Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Monitor all of your contacts meticulously, whether you are managing potential leads or nurturing established clients, as each profile captures essential information, detailed notes, communication options, and checklists for effective drip marketing or tailored interactions. Every transaction comes with its own timeline, allowing you to oversee the complete journey from initial sales details to final closing, with nothing overlooked in between. Customize your setup according to your specific requirements and preferences. Not all users will have access to this information, as it can be tailored for various administrative and team lead permissions to restrict visibility. You have the ability to establish workflows and set reminders for each contact, ensuring that your emails and interactions can be either highly personalized or automated to suit your style. Create comprehensive lists to meet all your reporting needs, and effortlessly generate brokerage sales and title/lender reports with a simple click. This streamlined approach enhances your overall efficiency and fosters better client relationships.
Description
Building better people is the first step to building a better business. PlanPlus Online Business Edition is a unique software product that combines a proven personal productivity tool with a powerful Customer Relationship Management system. PlanPlus Online's Business CRM solution allows for collaboration, sales, marketing and project management. This will enable productivity and ensure accountability within your company.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$39.99 per month
Free Trial
No
Free Version
No
Pricing Details
$12 per user per month
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
Yes
Android App
Yes
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
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Lead2Deed
Founded
2016
Country
United States
Website
www.lead2deed.com
Vendor Details
Company Name
PlanPlus Online
Founded
2006
Website
www.planplusonline.com
Product Features
Real Estate Agency
Calendar Management
No
Client / Property Matching
No
Client Database
Yes
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Email Marketing
Yes
Flyer / Catalog Printing
No
Lead Management
Yes
Listing Management
Yes
Property Database
Yes
Website Management
No
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
No
Contact Management
Yes
Dashboard
Yes
Email Marketing
Yes
Interaction Tracking
Yes
Lead Management
Yes
Property Alerts
No
Referral Tracking
No
Segmentation
Yes
Product Features
Appointment Scheduling
Appointment Reminders
No
Automated Scheduling
No
Calendar Sync
No
Client Database
No
Group Scheduling
No
Mobile Access
No
Multi-Location
No
Online Booking
No
Online Payments
No
Recurring Appointments
No
Room Booking Management
No
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
Yes
Group Management
Yes
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
PIM
Content Syndication
No
Data Modeling
No
Data Quality Control
No
Digital Asset Management
No
Documentation Management
No
Master Record Management
No
Version Control
No
Productivity
Collaboration
No
Database Creation
No
Document Creation
No
File Sharing
No
Notes Management
No
Office Suite
No
Presentation Tools
No
Project Management
No
Task Management
No
Team Chat
No
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No
Real Estate Agency
Calendar Management
Yes
Client / Property Matching
No
Client Database
Yes
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Email Marketing
Yes
Flyer / Catalog Printing
No
Lead Management
Yes
Listing Management
Yes
Property Database
Yes
Website Management
Yes
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
No
Contact Management
Yes
Dashboard
Yes
Email Marketing
Yes
Interaction Tracking
Yes
Lead Management
Yes
Property Alerts
No
Referral Tracking
No
Segmentation
Yes