What good are your leads if you can’t talk with them? Most agents spend an inordinate amount of time chasing the people they want to talk to. More often than not, you never connect.
Not only does EngageCRM helps you keep track of your connections, it actually helps you get MORE live conversations! It’s a fully functional conversation starter and manager for all your connections, leads, clients, and beyond.
Easily record and review notes and conversation history with your contacts. Maximize your time by cherry-picking your most qualified leads for follow-up via phone, text, and email. Call-Assist helps you power through your list – record call outcome, schedule the next callback, and move on with one click!
Leads are useless without personal conversation. It’s way more effective than one-way email or text updates. But do you have the time to chase every lead for one-on-one conversation? Wouldn’t it be easier if you could get them to contact YOU?
EngageCRM’s Conversation Engine uses cutting-edge technology and social behavior research to help you create more personal conversations. Simply add leads into an automated, multi-channel follow-up & conversation sequence specifically designed to nudge leads to contact YOU, ready to talk!
The Conversation Engine is included with EngageCRM! *
(Want to use your own CRM? No problem! With our “Bring Your Own CRM” approach, we flow the leads directly to your CRM of choice. And if you want to switch to EngageCRM, we offer a free lead import service, potentially saving you thousands over competing CRM services.)
* Some messaging functions (e.g. text messaging) require a dedicated virtual phone number. The base activation fee is +$25/month. Join our Success Coaching Path for only $48 (one-time) and get the phone number for a full year. Additional usage fees may apply. Ask your Success representative for details.
Power through your calls with EngageCRM Call-Assist.* Scheduled Call Blocks auto-load non-responsive leads into your dialing queue. Connect automatically without looking up numbers or email addresses. Schedule callbacks with one click and instantly move on to the next call.
Autonomous sequences do the work to open dialogue and nudge leads to contact YOU. Pre-program your customized sequence across email, SMS, and ringless voicemail using our templates or your own content. When leads respond, the automated sequence stops and hands the conversation over to you.
Track, manage, and assign lead-related tasks for yourself and your team. Create single to-dos and/or complete Action Plans (with any number of included tasks) and keep everyone up-to-date on what needs to be done next.
Easily set permissions for everyone on your team to all areas of the system. Assign leads to team members based on a rotation, lead type or from a specific ad campaign. Track and record everyone’s progress and contacts.
You can add new leads through direct integration with popular lead capture platforms, including Facebook, Google, Zillow, and Realtor.com. Run your own campaigns, or get help from our team of experienced Google and Facebook specialists to get the leads for you.
Complete Conversation History is recorded in each lead record – view at a glance everything the lead has received and how your conversation unfolded. Record your calls to share information or improve your phone technique! Assign leads and tasks to team members, manage progress and share results.
Callbacks, Appointments, and Deadlined Tasks all appear on your calendar. Two-way sync with Google Calendar ensures appointments are visible on your daily schedule. If you’re calling leads, schedule Call Blocks to auto-load the latest leads into dialer.
Automatically finds and displays your prospects’ photos and contact information from their social profiles on Facebook, Twitter, Pinterest, and more.
* EngageCRM Call-Assist requires a dedicated virtual phone number. The base activation fee is +$25/month. Upgrade to our full platform and get the phone number for a full year for only $48 (one-time). Additional usage fees may apply. Ask your Success representative for details.
Say goodbye to usage anxiety! With our Unlimited Conversations option, you can communicate across every channel (phone, text message, email, Messenger, etc.) with new and returning leads. As long as your contact continues the conversation, you can message them with no additional usage charges.
Unlimited Conversations with up to 100 leads/month are included when you upgrade to our full platform! Ask your Success representative for details.