Real Estate CRM Software Category - SUMMER 2021 Customer Success Report - FeaturedCustomers
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SUMMER 2021
Customer Success Report
Real Estate CRM
Software CategoryReal Estate CRM Software
Category
Real estate CRM software helps real estate professionals to manage
and track interactions with their prospective and existing clients
throughout the customer lifecycle using a single platform. The system
offers many features similar to generic CRM tools, but with extra
focus on the real estate sector. These features include multiple listing
services (MLS), real estate transaction management module,
integration with MLS services, communication templates, referral
management, and custom workflows suitable for the real estate
arena. Realtors need to learn to effectively use real estate CRM to
boost their efficiency and sales.
SUMMER 2021 CUSTOMER SUCCESS REPORT
Real Estate CRM Software Category 2Award Levels
Customer Success Report
Ranking Methodology
The FeaturedCustomers Customer Success ranking is based on
data from our customer reference platform, market presence,
MARKET LEADER
web presence, & social presence as well as additional data
Vendor on FeaturedCustomers.com with
aggregated from online sources and media properties. Our
substantial customer base & market
ranking engine applies an algorithm to all data collected to
share. Leaders have the highest ratio of
calculate the final Customer Success Report rankings.
customer success content, content
quality score, and social media presence
The overall Customer Success ranking is a weighted average
relative to company size.
based on 3 parts:
CONTENT SCORE
●
Total # of vendor generated customer references (case studies,
success stories, testimonials, and customer videos)
●
Customer reference rating score
TOP PERFORMER
●
Year-over-year change in amount of customer references on
Vendor on FeaturedCustomers.com with
FeaturedCustomers platform
significant market presence and
●
Total # of profile views on FeaturedCustomers platform resources and enough customer
●
Total # of customer reference views on FeaturedCustomers reference content to validate their vision.
Top Performer's products are highly rated
platform
by its customers but have not achieved
MARKET PRESENCE SCORE the customer base and scale of a Market
●
Leader.
Social media followers including LinkedIn, Twitter, & Facebook
●
Vendor momentum based on web traffic and search trends
●
Organic SEO key term rankings
●
Company presence including # of press mentions
COMPANY SCORE
RISING STAR
●
Total # of employees (based on social media and public
Vendor on FeaturedCustomers.com that
resources)
does not have the market presence of
●
Year-over-year change in # of employees over past 12 months Market Leaders or Top Performers, but
●
Glassdoor ranking understands where the market is going
and has disruptive technology. Rising
●
Venture capital raised
Stars have been around long enough to
establish momentum and a minimum
amount of customer reference content
along with a growing social presence.
SUMMER 2021 CUSTOMER SUCCESS REPORT
Real Estate CRM Software Category 32021 Customer Success Awards
Check out this list of the highest rated Real Estate CRM Software based on
the FeaturedCustomers Customer Success Report.
* Companies listed in alphabetical order
SUMMER 2021 CUSTOMER SUCCESS REPORT
Real Estate CRM Software Category 42021
SUMMER 2021
Real Estate
CRM Software
Category
SUMMER 2021 CUSTOMER SUCCESS REPORT
Real Estate CRM Software Category 569
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Total Customer References
Featured Testimonials
ABOUT APTO
Our teams enjoy using Apto because it centralizes our various business
processes involving email, phone, file sharing and task management.
DOUG BANERJEE
SENIOR DIRECTOR, GREYSTEEL
Apto is the leading web based
software for managing customer
relationships, properties, listings,
The Apto team made our implementation a smooth process. They were able to upload all my old data and make it usable
deals and commissions. Apto within Apto. The system itself is very robust and customizable. For example, I do some consulting work in addition to
serves nearly 10,000 commercial brokerage, property and asset management, and I needed to add “Consulting” under Projects. This allowed me to plug in
my billing rate, notes, and when I invoice clients. The entire team at Apto is very customer focused; the customer service is
brokers and is the CRM of choice exceptional. They were especially helpful throughout the implementation process as I got up and running on the system.
for 6 of the top 8 CRE brands.
JOHN VIGGERS
Apto's world class software is DIRECTOR - REGIONAL VICE PRESIDENT, NAI OPTIMUM
optimized to meet the needs of
CRE brokers, and can be further
customized to brokerage
Life has changed a lot since we jumped on to Apto. We're able to quickly
workflows and business
requirements. Apto is the only prospect, make notes, set reminders. Day to day, I'm able to get through more
platform that allows brokers to calls.
manage the full lifecycle of a deal ARA ROSTAMIAN
anywhere, from any device. VICE PRESIDENT, SRS NATIONAL NET LEASE GROUP
I chose to make the switch to Apto because of how intuitive and user-friendly
the UI is. With Apto, I can be more analytical and focus my time and efforts on
what’s really going to generate business and help me build a pipeline.
ED MC SHAN
BROKER, SKYLINE REALTY
TRUSTED BY
SUMMER 2021 CUSTOMER SUCCESS REPORT
Real Estate CRM Software Category 6155
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Featured Testimonials
ABOUT BOOMTOWN
It’s so easy to look in the system, search a zip code, and let BoomTown spit out
possible leads that match your criteria. It even ranks those leads by who is most likely
going to take action. It essentially doubles the odds you’ll have a positive result.
