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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
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