CRM
Account Settings
Team Management
- Re-Routing Groups
- Team Permissions
- Lead Routing Rules
- In-Depth: Round Robin & Next Up
- Lead Routing Notifications
- Lender Lead Routing Rules
Reporting
- Activities Timeline
- Performance by Agent (Reporting)
- Business Summary (Reporting)
- Marketing Source Analysis
- Email Accountability (Reporting)
- Site Traffic Report
Lead Management
- Custom Fields
- Lead Profile Page
- Lead Organization with Filters
- Duplicate Leads + Merging Duplicates
- Lender and Agent Lead Collaboration
- Lead Import (via Google Contacts)
Lead Nurturing & Automation
- Email Opt-In Status
- Sending Email Address
- Design Center
- Send Mass Emails & Texts
- Email Templates
- Email and Text Variables
Notifications
Tasks and Appointments
Transaction Management
AI Assistant
- AI Assistant / Chatbot Qualification Process
- AI Assistant / Chatbot FAQ
- AI Assistant / Chatbot Setup Process
- AI Assistant + Facebook Messenger (Whitelist Only)
- About the Chime AI Assistant / AI Chatbot
- Adding the AI Assistant / Chatbot
Call and Text Packages
- Live Call Transferring
- Text Templates
- Billing, Usage, and Availability for Call/Text Packages
- Company Number
- Three Line Dialer Guide
- Adding / Removing Call or Text Packages
Integrations
- Managing Authorization by Third-Party Apps & Services
- Sisu Integration
- Dubb Integration
- BombBomb Integration
- Gmail Email Integration
- Microsoft Outlook Calendar Integration
Lead Capture
- Recurring Postcards (Geographic Farming)
- eLead Network
- Postcard Engagement: Text Codes and QR Codes
- Self-Service Postcards
- Listing Ads
- Facebook Lead Form Ads + Chime Integration