Capsule’s mobile CRM app lets you manage listings from your phone when going between client meetings, viewings and your office. Stay up-to-date with all your team’s tasks and activities relating to all sales using our calendar and task manager.
Use Capsule to store emails with Gmail, Outlook and other email services. Every time you receive an email you can add the contact to Capsule and assign it to a particular sales opportunity.
You can attach all emails to the opportunity so you have a complete communication history surrounding a particular property and also store any notes or real estate documents.
Manage your listings and follow how they’re progressing through your sales pipeline using the milestones you create. This gives you an overview of how all property sales are progressing. You can even filter for different team members’ activities to see how agents are performing.
Segment opportunities using tags so you can analyse which types of properties and locations are easier to close deals or have more value, that way you know what to focus on.
It can be difficult and time-consuming to stay on top of everything that needs to be done when buying and selling property.
With a real estate CRM like Capsule you can create multiple 'Tracks' for the different processes you have in place for different clients and for different stages of a property sale. Capsule makes it easy to know what needs to be done next and who will need to do it, so nothing gets forgotten.
Capsule connects with other popular tools so you can get more done. Use an email list marketing tools such as MailChimp to send automated emails, use a webform service to send new contacts and leads into Capsule using a form on your website, and integrate an accounting tool such as Xero to manage invoices and bookkeeping.
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