MATT DELHOUGNE
BoomTown is a fast growing, BROKER/OWNER, RE/MAX VISION
web-based software company
specializing in an end-to-end
marketing solution for real estate. BoomTown gave us a way to organize the chaos. As leads come in, we tag and
This includes an in-house digital
segment them into different categories that allow us to manage them at
marketing agency for lead
different speeds.
generation, cutting-edge IDX real
estate websites, and a full-featured STEPHEN COOLEY
THE STEPHEN COOLEY REAL ESTATE GROUP
customer relationship
management system. Recently
ranked as the 8th fastest growing
software company nationwide on With the BoomTown Success Assurance program, I’ve been able to prospect so easily. These
people come into the system and I know whether or not they’re ready to buy right away. It’s just
the 2012 Inc 500 list, their flagship
the best CRM I’ve ever seen for staying in touch with clients and getting sales done without any
product is being used by
hassle at all.
top-producing real estate
HELENA TALBOT
brokerages and teams across the TALBOT GREENYA GROUP
country. BoomTown enjoys
success by combining nimble
management, a top-notch
technical team, and unequaled
BoomTown has differentiated us from other companies. We produce quality
customer service. leads to agents and they don’t have to spend hours and hours in front of a
computer screen because Success Assurance does it for them.
BOB CLARKSON
THE ALLIANCE GROUP
TRUSTED BY
SUMMER 2021 CUSTOMER SUCCESS REPORT
Real Estate CRM Software Category 763
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Featured Testimonials
ABOUT MARKET LEADER
Business Suite is the full package that an agent needs: the MLS, email
campaigns, marketing tools, and everything else also included with the Market
Leader solution.
STEVE FORBES
BROKER/OWNER, EXIT KING REALTY
Market Leader, founded in 1999,
provides innovative online
technology and marketing
solutions for real estate What is really awesome about Market Leader Pro is that it gives you the best of both
professionals across the United worlds; it’s an amazing contact management program, but it also has the extras that
States and Canada. The company a lot of others don’t, with the training, lead-generation tools, and campaigns.
serves more than 250,000 real AJ ACKERMAN
estate agents, brokerages and CENTURY 21 SUNBELT REALTY
franchisors, offering complete end
to end solutions that enable them
to grow and manage their
Market Leader allows me to keep track of contacts, email clients, place
businesses. Market Leader's
subscription based real estate
contacts on campaigns, and is easy to use.
marketing software including LARRY HAND
COLDWELL BANKER
websites, contact management, a
marketing center, and lead
generation services is powered by
Smart Lead Technology, and helps Market Leader offers the best value for a real estate website since it incorporates
customers generate a steady contact management and marketing materials. Now it is also facilitating social media
stream of prospects, plus provides and online marketing techniques to help every agent build a hyper-local business.
the systems and training agents ANITA SCHIMMEL
need to convert those prospects BERKSHIRE HATHAWAY HOMESERVICES ROCKY MOUNTAIN
into clients and meet monthly
transaction goals.
TRUSTED BY
SUMMER 2021 CUSTOMER SUCCESS REPORT
Real Estate CRM Software Category 841
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Featured Testimonials
ABOUT PLACESTER
The Codeless website editor offers flexible features that allow us to place things exactly
where we want them to be, apply our brokerage colors throughout, and so much
more. The ability to customize with Placester is absolutely essential for us.
Placester is helping the real estate SHAYLA BODY
CREATIVE DIRECTOR, ATOKA PROPERTIES' BLAKE
industry work smarter by building
software that moves the industry
online. Placester's mission is to
build software that enables real Initially, I felt that our brokerage only needed to have a website solution as a recruiting tool.
estate professionals to collaborate Truth be told, Placester has evolved into significantly more than just an excellent solution to
effectively, deliver outstanding recruit agents. As a brokerage, it has given us an incredible web presence and, more
importantly, has provided our agents with a platform to express themselves.
consumer experiences, and
CHANCE BROWN
ultimately grow their businesses
BROKER/OWNER, CB&A REALTORS
online.
Placester is the best platform I’ve ever used or researched. I’ve been talking to people
every day that were brand new, registering on my website. What I’ve done with
Placester, I can’t understand why anybody else wouldn’t do this as well.
JEFF NELSON
IXL REAL ESTATE
The IDX integration with Placester has made it extremely simple to call attention to
areas we conduct business in and seamlessly share all of our new listings to social
media. It has served as a huge driver of website traffic and assisted in generating leads
over time!
COOPER GLASS HOMES
TRUSTED BY
SUMMER 2021 CUSTOMER SUCCESS REPORT
Real Estate CRM Software Category 948
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Featured Testimonials
ABOUT PROPERTYBASE
Propertybase has given us the ability to completely manage and communicate with
our contact database. It’s like a treasure trove of contacts, they are always there and
updated. This allows us to keep our book full and keeps the pipeline growing.
KENDRA CLARK
SALES LEAD MANAGER, NEWBY REALTY
Propertybase — Real Estate CRM
and Marketing Platorm.
