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Crest Mortgage CRM

Managing leads is now as simple as the tap of a button

Managing leads is now as simple as the tap of a button

Crest Mortgage CRM

by Big Purple Dot
Crest Mortgage CRM
Crest Mortgage CRM
Crest Mortgage CRM

What is it about?

Managing leads is now as simple as the tap of a button. Gather leads from Zillow, Trulia, phone calls, and more into one convenient application. Created by real estate professionals for real estate professionals; this app helps connect users to leads and turn those leads into clients. Simply register for an account to get started. Sync all your contacts and preferences for easy lead management on the go!

Crest Mortgage CRM

App Details

Version
5.1.1
Rating
NA
Size
144Mb
Genre
Business Productivity
Last updated
November 6, 2024
Release date
November 8, 2019
More info

App Store Description

Managing leads is now as simple as the tap of a button. Gather leads from Zillow, Trulia, phone calls, and more into one convenient application. Created by real estate professionals for real estate professionals; this app helps connect users to leads and turn those leads into clients. Simply register for an account to get started. Sync all your contacts and preferences for easy lead management on the go!

Features:
- Create and start open houses to catch leads (iPad only)
- View new leads the instant they enter your system
- Add new contacts or edit existing contacts
- Add agents or lenders to a contact for collaboration on a lead
- Update your team on your leads through notes and status tags
- View updates from collaborators through the newsfeed
- Send and view documents
- Create events to add to your calendar
- Check off or add tasks to your task panel
- View all calls made in and out of your tracking numbers
- Listen to recordings of incoming calls to catch all details pertaining to a lead

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