You Have a Vision, We Have the Tools
Who has time to chase and track down leads? Not you!
Move the Deal Forward All In One Place
Save Time With No Missed Steps
Website
Design: Visually appealing designs for brokers, ensuring a strong online presence.
Integration: Advanced integration with CRM and deal management tools, ensuring seamless lead capture and tracking.
User Experience: Optimized for broker needs, with intuitive navigation and features focused on deal-centric workflows.
CRM
Customization: Customized workflows and dashboards to fit specific broker needs.
Automation: Advanced automation, including deal-specific actions and reminders, improving deal flow efficiency.
Reporting: Detailed, customized reporting focused on deal progress, broker performance, and market trends.
Deal Management
Lead Management: Integrated forms and automated email campaigns to generate and manage leads effectively, saving time and effort.
Deal Tracking: Enhanced, deal-centric tracking tailored to specific deal stages and broker needs.
Client Interactions: Enhanced communication tools tailored to broker-client interactions, facilitating better deal negotiations.
Analytics
CRM Analytics: In-depth CRM analytics offering insights on user activity, client interactions, and CRM adoption rates.
Email Analytics: Advanced email analytics, including engagement tracking, A/B testing results, and campaign effectiveness.
Sales Analytics: Detailed sales analytics with insights on deal stages, performance, and revenue forecasts.
Broker Solutions
We’re your Deal Studio, offering tailored business solutions designed specifically for you, the business broker, to help you excel at all stages of the deal-making process.
Benefit Partner of the IBBA