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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

smrtPhone serves as an Agentic Conversation Platform tailored for sales teams utilizing a CRM system. By integrating both your team and trained AI agents, all communications—calls, texts, and follow-ups—are automatically documented in the corresponding CRM record, eliminating the need for manual data entry. The platform features smrtDialer, a powerful integrated dialer that can simultaneously call between one to four lines, ensuring the representative speaks with the first respondent. Additionally, smrtAgents, the AI-driven assistants, manage inbound calls, assess leads, and follow up within a specified timeframe before transferring the conversation to a human representative equipped with complete context. Moreover, it offers SMS/MMS automation, video calling, call recording, AI-generated call summaries, sentiment analysis, interactive voice response (IVR), customizable call workflows, local presence features, number porting, voicemail transcription, and a comprehensive mobile application. The platform seamlessly connects with a variety of CRM systems such as Podio, Salesforce (including Left Main REI), InvestorFuse, Tape, GoHighLevel, Invelo, Realeflow, Carrot, and DataSift, enhancing its versatility. Designed with compliance in mind, it adheres to TCPA, CCPA, CPNI, and STIR/SHAKEN regulations, ensuring that users can operate within legal guidelines. Since its launch in 2017, smrtPhone has continually evolved to meet the needs of dynamic sales teams.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

CallRail Yes 
CallTools Yes 

Integrations

CallRail No 
CallTools No 

Pricing Details

$99 per month
Free Trial No 
Free Version No 

Pricing Details

$24/month/user
Free Trial Yes 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Forefront CRM

Country

United States

Website

forefrontcrm.com

Vendor Details

Company Name

smrtPhone

Founded

2007

Country

United States

Website

www.smrtphone.io

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 

Product Features

Business Phone Systems

Call Logging No 
Call Monitoring No 
Call Recording No 
Call Routing No 
Employee Directory No 
IVR / Voice Recognition No 
Mobile Access No 
Virtual Call Center No 
Web Conferencing No 

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