CRM3 On The Move

Update: 2.8.18

CRM3 - Updated Client Emails

With the most recent CRM3 update, there have been changes to the automated client emails for Saved Favorites, Saved Searches, and New Property Server emails. The new email format is "mobile friendly" and also include a mobile friendly signature. Each of the new emails shares the same basic standardized template and are not customizable at this time.

One other important change to note is that your clients will now receive a separate email for each saved search that has been enabled for automated notifications.

Update: 1.10.18

CRM3 - Latest Updates (Webinar)

In this webinar, we reviewed several of the recent enhancements that have occurred over the past several months. We also demonstrated the Designer Website Collection that will be released this month. Topics covered include:

Update: 8.3.17

Calendar Upgrade

On Wednesday, August 9th, the engageRE/LeadStreet Calendar will be upgraded to a new mobile responsive design with expanded functionality. This upgrade includes:

The ability to associate calendar items to your contacts by selecting them when creating or editing the event.
A new sub navigation menu item ("Calendar") under each contact where you can create and view calendar items for a specific contact.
Five different views of the calendar: Day, Week, Month, Expanded, and Agenda with the ability to filter by type and print.
The ability to 'drag and drop' to move an event to another day or expand to revise the time of an event.
Color display and shading to indicate current day, scheduled, and completed calendar items.

You can still find My Calendar under Tools but you will see that Tasks (Scheduled, Create and Completed) have been removed. It can all be done and seen in one place now! Some additional items to note:

The sub navigation items of File Archive and Bulletin Board have been combined into a new page called Messages (to match the term used on the Client Dashboard) in order to make room for the new Calendar.
The Upcoming Tasks/Events has been removed from the Leads Manage page (with plans to add to My Dashboard in a future release).
All current items have been migrated. You will find those entered as an Event, Group Event, or Vacation/Holiday under the type “Task”. All other types (Appointment, Task, Meeting, Showing, Open House. Phone Call) have remained as is.

For more details, refer to the My Calendar guide below.

Update: 7.5.17

Introducing the Business Planning & Sales Pipeline Feature

The Business Planning & Sales Pipeline module enables you to enter business goals
and conversion ratios directly from your agent dashboard. Based on contact type, classification, client status, and use of the lead transaction feature, you can visually track your progress against your goals as well as monitor where your clients are within your pipeline.

There are two primary components involved. First, you will need to set the Lead Transaction information for each of your clients within their individual contact record.

Update: 7.5.17

Introducing the Business Planning & Sales Pipeline Feature

There are two primary components involved. First, you will need to set the Lead Transaction information for each of your clients within their individual contact record.

The second component involved is to set your goals in the Business Planning tool under My Dashboard. Once this step has been completed, you will now be able to track your yearly business goals.

For additional instruction, please refer to this short video.

Update: 6.16.17

Personalize Emails Using Tokens

With this latest upgrade, agents now have the ability to personalize emails sent to customers via the engageRE Agent Portal/LeadStreet!

Check out the interactive document below to learn how to utilize this new feature.

Update: 6.1.17

New Functionality for the My Agent Dashboard

The newest CRM3 upgrade will add significant functionality to the My Agent Dashboard. The new features will include:

Ability to rearrange each section using "drag and drop"
Ability to collapse each section
Separating and changing the three tiles into rows (CRM3 at a Glance, Client Activity, CRM Potential Value)
Changing the title of "CRM at a Glance" to "At a Glance"
Removing the Profile section and making the Newest Listings wider

Update: 5.22.17

Automated Emails for Saved Favorites

With the most recent change, email updates will be turned on automatically for new customer saved favorites. Once a customer saves a favorite on their Dashboard, this setting will automatically be enabled. Your customer will then receive an email update every time there is a change in the listing such as a price update or a listing status change. This is a new consumer touch-point that will keep your brand in front of your clients and let them know that you are actively engaged and working on their behalf!

Clients can easily opt-out of these email updates by unchecking a new checkbox on the Client Dashboard on the My Favorite Properties page. NOTE: this will only affect new saved favorites, not those that already exist.

Simpler Registration

We've made it much easier for a client to register on your website! When a client is prompted to register on your website, they will be presented with a pop-up window with streamlined choices. This should encourage registration and lead conversion.

Enhanced Client Status Selections

You will also notice some changes on a contact's profile page. There are now additional choices under the Client Status section such as New, Qualified Prospect, Appointment, Offer, and Pending. Note: any contact that had a client status of Under Contract, was migrated to Pending. Also on the Contact Profile section, the Real Estate Needs Profile was replaced with a new field called Contact Type. You can now identify your contact as a Buyer, Seller, or even an Agent.

Web Client Icons - Back by Popular Demand

The icons to signify web clients and non-web clients have been added back! The first column of your Contact List will contain either a yellow globe to signify a web client or a blue Rolodex card to signify a non-web client. You will also notice a new column labeled Status that shows the new client status that you set within each client's profile.

Update: 1.30.17

All of the Office Admin area is now mobile responsive. This includes Users, SB (Site Builder), Listings, and Clients.

All postcards are now available all of the time (rather than only seasonally). Options will vary per region/company.

All search related functions of CRM3 (saved searches, client homefinder, SEO pages, HomeTrends) have been updated to utilize the Search 3 engine.

Update: 1.12.17

The following pages were updated today:

Site Builder / Content
Site Builder / Design (all pages). Note: Design Layout/Templates were previously upgraded
Site Builder / Search (note exception below)
Site Builder / SEO (all pages)
Site Builder / Widgets (all pages)

The following areas of Site Builder will be upgraded in a future release:

Graphics/Image Library
Search / Add
Reports

Update: 1.9.17

We are very excited to announce a redesign on a majority of the CRM to be mobile responsive! You will see this huge improvement on all pages under Leads, Marketing, Clients, Email, Website Templates & Layout.

These improvements include:

Touch Friendly Fields and Buttons
Consistent Theme Structure and Usability
Fully Responsive from Desktop to Mobile
Improved User Interface
Modern flat design
Updated information text

With this release, new and improved functionality has been added to the Contact List and Site Builder Website Layout Pages.

On the Contact List, functionality enhancements include:

Icon Based Navigation
One-Click Email and Click-to-Call
Search Field with auto suggest for First Name, Last Name, Email, or Group

On the Layout Page, functionality enhancements include:

Graphics that represent layout changes
Larger Overlays for selecting content and editing

Work to enhance CRM3 continues, with the migration of the back-end to be fully mobile responsive. Areas that are currently complete in this transition include:

User Profile is Mobile Responsive
Client Area is Mobile Responsive

In addition, new functionality has been added or enhanced in a number of areas:

New Lead Acceptance Process
New Client Registration Options
A search-by-name function replaces the "rolodex-style" browsing function of the Contact List area.

These lists will grow as work progresses.