![]() Still, there’s a lot to like here, and there’s a lot you can do with even basic plans. Some lead generation tools are only available with enterprise plans, something smaller agencies should take into consideration. You can use them to create and schedule communications like newsletters, listings, or buyer contracts, create tasks and appointments, batch update fields, and send invoices. ![]() ![]() You can also create links between modules and link contacts to a particular property, for example, or assign one or more realtors to a particular property or neighborhood.įreshworks doesn’t offer as many integrations as some of its competitors, but it has a powerful automation system as well. You can create custom fields to store data like square footage or density and average cost of a neighborhood. That customizable interface will be a boon for real estate agents in particular. ![]() It sports an intuitive and highly customizable interface, a mobile app with clever features like voice notes, and advanced AI forecasting and insights. Limited lead-gen on basic plans -Fewer integrations than some competitorsįreshworks is one of the most popular CRM solutions available today, and not just among real estate professionals.
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