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Description
Marketing automation and state of the art communication tools can help you increase sales. GoCRM is the only customer-relationship management solution that combines powerful sales and marketing features. This allows you to build a robust platform that will support scalable business growth, streamline sales processes, and improve the customer experience. You can automatically import leads from hundreds online and offline sources with all relevant attribution data, such as source, channel, campaign, and channel. You can keep track of all leads and their progress with a specialized toolkit that includes Zapier, call tracking, website tracking, Zapier and CSV import. You have the option to either distribute leads manually or randomly assign them your team. Advanced workflows allow team members to automatically receive and follow-up on leads via their personal VoIP phone or email.
Description
TotalBrokerage integrates seamlessly with every front-end website, enabling the capture of your online leads from various sources such as third-party portals, lead generation sites, Facebook, or custom-built websites, all organized and monitored from a single platform. The Marketing feature empowers users to send out hundreds, or even thousands, of emails daily to both current and potential customers, making outreach efficient. Through the use of drip campaigns and a user-friendly HTML editor, maintaining communication with clients has become incredibly straightforward. The transaction management system allows for the creation, editing, and storage of all essential documents and forms in a centralized manner. Users can also track and report on contacts and vendors, utilizing the activity log for easy access to critical information like inspections. Additionally, commission calculations for all agents are automated and can be configured to suit any structure, whether flat, tiered, or based on fees, allowing for the handling of complex commission scenarios with ease. Furthermore, the platform integrates natively with Quickbooks Online or Quickbooks Desktop, ensuring that your accountant is always satisfied. You can monitor expenses meticulously, down to individual transactions or specific vendors, providing a comprehensive overview of your financial activities. This level of integration and functionality ensures that all aspects of your business are organized and efficient.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Facebook
Yes
Zapier
Yes
Formspree
No
IDX Broker
No
Instagram
Yes
Instapage
No
Lead Sherpa
No
Microsoft Outlook
Yes
QuickBooks Online
No
QuickBooks Online Advanced
No
Integrations
Facebook
Yes
Zapier
Yes
Formspree
Yes
IDX Broker
Yes
Instagram
No
Instapage
Yes
Lead Sherpa
Yes
Microsoft Outlook
No
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Pricing Details
$39 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
$399 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
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
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
GoCRM
Founded
2015
Country
United States
Website
gocrm.io
Vendor Details
Company Name
Brokerage Management Solutions
Founded
2015
Country
United States
Website
www.totalbrokerage.com
Product Features
Construction CRM
Client Tracking
No
Contract Management
No
Forecasting
No
Project Management
No
Quote Management
No
Sales Management
No
Scheduling
No
Time Management
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
No
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Lead Management
Activity Tracking
No
Campaign Management
No
Lead Capture
No
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
No
Source Tracking
No
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
Email Marketing
A/B Testing
No
Artificial Intelligence
No
Auto-Responders
No
CAN SPAM Compliance
Yes
Customer Surveys
No
Drip Campaigns
Yes
Dynamic Content
No
Event Triggered Email
No
Image Library
No
Landing Pages/Web Forms
No
Mailing List Management
No
Mobile Optimized Emails
No
Reporting/Analytics
Yes
Subscriber Management
Yes
Template Management
Yes
WYSIWYG Email Editor
No
Lead Management
Activity Tracking
No
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
No
Lead Segmentation
Yes
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No
Real Estate Agency
Calendar Management
Yes
Client / Property Matching
Yes
Client Database
No
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Email Marketing
Yes
Flyer / Catalog Printing
No
Lead Management
Yes
Listing Management
Yes
Property Database
No
Website Management
No
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
Yes
Contact Management
Yes
Dashboard
No
Email Marketing
Yes
Interaction Tracking
No
Lead Management
Yes
Property Alerts
No
Referral Tracking
No
Segmentation
Yes
Real Estate Transaction Management
Accounting
Yes
Appointment Scheduling
No
CRM
Yes
Commission Management
Yes
Contract Management
Yes
Critical Date Alerts
No
Document Templates
No
Electronic Signature
Yes
File Sharing
Yes
Task Management
Yes
Transaction Review
No
