User-Friendly Dashboard • One-stop destination to manage all daily activities. • Provides insights into leads, commissions, and cap progress. • Easily navigate to active transactions. • Easily track your tasks - Today, Overdue, All • Activity feed of clients’ actions.
Feature Rich Contact Management • One hub for all communications, tasks, and notes with the contact record. • Analytics on specific contact activity (e.g., number of favorited properties, property views, lead score, searches). • Customizable fields, stages, tags, task types, etc. so your CRM fits your unique approach to the real estate business. • Build your list of important dates to track for your clients (e.g., birthdays, purchase anniversary, anything). • Deep filtering capabilities. Apply your logic filters to almost any field in the database. Then, save those filters for future use to make pulling up lists of filtered contacts fast and straightforward. Broadcast Messages • Send email, text messages, video emails, video texts, and property blasts. • Duplicate your most successful messages to use again and again to continue growing your sphere and clients. • Want to create something and come back to it later? No problem! The platform has a draft message capability. Recommend a Property • Help your client by recommending and sending properties they may not even be thinking about. • If you favorite a property on their behalf, they’ll be notified via email with the property details. • See any properties your clients have favorited during their web searches. Lead Providers • Connect your Facebook account to retrieve Facebook Lead Ads submissions. • Use Zapier to connect to third-party lead generation providers. • Trigger Campaigns for fast lead follow-up and nurturing. Marketing 24/7 • Create customized dripmarketing campaigns (either entirely yours or use one of the campaign templates). Leverage the power of fully editable email, text, and videomarketing campaigns. • Track your follow-up tasks in each campaign to add a personal touch. • Add your contacts to a campaign specifically or in bulk. • Create your own templates.
Transaction Management with Ease • Intuitive and easy-to-navigate transaction views. • Seamless connection with CRM for contacts. • Effortless property data connections with MLS data.
Video Messages - Make it Personal! • Record and send your video messages to a single client or groups of clients. • Save any message for future use. • Create your schedule for sending videos to leads and clients. Neighborhood Alerts • Create a saved search for your clients so they can review updates on properties of potential interest. • Select property criteria based on deep location, property features, schools, and other criteria. Unlike other services, you won’t be restricted to sending a subset of the MLS to your clients. • Choose whether your clients receive all listings or listing based on MLS status. • Copy yourself so you know what your client is receiving. • Choose the alert send frequency. • Map-based polygon search capability. Draw the specific boundary around the area you want the client to receive updates. Customize Your Website • Use a template or customize your own. • Use your vanity domain. • Create and edit your pages and navigation. • Create property carousels, community pages, blog posts, and more. • Add testimonials. • Decide when and if you want a client to register. • Websites have full MLS and state-compliant displays of your local MLS data. In addition, team sites offer team-specific lead routing.
Inbox • One centralized space for communication with contacts and teams.
Social Boost • Automatically create a Facebook lead generation ad in minutes. • Collects contact information such as name, email
address, phone number. • Generates lead counts.
Robust Help Center • Video Tours • Fast and straightforward walkthroughs to help maximize learning and time spent in the system.
FathomRealty.com | Jan 2022 | © Fathom Realty
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