Propertybase is the leading Real With Propertybase, we can see all communications instantly, without having
Estate CRM Software (built on to over communicate, so the time savings has been outstanding for our entire
Salesforce.com), and is a turnkey ATM Team.
solution for Real Estate Pros, Real
BONNIE GLASS
Estate Brokers, Real Estate IN-OFFICE BUYER’S AGENT, THE ATM TEAM AT WEICHERT
Franchises and Developers. Our
Real Estate Software is designed to
meet the end-to-end needs of Real
Estate Pros, from managing your
There are no hidden costs in terms of ongoing maintenance, hardware or
leads to publishing your listings on software. Indeed there are significant cost savings in terms of ongoing
the web, and everything in maintenance, support, and upgrades—all of which are free to customers.
between. With Propertybase, CAROLYN LANCASTER
there's no need to invest time and VP MARKETING, DANIEL ISLAND REAL ESTATE
money in complicated, in-house
software that you have to purchase
and maintain. Instead, you simply We chose Propertybase because we needed a modern database solution, but we love it because
log in from any web browser, it was so easy for our team to adapt to. After years with systems that all worked differently and
anytime, anywhere, from any did not communicate with each other, it’s fantastic to have a solution our entire company uses,
computer or mobile device. from the front-desk to marketing.
Propertybase is used by over 1000 CHRIS DRURY
PRESIDENT, KIAWAH ISLAND REAL ESTATE
Offices in over 47 countries all over
the world. Join the Real Estate Elite
now!
TRUSTED BY
SUMMER 2021 CUSTOMER SUCCESS REPORT
Real Estate CRM Software Category 1045
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Featured Testimonials
ABOUT TOP PRODUCER Top Producer® CRM is a great program and is there for all agents no matter where they go. If
you decide to make a move, just change your logo and address in the program and you’re
done. Being held captive by a proprietary product isn’t in my best interest.
MARK SVRCEK
Top Producer is North America’s BROKER, RE/MAX REALTY SERVICES
leading provider of marketing and
lead generation systems for real
estate professionals, offering a full Manage your client relationships from first contact to closing and beyond with unique features
range of leading-edge, integrated like lead capture landing pages, Follow Up Coach, and Market Snapshot® reports. There are
contact management, lead lots of other systems out there, but they don’t do as much as Top Producer® CRM.
generation, lead incubation, JUSTIN GREEN
KELLER WILLIAMS SUNSET CORRIDOR
postcard marketing and web
marketing solutions.
I have enjoyed my Top Producer® since 1991. It has been so easy to keep up with my
client/customers all these year. I always placed their important dates in my database and was
reminded each day of their special dates. I was the top producer agent for many years with the
help of my Top Producer database.
LOIS SHAW
THE DIETER COMPANY
Absolutely love the CRM system. It’s actually easier to use and schedule
follow-ups on the fly than being at a computer. I use it constantly on my
iPhone and iPad. Amazing is all I can say.
DANNY FREEMAN
CRYE LEIKE REALTORS
TRUSTED BY
SUMMER 2021 CUSTOMER SUCCESS REPORT
Real Estate CRM Software Category 1195
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ABOUT ZILLOW PREMIER AGENT Zillow has provided me with a new avenue in my business. I enjoy how leads come in via email but also
directly to my phone via text, so I can call them immediately. The best part is the quality of leads, which has
been much better than other marketing websites I have paid for in the past. I am now in more ZIP codes
and spending more marketing dollars per month due to my success. Thank you, Zillow!
ERIC TONT
DWELLINGS REALTY GROUP
Zillow Premier Agent is designed to
connect agents with active buyers
and sellers to help them grow their Zillow’s Premier Agent program has been an integral part of launching my business and getting exposure as a real estate
agent. I got my first lead within 24 hours, and it led to my first closing a month later! The leads that I get from Zillow have
business, as well as providing them been from qualified buyers who are actively looking for property!! My Zillow sales representative is very friendly and helpful
with tools and resources to help — we have a close professional business relationship — and he is always there to help me with all of my advertising needs.
I highly recommend Zillow to any and all agents whether they are just starting out or looking to expand their business.
them convert those buyers and
sellers into lasting clients. Harness SHAUNA MULLINS
HIGH COUNTRY REALTY
the power of Zillow & Trulia
together with Premier Agent, your
partner for real estate success.
The Zillow Premier program has provided me with numerous leads I would not have otherwise
received. The Zillow Premier program has been an excellent source for new business especially
in a very difficult market. I cannot say enough about my representative, Jon - [he] is attentive
and responsive while offering excellent suggestions to enhance my effectiveness.
LAURA TOPP
BERKSHIRE HATHAWAY HOME SERVICES REALTY CENTER
The Zillow Premier Program is the best investment I have ever made in my real estate career! I started getting leads within
24 hours of going live. Within four months, I have written over 20 contracts – 17 came from Zillow. Within the four months
I have used Zillow, I have built a great pipeline of buyers and have listed three homes directly from Zillow leads. I owe my
success to Zillow and highly recommend it to anyone who is ready to quickly grow their business and get their brand
known!
