Web Based CRM System


Real Estate CRM (Add On)

REfindly’s Customer Relationship Management (CRM) platform alleviates the challenges faced by real estate agents and brokers by delivering a complete solution. Mastering the art of client relations can be demanding; maintaining communication, organizing contact data and correspondence, and managing daily activities require a vigorous program that allows you to achieve your goals. REfindly’s dynamic CRM combines your client database, contacts, and leads using state-of-the-art technology. Develop stronger, longer-lasting relationships with an automated program designed to perform for you and your team.


Efficient Activity Feed

REfindly’s CRM tracks your prospect’s activity from the initial search to the closing of the deal. Monitor your current leads, touch points, emails, phone calls, contact notes, and clients’ search histories with efficiency. Refindly organizes your data in chronological order, increasing accessibility with a simplified approach to customer relationship management. Strengthen your business and stay connected from any computer or mobile device. Devote your time to prospective clients and allow REfindly to arm you with the knowledge and insight essential to closing every deal.

Automatic Lead Distribution & Management

REfindly simplifies your workspace. Eliminate the need to sift through a cluttered desktop as you search for notes. Stop scrolling through hundreds of emails and phone logs to locate contact information. REfindly systemizes lead distribution and management by automatically placing new leads into your follow-up timeline as they flow into the system. Leads can then be distributed to your team members, grouped into categories by level of interest, and filtered based on location or date. Allow REfindly to help you take charge of your client base.



Web Based Email Client

REfindly’s web based email client collaborates with popular email services such as Gmail, Yahoo, Outlook, and Live. REfindly also has the ability to IMAP any other email provider directly into the system for seamless integration, allowing you the flexibility to maintain contact with anyone. Leads will no longer need to be shuffled from one database to another. Streamline your workflow with one simple email solution.

Web Based Calendar and Tasks

REfindly’s integrated calendar works flawlessly with your follow-up timeline to effortlessly manage your tasks. Contact notes, calendar events, appointments, and meetings are all loaded into one simple platform. REfindly’s calendar and task manager organizes your busy schedule, affording you the opportunity to focus on your business without the added stress of planning your future agenda.



Automated Time-Based Drip Campaigns

REfindly’s specialized time-based email drip campaigns have been developed specifically for top-producing real estate agents. This system comes equipped with preloaded campaigns focused on home buying, selling, and foreclosures. General reminders and emails designed for past clients are also available, ensuring continuous contact. Focus on prospective leads while nurturing relationships with established clients simultaneously. REfindly’s email drip campaigns place you at the forefront of a prospect’s mind.