Captivate CRM – Team Member V2

Description

Captivate Agent’s Customer Relationship Management (CRM) Solution

What’s Included in Captivate CRM?

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 Team 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.