BOBBY HARDING
KELLER WILLIAMS, KATY, TEXAS
TRUSTED BY
SUMMER 2021 CUSTOMER SUCCESS REPORT
Real Estate CRM Software Category 122021
SUMMER 2021
Real Estate
CRM Software
Category
SUMMER 2021 CUSTOMER SUCCESS REPORT
Real Estate CRM Software Category 1390
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Featured Testimonials
ABOUT CLIENTLOOK
We spent weeks looking at every CRM available and decided on ClientLook. It’s
so easy to navigate and they imported all my contacts and properties in a
matter of days. We made the right choice!
ZACHARY LEBEOUF
ClientLook is the unrivaled NEWMARK CORNISH & CAREY
commercial real estate CRM that
combines contact tracking, pipeline
management and a client Sign up with ClientLook! Seriously! Remember that the best CRM is the one that you will use, so subscribe to
collaboration portal with property a CRM that is easy to use, fully functional, and is 100% commercial real estate focused. ClientLook is backed
and listing management. It's the by some of the best people in the industry and was created specifically for commercial real estate
professionals. If this is your industry, choosing ClientLook is a must.
only all-in-one solution built solely
for the industry. Their intuitive BRAD FOX
SENIOR ASSOCIATE, NAI CAPITAL
design delivers a training-free
experience that is responsible for a
98% renewal rate. Subscribers are
supported by a team of Virtual I love the Virtual Assistant and the iPhone app. I solely access my business contacts
Assistants who provide data entry through the ClientLook app so everything stays organized in one place. The deal flow
and task completion services for and activities within ClientLook are also some of my favorite features.
free. ClientLook is the ideal KEITH KITEMANAGING
solution to help drive business PARTNER, COLDWELL BANKER COMMERCIAL
growth and efficiency within any
commercial real estate company.
I like that I can keep track of everything in ClientLook. If a deal gets derailed and then picked up again later, it’s nice to be
able to easily reference the previous communication about that deal. I make notes about my contacts, properties, and
deals as a way to capture the human part of the business. ClientLook is like my memory bank; it helps me to be present
with people and bring back the human connection that is often missing with today’s advanced technology.
JENN LIMOGES
BROKER, NAI CASCADE
TRUSTED BY
SUMMER 2021 CUSTOMER SUCCESS REPORT
Real Estate CRM Software Category 1458
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Featured Testimonials
ABOUT CONTACTUALLY
Contactually keeps me on track and motivated. It makes me accountable for
contacting potential clients on a daily basis. The email templates are a big
help and very user friendly.
SONJA ALDERSON
AGENT, PURPLEBRICKS
Relationships are your most
important asset. Grow them with
Contactually. Contactually’s
What our agents love about Contactually is its ease of use and that it
intelligent CRM combines the best
integrates with all the systems we are already using. The Chrome extension
data-driven business tools so you
can nurture those relationships by
has helped us streamline all our data and makes it easy for agents to sort
working smart and automating contacts.
where appropriate, but always RAQ QSAR
communicating in your own voice. CEO/OWNER, BOUTIQUERE
From our perspective, technology
doesn’t replace the human
element—it enhances it, so that My favorite feature of Contactually is the Best Time to Send feature. It scans your
you can spend more time being communication with a particular person and it analyzes when they’re more likely to open your
authentic with the right people. email, read your communications. So you’re usually getting a response during that time
because you’re catching them when they’re more active on their email.
LYNLEY MIDDLEBERG
BROKERAGE MANAGER, WILLIAM PITT SOTHEBY'S REALTY
In 2017, we sought out the best of breed in terms of CRM and other technology tools. We vetted
eight to 10 different solutions and Contactually came out on top. The open API was important
because we wanted a platform that integrates with other solutions. But Contactually’s
commitment to customer service was a driving force for why we chose them.
VIN SOCCI
CHIEF OPERATING OFFICER, WILLIAM PITT SOTHEBY'S REALTY
TRUSTED BY
SUMMER 2021 CUSTOMER SUCCESS REPORT
Real Estate CRM Software Category 1588
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Featured Testimonials
ABOUT FOLLOW UP BOSS
I’ve tried other CRMs but none of them could give me the simplicity and the
power and the ease of making it all just work. I just want to sell real estate and
Follow Up Boss has done that for me.
Follow Up Boss optimizes core PAUL REDDAM
sales activities for real estate OWNER, HOMESVILLE REAL ESTATE
agents and teams to help them set
more appointments and close
more deals with their leads, past With Follow Up Boss, it’s easy to track. With us, it’s not one or the other. They can work
clients and sphere of influence. personal business and team. But if they want to take leads from the company, they
They make real estate lead have to be making their calls and follow up through Follow Up Boss.
conversion and sales follow up
DEBRA BEAGLE
more efficient and automated, RE/MAX BROKER, ASHTON REAL ESTATE GROUP
resulting in their clients making
more sales and having the capacity
to grow their business in a calm
and organized way. Follow Up Boss
The thing we love about Follow Up Boss is the API integration with so
enables agents to deliver an many other systems. That's what makes Follow Up Boss so unique.
incredible customer experience at TRISTAN AHUMADA
the speed and volume that today’s CHIEF EXECUTIVE OFFICER, LAB COAT AGENTS
real estate businesses require.
