship management tool designed for business-to-business sales teams. This platform streamlines inquiries, customer information, contacts, and sales opportunities within a collaborative environment, featuring customizable pipelines that can be viewed as either a board or a table. Teams have the capability to designate lead owners, establish follow-up tasks, monitor deadlines according to the complexity of leads, and document interactions such as calls, visits, and notes. Additionally, the application includes functionalities for team task requests, customizable fields and roles, email alerts, dashboards for monitoring pipeline progress and team performance metrics, as well as the ability to import and export customer data in CSV format, along with automation features triggered by changes in the pipeline. It caters to teams operating in various industries, including trading, construction, real estate, healthcare, logistics, retail, and IT services. Organizations can take advantage of the service at no cost for the first year when setting up new workspaces, with various paid subscription options available per user that offer flexibility in billing on a monthly or annual basis. Furthermore, the platform's user-friendly interface facilitates seamless collaboration among team members, enhancing overall efficiency in managing customer relationships.

Description

Softhealer’s Real Estate CRM Software is tailored for real estate firms in the United States seeking an efficient method to oversee properties, leads, clients, and sales operations all in one platform. This tool enables agencies, brokers, property advisors, and sales teams to maintain organization in their daily tasks without the hassle of using various applications. The system facilitates the entire property sales journey, starting from capturing inquiries to following up with prospects, scheduling property tours, managing sales opportunities, and ultimately closing transactions. Users can store detailed information about properties, keep track of customer needs, allocate leads to sales representatives, and monitor the progress of each deal throughout the sales pipeline. Additionally, the CRM enhances customer communication and follow-up management. Sales teams can document notes, plan future activities, track interactions, and view the current status of every lead or opportunity. This streamlined approach not only simplifies the management of leads but also helps ensure that no potential deal is overlooked, allowing teams to focus on those that require immediate attention while efficiently progressing others through the sales stages.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Gmail Yes 
Google Workspace Yes 
SMS-iT No 
WhatsApp No 

Integrations

Gmail No 
Google Workspace No 
SMS-iT Yes 
WhatsApp Yes 

Pricing Details

$5/user/month
New workspaces are free for the first year for up to 10 users. After that, the annual-billing rate is $60 per user per year ($5 per user per month equivalent); monthly billing is $6 per user per month.
Free Trial Yes 
Free Version Yes 

Pricing Details

Depends on Customization
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

TechBee IT & Designs LLC

Founded

2017

Country

United Arab Emirates

Website

crm.webishopi.com

Vendor Details

Company Name

Softhealer Technologies

Founded

2015

Country

India

Website

softhealer.com/real-estate-crm-software

Product Features

CRM

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

Product Features

Real Estate CRM

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

Alternatives

No Alternatives

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