CRM
Account Settings
- Account Access
- CRM Settings
- Dashboard Overview
- Billing Center: Invoice Management
- User Preferences
- Log In to your Chime Account
Team Management
- Agent Tags
- Re-Routing Groups
- Team Permissions
- Lead Routing Rules
- In-Depth: Round Robin & Next Up
- Lead Routing Notifications
Reporting
- Activities Timeline
- Performance by Agent (Reporting)
- Business Summary (Reporting)
- Marketing Source Analysis
- Email Accountability (Reporting)
- Site Traffic Report
Lead Management
- People Page
- Custom Fields
- Lead Profile Page
- Lead Organization with Filters
- Duplicate Leads + Merging Duplicates
- Lender and Agent Lead Collaboration
Lead Nurturing & Automation
- Managing Smart Plans
- Chime Workspaces
- Smart Listings
- Email Opt-In Status
- Sending Email Address
- Design Center
Notifications
Tasks and Appointments
Transaction Management
AI Assistant
- AI Assistant: Manual Triggers and Recommendations
- AI Assistant / Chatbot Qualification Process
- AI Assistant / Chatbot FAQ
- AI Assistant / Chatbot Setup Process
- AI Assistant + Facebook Messenger
- About the Chime AI Assistant / AI Chatbot
Call and Text Packages
- Personal Virtual Number
- MMS, Image Messaging
- Live Call Transferring
- Text Templates
- Billing, Usage, and Availability for Call/Text Packages
- Company Number
Integrations
- Google My Business Integration
- HomeLight Integration
- Apination / API Nation Integrations
- Zapier Zaps + Smart Plans
- Auctm Integration
- Managing Authorization by Third-Party Apps & Services
Lead Capture
- Seller Report
- Pocket Listings
- Home ReportÂ
- Social Studio
- Recurring Postcards (Geographic Farming)
- eLead Network