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Prospects CRM™ helps you organize your database to stay top-of-mind with high-impact, automated engagement tools and playbooks for every sales stage and follow-up type. It’s the only agent CRM fully integrated with your contacts, calendars, and multiple listing services data to save you time and help accelerate your business.Nurture client connections effortlessly while delivering powerful market insights tailored to your clients’ needs.
Send professional, custom-branded reports that establish you as the local market expert to keep all your prospects and past clients informed about the latest pricing and selling trends in their neighborhood’s real estate market.
Deliver a consistent, professional, and personalized level of service with Prospects CRM’s Action Plans.
Create your own plan or take advantage of ready-to-use options tailored for every sales stage and follow-up type. Plans include sample emails and texts as well as suggested activities to keep you engaged with your contacts.
Build stronger connections and stay top of mind with virtual cards, an attention-grabbing way to stay engaged with your contacts.
Take advantage of ready-to-use eCards that you can easily customize with your own messaging to announce new listings and open houses. They’re perfect for birthdays, holidays, and move-in anniversaries too.
Quality content helps build trust and authority with prospects and clients. However, crafting emails takes up valuable time.
Don’t waste time. Save hours by taking advantage of Prospects CRM’s library of professionally written email templates. Simply use them as-is, or customize them for an even greater impact.
Give your listings and business the exposure they deserve.
With Prospects CRM, you can automatically post listings, open houses, recently sold properties, and neighborhood real estate market reports on your Facebook business page. Followers can click posts to see custom branded feature sheets as well as request more information or a showing.
“Prospects is an awesome CRM. I love the integration with the mobile app and having all my customer information at my fingertips. Having complete access to our Board’s database from within Prospects CRM is a huge timesaver when I’m sending listings, and the Market Report feature is pure gold.”
Martin Dumont
Group Sutton Synergy
“We love Prospects CRM. Being one of the top teams in Canada, we deal with a lot of clients, and we’re passionate about delivering a consistent, professional, and personalized experience. Prospects CRM makes it easy for our team to work together and share important lead and client information. The action plans keep us organized and on track with tasks and communications. It’s truly a cornerstone of our team and client operations.”
Georges Bardagi
RE/MAX du Cartier
Prospects CRM offers a few support options to enhance your experience. From the Prospects CRM Dashboard, choose the ‘Question Mark’ icon in the top right-hand corner and from the drop-down menu choose one of the following options:
‘Help Center’ – to get access to our knowledge base for ‘how-to’ articles, on demand webinars and informative guides.
‘Contact Us’ – to chat directly with the customer support team for personalized assistance.
‘Webinars’ – to reserve your spot in one of our upcoming live webinars, presented by a CRM expert.Prospects CRM is available as a member benefit or by agent-direct subscription in participating markets. Simply head over to the login page and enter your existing Board credentials.
If your Board provides Prospects CRM as a member benefit, all you need to do is login and your account is ready for you. If you would like to sign up for Prospects CRM, login and choose your preferred subscription plan.
The Matrix client portal revolutionizing how agents showcase properties and neighborhoods.