The first thing I do is go in and type their name into Follow Up Boss and then I can see
everything. That's why I love the communication history, you can see every single thing. And the
fact that you can record a call is a game-changer. I'm a bad multitasker so instead of trying to
take notes on a call I'll just listen to that seven-to-nine-minute conversation so I know exactly
what we talked about and they think you're an expert.
BRANDON GRASS
TRUSTED BY
SUMMER 2021 CUSTOMER SUCCESS REPORT
Real Estate CRM Software Category 16220
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ABOUT IXACT CONTACT My husband and I love the IXACT Contact CRM service. It is an extremely easy contact management service to use. There are
hundreds of pre-written letters to buyers, sellers, fsbo, past clients etc that you can use to keep in touch with your database.
And the icing on the cake is their monthly real estate e-Newsletter. It's pre-written and you just send it out on the date that
you choose. When I send out my e-Newsletter, I have clients thanking me for keeping in touch with them.
EILY LIANG-BARTFAI
IXACT Contact is an easy to use RE/MAX REALTRON REALTY
cloud-based real estate CRM that
helps REALTORS® stay organized
and build lasting relationships. The
IXACT Contact is the easiest system ever! I like the tips that are provided each step of the way. It's like real estate CRM for
integrated solution offers three dummies. I love it! I am getting so much positive feedback and have already gotten a couple of leads! I’ll also never forget a
powerful elements including a real birthday, anniversary or any special event ever again! My clients say ‘How in the world did you remember that?’ I just smile
and say I have a little help. Having this system is like having an assistant! I love IXACT Contact!
estate CRM, email marketing
BIRGIT DUGAN
platform, and mobile-friendly
COLDWELL BANKER RESIDENTIAL BROKERAGE
REALTOR® website all for one low
price. With IXACT Contact, real
estate agents can convert more
IXACT Contact is more than just a CRM. Their product also offers email marketing and a
leads into clients and attract more
monthly e-newsletter. Just as importantly, IXACT Contact can sync with any Smartphone
referrals and repeat business.
(working with the phone’s address book, calendar, and task list) as well as with Microsoft
Outlook and Mac Address Book.
EMILY WILLIAMS
RETECHNOLOGY
IXACT is such a simple, yet powerful CRM. It really keeps me on track, staying in touch with
prospects, knowing what I said last and when, providing a great newsletter without any effort
on my part, and so easy to navigate. It's very user-friendly and I love the automated marketing
campaigns. Plus the price doesn't break the bank!
TONYA CHRISLU
HOMESMART
TRUSTED BY
SUMMER 2021 CUSTOMER SUCCESS REPORT
Real Estate CRM Software Category 1786
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ABOUT INSIDE REAL ESTATE
My agents love it. The round robin is great. It makes sure everybody has plenty
of leads, but if an agent wants more, they can turn up the volume and do their
own campaigns.
Inside Real Estate provides the KEVIN B.
most complete online tool for Real BROKER/OWNER, BERKSHIRE HATHAWAY
Estate Agents. They leverage all of
the latest web technologies to
create Professional Blog-Based
The Smart CRM is so smart. It watches people interacting on the website and
Real Estate Sites that allow you to
then texts and emails them and it makes me look really tuned in. It gets them
achieve higher results. They go far
beyond just providing a tool, engaged. It does more than get leads. It converts leads.
though, as offices can bring their CHARLES R.
AGENT/TEAM, INDEPENDENT
trainers in for direct, personalized,
in office trainings.
Deploying kvCORE in our brokerage has proven to be a breathe of fresh air, especially for our
teams. The platform empowers our top teams with best in class lead generation & client
nurturing tools while providing a scalable and flexible solution that can accommodate the
unique needs of our brokerage.
MARK STEWARD
VICE PRESIDENT OF TECHNOLOGY, BAIRD & WARNER
[kvCORE Platform] serves all [of] a brokerage’s needs, and those of its teams and
agents, in one complete system. In an age when brokerages find it difficult to provide
value to agent teams under their umbrella, kvCORE does this for them in spades.
REAL ESTATE NEWS FOR REALTORS AND BROKERS
INMAN
TRUSTED BY
SUMMER 2021 CUSTOMER SUCCESS REPORT
Real Estate CRM Software Category 1893
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ABOUT LASSO CRM
Lasso understands our business. It's easy to use and support is always right
back to you! They do a great job and we are super pleased with having Lasso
as a tool to support our sales and marketing team!
LORNA GILROY
Lasso is the leading provider of ASSISTANT SALES MANAGER, BEDROCK HOMES
“cloud-based” CRM software
designed exclusively for new home
marketing and sales. Home
It really is all that you need to make sure that no potential homebuyers fall
builders, real estate developers,
through the cracks. It's efficient and well-designed, easily the best CRM I have
and new home agencies use Lasso
CRM to radically improve lead
ever dealt with!
management, convert more GREG ZINN
BAESSLER HOMES
prospects to buyers, and sell their
communities faster, easier, and
more profitably. The company’s
software is deployed on thousands Lasso helps me keep on top of activities and when to follow up with prospects.
of diverse residential I’m able to add notes and information about prospects for easy recall.
developments including single
BRENDA BUTKEVICH
family and master planned HOMES BY AVI
communities, urban high rise
condominiums, suburban
townhomes, and global destination
Lasso has made it easy to keep our company, brand, and services in front of our prospects.
