We are searching for a CRM that can create a lead from an email that is sent to us once our call center has qualified the lead. We want to send the lead to a group of agents in a specific area that must be claimed and action must be taken within a certain amount of time (2mins?) or it is resent to be claimed again.
The admin/broker needs to be able to see everything the agents are doing and be able to re assign leads not being handled to company specs.
Hi, Steve. Thanks for your comment! A CRM can make it easy to automatically assign leads to agents so you don’t risk losing valuable conversions. To help you find the real estate CRM that works best for your team, we compiled a list of the best CRMs for 2018 (https://fitsmallbusiness.com/best-real-estate-crm/). If your agents specialize in commercial properties, check out our list here: https://fitsmallbusiness.com/best-commercial-real-estate-crms/
Best of luck,
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