Description
Captivate Agent’s Customer Relationship Management (CRM) Solution
What’s Included in Captivate CRM?
Unlimited Access to the Captivate Coaching Library
- Mastering Listings and Advertising: Every successful listing generates more buyers and sellers. The best advertising you can do for your business are outstanding listings. We’ll show you how make listings and listing advertsing your pathway to growth.
- Mastering Buyer Services: Homebuyers need more than a door opener, a LOT more. You know this, but they don’t. We’ll show you how to provide Insider Information, virtual tours, and the tools to help buyers make faster and better decisions as they shop. Then we’ll show you how to support them as they go under contract, close, improve their property, build equity, and then leverage their equity for the next purchase. This is homeowner lifecycle marketing and it will propel your business to a whole new level.
- Goals & Routines for Growth: Without the right plan and routines, good ideas and intentions never go very far. We’ll teach you how to start your morning with a routine that energizes you and a Power Hour that generates a TON of new opportunities. Your CRM will help you keep everything you do in check so you never miss an opportunity or drop a ball.
- Team Building: As your business grows you are going to need help. We’ll help you know who and what you need to ensure you grow successfully. Time can be your most valuable asset, so it’s important to use it wisely.
Smart Contact Management System
- Dynamic Lead Scoring: Automatically prioritize your leads with scores based on contact validity, online behavior, and property data.
- Actionable Insights: Understand lead activity and receive intelligent suggestions for the next steps.
- Behavioral Analysis: Focus your efforts where it matters most, with insights into a lead’s likelihood to close.
MLS IDX Website & Buyer Lead Manager
- SEO-Optimized Websites: Professionally designed IDX websites, hosted at your-name.search.homes or your custom URL.
- Automated Buyer Tools: Hot sheets, buyer tracking, and showing schedules integrated with your contact database to save time and reduce duplicate data entry.
- GPS Homebuyer App Integration: Buyers can request information and showings while exploring neighborhoods in real-time.
- Accurate Listings: Updates from hundreds of MLS feeds across the US and Canada ensure your listings are always current.
Transaction Management
- Streamlined Workflows: Automate tasks from start to finish with paperless tools and detailed reporting.
- Customizable Smart Action Plans: Optimize your workday with automated workflows that adapt to your needs.
- Centralized Document Storage: Upload files directly or integrate with Dropbox and Google Drive.
- Live Transaction Tracking: Monitor deal progress and view aggregated earnings in real time.
Social Media Manager
- Automated Social Marketing: Schedule and publish posts to multiple platforms simultaneously.
- MLS Integration: Automatically post new listings and milestones directly to your channels.
Agent & Homebuyer Services
- Mobile-Friendly Tools: Access your Smart CRM and GPS home shopping app on the go.
- CMA Builder & Home Value Tracker: Offer clients accurate and professional home assessments.
- AI Assistant: Keep leads engaged throughout the buying and selling process with automated conversations and hot behavior notifications, like showing requests or website visits.




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