Real Estate CRM Software Category - SUMMER 2021 Customer Success Report - FeaturedCustomers

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Real Estate CRM Software Category - SUMMER 2021 Customer Success Report - FeaturedCustomers
SUMMER 2021
         Customer Success Report

 Real Estate CRM
Software Category
Real Estate CRM Software
Category
Real estate CRM software helps real estate professionals to manage
and track interactions with their prospective and existing clients
throughout the customer lifecycle using a single platform. The system
offers many features similar to generic CRM tools, but with extra
focus on the real estate sector. These features include multiple listing
services (MLS), real estate transaction management module,
integration with MLS services, communication templates, referral
management, and custom workflows suitable for the real estate
arena. Realtors need to learn to effectively use real estate CRM to
boost their efficiency and sales.

                                                               SUMMER 2021 CUSTOMER SUCCESS REPORT
                                                          Real Estate CRM Software Category          2
Award Levels
            Customer Success Report
            Ranking Methodology
The FeaturedCustomers Customer Success ranking is based on
data from our customer reference platform, market presence,
                                                                                        MARKET LEADER
web presence, & social presence as well as additional data
                                                                             Vendor on FeaturedCustomers.com with
aggregated from online sources and media properties. Our
                                                                             substantial customer base & market
ranking engine applies an algorithm to all data collected to
                                                                             share. Leaders have the highest ratio of
calculate the final Customer Success Report rankings.
                                                                             customer success content, content
                                                                             quality score, and social media presence
The overall Customer Success ranking is a weighted average
                                                                             relative to company size.
based on 3 parts:

CONTENT SCORE

 ●
     Total # of vendor generated customer references (case studies,
     success stories, testimonials, and customer videos)
 ●
     Customer reference rating score
                                                                                        TOP PERFORMER
 ●
     Year-over-year change in amount of customer references on
                                                                             Vendor on FeaturedCustomers.com with
     FeaturedCustomers platform
                                                                             significant market presence and
 ●
     Total # of profile views on FeaturedCustomers platform                  resources and enough customer
 ●
     Total # of customer reference views on FeaturedCustomers                reference content to validate their vision.
                                                                             Top Performer's products are highly rated
     platform
                                                                             by its customers but have not achieved
MARKET PRESENCE SCORE                                                        the customer base and scale of a Market

 ●
                                                                             Leader.
     Social media followers including LinkedIn, Twitter, & Facebook
 ●
     Vendor momentum based on web traffic and search trends
 ●
     Organic SEO key term rankings
 ●
     Company presence including # of press mentions

COMPANY SCORE
                                                                                           RISING STAR
 ●
     Total # of employees (based on social media and public
                                                                             Vendor on FeaturedCustomers.com that
     resources)
                                                                             does not have the market presence of
 ●
     Year-over-year change in # of employees over past 12 months             Market Leaders or Top Performers, but
 ●
     Glassdoor ranking                                                       understands where the market is going
                                                                             and has disruptive technology. Rising
 ●
     Venture capital raised
                                                                             Stars have been around long enough to
                                                                             establish momentum and a minimum
                                                                             amount of customer reference content
                                                                             along with a growing social presence.

                                                                          SUMMER 2021 CUSTOMER SUCCESS REPORT
                                                                      Real Estate CRM Software Category                    3
2021 Customer Success Awards
Check out this list of the highest rated Real Estate CRM Software based on
           the FeaturedCustomers Customer Success Report.

                                                         * Companies listed in alphabetical order

                                                  SUMMER 2021 CUSTOMER SUCCESS REPORT
                                             Real Estate CRM Software Category                 4
2021

SUMMER 2021
 Real Estate
CRM Software
  Category

              SUMMER 2021 CUSTOMER SUCCESS REPORT
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                                       Total Customer References

                                       Featured Testimonials
ABOUT APTO
                                       Our teams enjoy using Apto because it centralizes our various business
                                       processes involving email, phone, file sharing and task management.
                                                  DOUG BANERJEE
                                                  SENIOR DIRECTOR, GREYSTEEL
Apto is the leading web based
software for managing customer
relationships, properties, listings,
                                       The Apto team made our implementation a smooth process. They were able to upload all my old data and make it usable
deals and commissions. Apto            within Apto. The system itself is very robust and customizable. For example, I do some consulting work in addition to
serves nearly 10,000 commercial        brokerage, property and asset management, and I needed to add “Consulting” under Projects. This allowed me to plug in
                                       my billing rate, notes, and when I invoice clients. The entire team at Apto is very customer focused; the customer service is
brokers and is the CRM of choice       exceptional. They were especially helpful throughout the implementation process as I got up and running on the system.
for 6 of the top 8 CRE brands.
                                                  JOHN VIGGERS
Apto's world class software is                    DIRECTOR - REGIONAL VICE PRESIDENT, NAI OPTIMUM
optimized to meet the needs of
CRE brokers, and can be further
customized to brokerage
                                       Life has changed a lot since we jumped on to Apto. We're able to quickly
workflows and business
requirements. Apto is the only         prospect, make notes, set reminders. Day to day, I'm able to get through more
platform that allows brokers to        calls.
manage the full lifecycle of a deal               ARA ROSTAMIAN
anywhere, from any device.                        VICE PRESIDENT, SRS NATIONAL NET LEASE GROUP

