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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 
CallAction Yes 
CallRail No 
Clozze Yes 
Dubb Yes 
Gmail Yes 
Integrately Yes 
Mailchimp Yes 
Microsoft 365 Yes 
OSI IDX Yes 
ProspectBoss Yes 
RentCast Yes 
SendGrid Yes 
Slybroadcast Yes 
Stackreaction Yes 
VoAgents Yes 
Wufoo Yes 
Ylopo Yes 
Zapier Yes 
kustomeroo Yes 

Integrations

CallTools Yes 
CallAction No 
CallRail Yes 
Clozze No 
Dubb No 
Gmail No 
Integrately No 
Mailchimp No 
Microsoft 365 No 
OSI IDX No 
ProspectBoss No 
RentCast No 
SendGrid No 
Slybroadcast No 
Stackreaction No 
VoAgents No 
Wufoo No 
Ylopo No 
Zapier No 
kustomeroo 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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