CRM For Brokers

Manage agents, distribute leads, build relationships

 


Dashboard

Get quick insights on your website and easy access to popular features.

ONBOARDINGQUICK ACTIONSBROKER SETTINGS

 

 

 

Agent Management

Add, edit, and manage all the agents on your team.

VIEW AGENT LISTADD & REMOVE AGENTSIMPORT AGENTS

 

 

 

Agent Groups

Organize your team and send leads to the right team members.

CREATE AGENT GROUPSDISTRIBUTE LEADS

 

 

Agent Lead Routing

Automate your lead distribution with simple and complex rules for routing leads from all of your online sources.

INTEGRATE LEAD SOURCESCREATE LEAD RULES

 

 

Lead Management

Learn more about lead preferences and track follow-up actions as you guide them through your pipeline.

IMPORT LEADSASSIGN LEADSNOTESTASKS & REMINDERS

 

 

 

PLACESTER PLANS

Nurture leads with one-time and drip emails

 


Autoresponders

Automatically respond to website leads with messages personalized to their needs.

RESPOND INSTANTLYCREATE CUSTOM

 

 

Drip Campaigns

Automatically nurture and convert longer term leads with multi-step email campaigns.

SELECT CAMPAIGNCREATE CUSTOMTEMPLATES

 

 

 

Email Blast

Learn more about lead preferences and track follow-up actions as you guide them through your pipeline.

BUILD LISTTEMPLATESREPORTING

 

 

 

Email Signature

Promote your brand by adding a custom signature to every blast, drip, and autoresponder email.

CREATE SIGNATURESAMPLE SIGNATURE

 

PLACESTER CONTENT
(ADD-ON)

Market your expertise with our automated blogging services add-on

 


Content Library

Put your blog on autopilot with personalized, professional blog posts written by our experts.

BROWSE POSTSDYNAMIC FIELDSSEO FRIENDLY

 

 

 

Autopublish

Automatically publish and share new blog posts from Placester’s Content Library.

AUTOPUBLISHSHARE ON FACEBOOK