resorts. Lasso CRM is designed for
Also, the email notification feature when a customer is on the website is a huge help. As a
ease of use and rapid deployment general brokerage firm, Lasso has worked with us to create several different campaigns/projects
to maximize each client’s ROI while tailored to our needs.
reducing their technology and JEN BARKAN
financial risk. ROSE & WOMBLE REALTY
TRUSTED BY
SUMMER 2021 CUSTOMER SUCCESS REPORT
Real Estate CRM Software Category 1921
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Featured Testimonials
ABOUT REALNEX RealNex is proven to be a powerful tool that our firm uses to help with the day-to-day activities related to our core business,
tenant representation. Having a central place to go to find company and client information is invaluable. RealNex collects
data from current and past transactions and we are now starting to analyze this information to identify success trends
inside of our organization. We are very pleased with the results thus far and very excited to experience the technological
advances to come.
COREY L. FERGUSON
T. DALLAS SMITH & COMPANY
RealNex is a commercial real estate
technology company focused on
providing data management,
RealNex has played a monumental role in marketing our commercial properties. We love that
analytic, and marketing tools to the email blasts are completely customizable and are seen by such a wide network of potential
enhance productivity. The RealNex buyers. RealNex makes it easy to gather intel and track results, plus their customer service is
Suite features three principle outstanding!
components that, when combined, GARY GALLELLI
take CRE professionals through an PARTNER, MANAGING DIRECTOR, GALLELLI REAL ESTATE
entire deal cycle. CORE, as the
central hub, manages people,
property and project information. The depth of features included in the RealNex Suite of products is unbeatable for the price. The toolkit of CRM, investment
property analysis and reporting, Deal Rooms and marketing is unsurpassed. I can do it all from one platform, what a
CORE includes the RealNex CRM
time-saver. Whether I'm on my laptop, Andriod tablet or iPhone I have access to all my contacts, property information,
and transaction management sales comps and documents. The new Marketplace listing platform and email campaign manager just added an additional
platform. Next, MarketEdge benefit for my marketing efforts. As a small brokerage I am always looking for ways to streamline workflows. This platform
permits me to operate with greater efficiency and control in my brokerage business. Thanks, RealNex!
leverages the data in your CRM to
KEITH R. AUTEN
produce cash flow projections, DCF
OWNER/BROKER, AUTEN REALTY
analysis and ROI.
Using RealNex as our company’s CRM has allowed us to be more proficient in the deal making process. We can go to a
property record, create a project and/or listing, create the OM and other marketing materials, send the materials from our
dashboard and use our deal room for all due diligence materials, agreements and images, putting the entire transaction in
one location. We can even set different levels of security for the documents to ensure only the correct people are getting the
right documents. Thank You RealNex!
DAVID K MONROE
PRESIDENT/COO, THE ANDREWS GROUP
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ABOUT REFERRAL MAKER PRO
Been with the Coaching program since September, been in real estate sales for
2 years, 38 referrals this month, best month ever, on track for 100 units this
year! Thank you!
BRENT DANA
Buffini & Company is the largest RE/MAX PROS
real estate training and coaching
company in North America.
Founded by industry expert Brian I signed up for coaching as soon as I got into the real estate business. My coach really helped me put lead generating
Buffini, the company provides its systems in place, and she hasn't been wrong yet! During my first year in the business I closed 13 deals and made $67,000;
my total volume was $1,899,800 in sales. In the first seven months of my second year I've closed 16 transactions and have
Members with systems that 11 currently pending. My sales volume is $11,283,000 and my income is just shy of $250,000! Not to mention, this is all
facilitate the fundamentals of happening in a crashing market where other Realtors are failing and leaving the business. My Coaching costs are well
worth it!
working by referral. Their unique
and highly-effective lead KEVIN MUNDAY
ROYAL LEPAGE DESERT OASIS REALTY
generation and coaching systems
have helped entrepreneurs around
the world improve their business,
Coaching is the source for the underlying confidence I have when I need to make the tough decisions regarding my
increase net profit and enhance
business, my life, and holding myself accountable. I've watched my business grow from having one assistant to becoming a
their quality of life. Wondering high powered team and now co-owning a multi-office real estate company with a dominant market presence. Along the
where next month's business will way I have permanently given up working Sundays, take 12 weeks of vacation a year and have a life of incredibly fulfilling
personal relationships. Buffini Coaching, along with its accountability, marketing tools and their personal stake in our
come from? Most real estate sucess enables my world to continuously move forward.
agents end up relying on passive
KEN PECUS
methods to find business or rely ASCENT REAL ESTATE
on word-of-mouth for accidental
leads to come their way. The
solution is having a system for lead
It was the power of focus that allowed me to work and go to school at the same time. I also
generation! Referral Maker PRO flexed my "no" muscle a lot. The scheduling was the most amazing part of the whole Buffini &
uses Brian Buffini's proven lead Company program, I was able to have a great year in real estate while also taking on an intense
generation formula to help you MBA program.
systematically generate more KIM MCATEE
predictable leads. AGENT, COLDWELL BANKER RESIDENTIAL BROKERAGE
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ABOUT WISE AGENT Wise Agent was created for property professionals who now can have a 360-degree view of the relationship
with their clients, from marketing campaigns to the sales cycle and the subsequent support. It's simple to
use and ideal for my clients. The implementation, support and professionalism of [the] Wise Agent team
were incredible and I know that my clients will be very happy for years.
