Agent CRM

Looking to take your real estate business to new heights? Check out our Real Estate agent CRM! This powerful system will help you keep track of leads and integrates with your professional website. With IDX integration, you’ll be able to easily manage your online presence like a pro. So why wait? Get started today and see the amazing results for yourself!.

IDX Integration 

Your website is the first impression many of your potential leads will have of you and your business. Having a high-quality, well-designed website is essential to building trust and credibility with prospects. But if your website is only a static brochure, it’s not doing its job. You need a website that’s interactive and informative, one that captures leads and nurtures them until they’re ready to buy or Sell.

That’s where Agent CRM IDX Integration comes in. Our software integrates your IDX website with your CRM, making it easy to manage your entire online marketing funnel from one central location. No more siloed data or duplicate work – with Agent CRM IDX Integration, everything works together seamlessly.

    Business Dashboard

    With the Business Dashboard, you can see all of your important metrics in one place. 

    • Track teh percentage of leads with activity in the last 30 days
    • Track the percentage of leads with email subscriptions
    • See all teh leads in your funnel and monitor their progress towards closing
    • Learn which of your lead generation channels are producing the most leads
    • See your tasks tht are due today and other tasks scheduled for the week

    Tools To Help You Close

    The Business Dashboard is the perfect way to keep all of your business information organized and accessible. With its smart and simple features, you’ll be able to stay productive while staying out of your way.

    • Keep all your tasks in a sintle To Do list
    • Sync your tasks with your Calendar
    • Create Tags to track, filter, categorize and instantly find your leads
    • Locate tasks or groups with a variety of filter options
    • Use Filters to make changes & updates to multiple leads at once
    • Track the stage of every lead with Pipeline Status to prepare you next steps

    More Mobile Power

    Optima Leads is the perfect mobile app for real estate agents on the go. Stay on top of your tasks with access to Agent CRM features, and get leads while you’re out and about.

    • Add & update the Lead Stage in lead record as you move them closer to closing
    • Add & updated Tags in lead record to easily find them using filters
    • Add notes with automatic time stamps & review them in your lead’s History view

    A Complete Email Tool Box

    The Email Toolbox is the perfect way to engage with your leads, build trust, and grow relationships. With a variety of email marketing tools at your disposal, you can easily create tailored messages that will resonate with your audience.

    • Send newsletters or other custom email content to leads you choose
    • Recognize your leads’ birthdays & closing anniversaries with ready-to-use, automated emails
    • Use a drag-and-drop editor to quickly build emails with images & embedded videos
    • Add images from a stock image gallery
    • Emails are sent from your own email address to help avoid spam & junk email filters
    • Track your email performance metrics

    Even More Features

    Premium Property Search


    Optima Leads

    Marketing Automation

    Features are part of optional Premium IDX add on to website design. Agent or Broker must have an active MLS subscription,
    additoinal fees may be charged from MLS systems for access.