The reason it's so important to use client management technology in today’s real estate climate, is that today's agent must manage a lot more customers at any given time. Now, instead of working a customer for 2-3 weeks, they are with us an average of 6-8 weeks. That means more contacts over a longer timeframe, just to do the same amount of business.
Most agents had a hard enough time just keeping up with the followup activities for a two-week supply of customers. Imagine keeping up with four times that many customers over a 6-8 weeks! Effective client management is crucial. Unfortunately, most contact management applications are ineffective because they take too long to learn or are never around when need it most.
We designed our contact management to be simple enough to learn in five minutes, yet powerful enough to be the only contact manager you'll ever need. The difference is that Pipeline was designed by agents, for agents. Features include web access, task and activity management, email and text message alerts, customer history logs, mass template emails, and much more.
Plus, Pipeline is team-ready. Imagine your team or office -- 2 agents or 200 -- all working in sync with one another. Today's real estate professionals are on the go all day, working independently, and communication can be difficult. Not so with Pipeline-i® Virtual Office.
Now the team leader can generate a new customer lead, assign it to an agent with a click of a mouse, and monitor the followup and progress from his own computer screen. If that agent drops the ball, the team leader can pull the customer back, complete with all the working notes and history, and with another click of the mouse, assign it to another team member.
All team members have independent technology and yet the team leader can manage and oversee everything. From scheduling activities, to setting appointments, to viewing correspondence, to reading customer history, Pipeline-i® Virtual Office is the ultimate oversight tool for today's real estate team or office.