IAN KERINS
FOUNDER, THE HAPPY GEEK
Wise Agent is an intuitive client
influenced CRM and Real Estate
software company. Built and loved
Wise Agent's new Lead Automation is why we refer them to everyone. They make it simple to import and
by agents all over the US, it's no
distribute leads immediately, email or text them automatically, and convert sales better than anything I've
wonder why they're the most seen. Since we create Email Marketing Touch Programs for top agents and teams nationally, we've come to
coach recommended CRM in the know Wise Agent as a leader in real estate automation tools.
industry. Wise Agent helps Realtors RICHIE LASER
become Pros by automating their CEO, FOLLOW UP RESULTS
leads, responses, appointments,
and transactions with free training
and 24/7 Customer Support We use Wise Agent for lead distribution to our team. It is very affordable compared to others.
included. What I like most about Wise Agent is that when you call, they answer the phone and help talk
you through whatever you need. The customer service is amazing, and its software is very
user-friendly.
ALLEN DIETZSCHOLD
EXECUTIVE BROKER, EXP REALTY
As a company we open handle around 250 transactions a month and are averaging 150
closings a month. I can say definitively there is no way we could do this without WiseAgent. It is
truly our lifeline and allows us to handle each and every transactions with the same precision
deal after deal.
ANNA LOVEC
BROKER/OWNER, THE ALCHEMY COMPANY
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CRM Software
Category
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ABOUT ASCENDIX Deploying AscendixRE CRM for Dynamics CRM increased the adoption of our CRM solution by
making it more relevant and able to manage the specific commercial real estate data necessary
to run our business. Moreover, we were able to bring this rich set of features/functionalities to
market in months as opposed to years if we had tried to develop it ourselves.
AscendixRE is a commercial real CHAD LINDSEY
VP GLOBAL IT, JONES LANG LASALLE
estate CRM that is available on top
of Salesforce or Microsoft
Dynamics 365. Manage your
properties, leases, listings, deals, The Ascendix team brings the best of both worlds; knowledge about how the Real Estate
business process works and a Microsoft Dynamics CRM tool customized specifically for Real
contacts, accounts, activities in one
Estate firms. This combination has benefited Highwoods in implementing a CRM solution that
place and from anywhere. Intuitive
brings instant value to the business users.
deal flow, interactive stacking
ART MCCANN
plans, advanced search, CHIEF INFORMATION OFFICER, HIGHWOODS PROPERTIES
commission calculations. We have
no user minimum for our
Salesforce version, and individual
brokers love it.
The system is unlike any other; it keeps track of deals, communications, and
knowledge specifically tailored to the real estate industry, putting our brokers
ahead of the competition.
SAIMIR QALLIU
LEAD FOR THE INDIANA OFFICE, COLLIERS INTERNATIONAL
The combination of the Power platform, Dynamics 365, and the Accelerator is really enabling
Campus Management to bring a next-generation set of features and functions to the market
that are highly relevant, and we think it addresses the modern problem facing institutions
today.
MARK ARMSTRONG
CHIEF STRATEGY OFFICER, ANTHOLOGY
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ABOUT BRIGHTDOOR
BrightDoor offers the perfect integration of real estate customer relationship
management with best-in-class sales and marketing applications.
TYLER NIESS
CMO, CRESCENT COMMUNITIES
BrightDoor creates remarkable,
easy-to-use sales & marketing With BrightDoor Engage kiosks located throughout the Greenbrier Resort we are able to better
software for the real estate track our clients, manage our data and drive our brand. BrightDoor’s partnership has helped
industry. BrightDoor is a us embrace the world of CRM and real-time marketing with confidence, style and results.
venture-funded company that was JOHN KLEMISH
BROKER IN CHARGE, GREENBRIER SPORTING CLUB
founded on a singular premise:
With superior technology tools in
their hands that were tailored for
their unique needs, real estate BrightDoor pulled it all together for us. We now have full integration of our marketing
sales and marketing professionals and data management across our key touch points. And the support team is simply
could reach untold (and aces. They’ve made both the training and the technology fun and meaningful.
yet-untapped) potential. It’s no GAYE ORR
wonder so many home builders, PRESIDENT, COLDWELL BANKER ADVANTAGE NEW HOMES
real estate developers and
brokerages rely on BrightDoor to
open new doors for them. Because BrightDoor Mobile allowed us to quickly and affordably stage a native mobile app experience
it’s software built specifically for for Palmetto Bluff. Not only does it let mobile users quickly access our available homes and
the way real estate pros think, homesites, but features like push notifications allows us to keep prospects and owners in touch
work and excel and for the way with our sales heartbeat.
their prospects buy. COURTNEY HAMPSON
VP OF MARKETING, PALMETTO BLUFF
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ABOUT REALHOUND REALHOUND ROCKS! Finally, we no longer have to navigate multiple software products to manage contacts, inventory,
analysis, and calendar. REALHOUND is the one program that does it all, PLUS mapping, photographs, and
presentation-quality reports. It defines relational databases, and is the hands-down best program for managing our
business. Your experience, creativity, and GREAT support are what really make this product shine.
