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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Never miss out on another real estate lead again by seamlessly importing and distributing leads from over 200 different sources. Transform prospects into clients with consistent follow-ups that notify agents about whom to contact and when. Instantly allocate leads to agents, engage with new inquiries, and send timely reminders and notifications. Inbound leads and calls from your listings or website are automatically integrated into Action Plans, ensuring that emails and texts are dispatched promptly for immediate responsiveness. Simply log in, click the "tasks" button to view your daily agenda, and methodically check off each item as you complete them (no need for guesswork). Afterward, address all your emails, missed calls, texts, and voicemails from a single, organized interface. Take a moment to assess your lists of active, pending, and top clients, and easily identify those who require follow-up. Reach out to them via text, then take a break for lunch. In between appointments and property showings, remain engaged by reacting to push notifications, sending messages, documenting contact notes, and reassigning leads as necessary. This streamlined process ensures that no opportunity slips through the cracks.

Description

Forefront CRM serves as an all-encompassing tool tailored to enhance lead management for real estate investors. With its user-friendly visual pipeline and drag-and-drop capabilities, it empowers users to personalize workflows while easily monitoring the progress of every lead. The platform automates follow-up initiatives via SMS, email, and task assignments, guaranteeing that communication with leads remains steady and effective. All pertinent lead information, such as notes, communication records, and property specifics, is consolidated for quick and convenient retrieval. Additionally, Forefront CRM seamlessly integrates with services like smrtPhone and CallRail, enabling users to monitor calls, messages, and voicemails, thus providing a thorough communication record for each lead. The software also includes real-time Key Performance Indicators (KPIs) and reporting features that yield valuable insights into the effectiveness of marketing campaigns and team productivity. Furthermore, it offers task management capabilities with automated assignments and alerts, an iOS application for users on the go, and customizable fields to capture vital lead information, ensuring that every detail is accounted for in the lead management process. This comprehensive suite of features makes Forefront CRM an invaluable asset for real estate investors looking to optimize their operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CallTools Yes 
Bevy Commerce Yes 
BombBomb Yes 
CallRail No 
Click2Mail Yes 
Cloud Agent Suite Yes 
Driftrock Yes 
Dubb Yes 
Enzy Yes 
Google Workspace Yes 
Integry Yes 
Leverly Yes 
Levitate Yes 
Open House Wizard Yes 
Pandium Yes 
SendGrid Yes 
Spacio Yes 
Zapier Yes 
leadpops Yes 
zBuyer Yes 

Integrations

CallTools Yes 
Bevy Commerce No 
BombBomb No 
CallRail Yes 
Click2Mail No 
Cloud Agent Suite No 
Driftrock No 
Dubb No 
Enzy No 
Google Workspace No 
Integry No 
Leverly No 
Levitate No 
Open House Wizard No 
Pandium No 
SendGrid No 
Spacio No 
Zapier No 
leadpops No 
zBuyer No 

Pricing Details

$49 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

$99 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
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 Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Follow Up Boss

Founded

2011

Country

United States

Website

www.followupboss.com

Vendor Details

Company Name

Forefront CRM

Country

United States

Website

forefrontcrm.com

Product Features

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture No 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking Yes 

Real Estate Agency

Calendar Management Yes 
Client / Property Matching Yes 
Client Database Yes 
Commission Management No 
Contact Management Yes 
Contract Management No 
Email Marketing Yes 
Flyer / Catalog Printing No 
Lead Management Yes 
Listing Management No 
Property Database No 
Website Management No 

Real Estate CRM

Campaign Management Yes 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts Yes 
Referral Tracking Yes 
Segmentation Yes 

Product Features

Real Estate CRM

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

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