REfindly Help Desk

Integrate API with Zapier so clients can feed leads into CRM from any source

Add the ability to have a “new lead email”, which will send out a standard email to new leads that lets them know about the agents website and contact information as well as gives them their login information/url to the site.  This could be toggled on or off by the client in the admin section and can be setup per lead source (So some lead sources get a different email than others, or not at all etc..)

Support for third party email services such as MailChimp and Constant Contact.

Agents can send direct mail from the CRM.

A native mobile app for REfindly's CRM.

The CRM will alert agents in real time of tasks and reminders within the system.

When you receive leads from either of these three services they will automatically be inserted into our CRM.

Leads originating from REfindly's Lead Generation product are sent automatically to REfindly's CRM product.

Email contacts can be associated with a lead.

Autonomous and lead specific communication and task creation on the agent's behalf.

When leads search for homes using the Map view, nearby businesses and recreation facilities will display near homes matching their search criteria. 

When leads are browsing homes on the Map view, they can enable a filter to overlay subdivision and community boundaries. 

Brokers can favorite agents to show prominently on their agents page.

Agents can manually choose home listings to feature, use their agent MLS ID, use their broker MLS ID, or any combination therein to set listings to feature prominently on their IDX website.

Agents can add a page to their IDX website where they can list their preferred vendors.