DALE THOMSEN
TRANSACTION COORDINATOR, CBRE
Realhound, bringing your world
together! Laptop, Desktop, iPad or
iPhone. Whether you are at home
REALHOUND has been a true marketing and data powerhouse for our retail team at Colliers International. Five of us utilize
or on the go Realhound is the Real
the software for our landlord marketing campaigns, reporting and tenant representation site selection process.
Estate CRM solution you have been REALHOUND always syncs flawlessly within the team and increases our productivity by avoiding redundancies and utilizing
waiting for! Realhound Real Estate existing broker/client relationships. I would, and have, recommended REALHOUND to my colleagues and any one else in
commercial real estate.
App is the best CRM app for
SHAWN S. SMITH
Property Owners, Managers,
VICE PRESIDENT, COLLIERS INTERNATIONAL
Brokers or Corporations to
manage all your contacts,
properties and notes, all in one
My team and I have been using REALHOUND for the past year. I enjoy the many features
place… all for the amazing price of
REALHOUND has to offer and I think it’s been a great tool in helping develop my real estate
$20 per month. No other CRM
business. This program allows me to manage property data, contacts, leads and comparables
offers this amount of functionality all in one database. It’s easy to use and I highly recommend the software!
specific to real estate for this price!
JAMES DEVINCENTI
SENIOR VICE PRESIDENT, MARCUS MILLICHAP
Dear REALHOUND, I am finding that your program allows me to guide my clients through a significant
amount of real estate product in a very short amount of time. With the program, we can review with
pictures, evaluate locations and read over relevant information regarding a specific property with our
clients thereby developing a strategy to a specific path towards a transaction. Great job!
CASEY T. GALLAGHER
CBRE
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ABOUT REALVOLVE
Realvolve is THE best tool that I found to streamline my systems and real
estate consciousness. It's deeper and more robust than the many glorified
Rolodex CRM platforms out there but it's become the backbone of my
business.
Realvolve is the new standard for
JACK ATTRIDGE
real estate technology. Their
WILLIAM RAVEIS REAL ESTATE
software-as-a-service blends
elegant design, emerging
technologies, and practical,
thoughtful features. Real estate is Realvolve is the only CRM I have eyes for. It's the best platform to help get me
all about people. Realvolve keeps organized, and on point with helping my clients. There is no other CRM for me.
you connected. Real Estate CRM to ROSEMARY BUERGER
Build Your Business So You Can BROKER ASSOCIATE, ERA STROTHER REAL ESTATE
Build a Life. They have a
responsibility in everything they
put out, from the aesthetic & I have been waiting for a CRM tool that goes beyond a mere address book. Realvolve helps me
behavioral quality of their product build stronger and lasting relationships - the foundation of my business. Realvolve is for the real
to every word they speak and write estate agent who strives to create a professional and exceptional business practice.
because products used every day ROSE LINDA GONZALES
have an effect on people and their DILBECK REAL ESTATE
well-being.
We love Realvolve because of its functionality, easy to use and accessible from
our phones. It gives us more time to focus on our clients! Highly
recommended.
CHERIE MOORE
BERKSHIRE HATHAWAY HOMESERVICES
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ABOUT RETHINK From the start, Rethink took a consultative approach, really taking the time to understand our business and
objectives. Rethink has become the core foundation of our technology stack - a central hub connecting our
broader marketing and client engagement technology suite. The overarching result has improved office
harmony, accountability within our team, and overall a better experience for our clients.
GREG BROWN
NAI DILEO-BRAM & CO.
Rethink is powered by the idea that
commercial real estate is the
catalyst of opportunity and We were really thorough with our CRM evaluation process. Our goal was to find a platform that everyone
economic growth. The Rethink could and would use, even the guys who don’t like to organize their data. Our CRM had to be extremely user
friendly to get our brokers hooked. We’ve added Rethink licenses since implementation, which has been
solution combines the leading driven by brokers seeing other brokers in the office finding value in Rethink almost immediately.
commercial real estate CRM with
TOM ISOLA
hands-on customer success and LEE & ASSOCIATES-L.A. WEST
seamless integrations to industry
leading tools. This gives CRE
professionals unparalleled insights
I love the Outlook integration because I can just click right in Outlook to add a
and competitive advantages in
their markets. The Rethink vision is contact to Rethink. I can do whatever I need to do without getting bogged
to be the future of CRE down and off focus.
dealmaking. ANTHONY PALUMBO
VICE PRESIDENT, IMPACT COMMERCIAL
As a workflow tool, it’s great. We might have 10 people all working on the same deal or property — putting
information in, making notes, changing things, updating — so we’ve got a lot of triggers to notify us about
certain activities or timelines. Rethink keeps things moving smoothly but it also pulls key information into
the reporting dashboard, which gives us visibility we never had before.
SARA WERGIN
DIRECTOR OF SELF-STORAGE SOURCING, NORTHPOINT DEVELOPMENT
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