                                       I chose to make the switch to Apto because of how intuitive and user-friendly
                                       the UI is. With Apto, I can be more analytical and focus my time and efforts on
                                       what’s really going to generate business and help me build a pipeline.
                                                  ED MC SHAN
                                                  BROKER, SKYLINE REALTY

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                                        Total Customer References

                                        Featured Testimonials
ABOUT BOOMTOWN
                                        It’s so easy to look in the system, search a zip code, and let BoomTown spit out
                                        possible leads that match your criteria. It even ranks those leads by who is most likely
                                        going to take action. It essentially doubles the odds you’ll have a positive result.
                                                MATT DELHOUGNE
BoomTown is a fast growing,                     BROKER/OWNER, RE/MAX VISION

web-based software company
specializing in an end-to-end
marketing solution for real estate.     BoomTown gave us a way to organize the chaos. As leads come in, we tag and
This includes an in-house digital
                                        segment them into different categories that allow us to manage them at
marketing agency for lead
                                        different speeds.
generation, cutting-edge IDX real
estate websites, and a full-featured            STEPHEN COOLEY
                                                THE STEPHEN COOLEY REAL ESTATE GROUP
customer relationship
management system. Recently
ranked as the 8th fastest growing
software company nationwide on          With the BoomTown Success Assurance program, I’ve been able to prospect so easily. These
                                        people come into the system and I know whether or not they’re ready to buy right away. It’s just
the 2012 Inc 500 list, their flagship
                                        the best CRM I’ve ever seen for staying in touch with clients and getting sales done without any
product is being used by
                                        hassle at all.
top-producing real estate
                                                HELENA TALBOT
brokerages and teams across the                 TALBOT GREENYA GROUP
country. BoomTown enjoys
success by combining nimble
management, a top-notch
technical team, and unequaled
                                        BoomTown has differentiated us from other companies. We produce quality
customer service.                       leads to agents and they don’t have to spend hours and hours in front of a
                                        computer screen because Success Assurance does it for them.
                                                BOB CLARKSON
                                                THE ALLIANCE GROUP

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                                     Total Customer References

                                     Featured Testimonials
ABOUT MARKET LEADER
                                     Business Suite is the full package that an agent needs: the MLS, email
                                     campaigns, marketing tools, and everything else also included with the Market
                                     Leader solution.
                                            STEVE FORBES
                                            BROKER/OWNER, EXIT KING REALTY
Market Leader, founded in 1999,
provides innovative online
technology and marketing
solutions for real estate            What is really awesome about Market Leader Pro is that it gives you the best of both
professionals across the United      worlds; it’s an amazing contact management program, but it also has the extras that
States and Canada. The company       a lot of others don’t, with the training, lead-generation tools, and campaigns.
serves more than 250,000 real               AJ ACKERMAN
estate agents, brokerages and               CENTURY 21 SUNBELT REALTY

franchisors, offering complete end
to end solutions that enable them
to grow and manage their
                                     Market Leader allows me to keep track of contacts, email clients, place
businesses. Market Leader's
subscription based real estate
                                     contacts on campaigns, and is easy to use.
marketing software including                LARRY HAND
                                            COLDWELL BANKER
websites, contact management, a
marketing center, and lead
generation services is powered by
Smart Lead Technology, and helps     Market Leader offers the best value for a real estate website since it incorporates
customers generate a steady          contact management and marketing materials. Now it is also facilitating social media
stream of prospects, plus provides   and online marketing techniques to help every agent build a hyper-local business.
the systems and training agents             ANITA SCHIMMEL
need to convert those prospects             BERKSHIRE HATHAWAY HOMESERVICES ROCKY MOUNTAIN

into clients and meet monthly
transaction goals.

                                                TRUSTED BY

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                                       Total Customer References

                                       Featured Testimonials
ABOUT PLACESTER
                                       The Codeless website editor offers flexible features that allow us to place things exactly
                                       where we want them to be, apply our brokerage colors throughout, and so much
                                       more. The ability to customize with Placester is absolutely essential for us.
Placester is helping the real estate           SHAYLA BODY
                                               CREATIVE DIRECTOR, ATOKA PROPERTIES' BLAKE
industry work smarter by building
software that moves the industry
online. Placester's mission is to
build software that enables real       Initially, I felt that our brokerage only needed to have a website solution as a recruiting tool.
estate professionals to collaborate    Truth be told, Placester has evolved into significantly more than just an excellent solution to
effectively, deliver outstanding       recruit agents. As a brokerage, it has given us an incredible web presence and, more
                                       importantly, has provided our agents with a platform to express themselves.
consumer experiences, and
                                               CHANCE BROWN
ultimately grow their businesses
                                               BROKER/OWNER, CB&A REALTORS
online.

                                       Placester is the best platform I’ve ever used or researched. I’ve been talking to people
                                       every day that were brand new, registering on my website. What I’ve done with
                                       Placester, I can’t understand why anybody else wouldn’t do this as well.
                                               JEFF NELSON
                                               IXL REAL ESTATE

                                       The IDX integration with Placester has made it extremely simple to call attention to
                                       areas we conduct business in and seamlessly share all of our new listings to social
                                       media. It has served as a huge driver of website traffic and assisted in generating leads
                                       over time!
                                               COOPER GLASS HOMES

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                                        Featured Testimonials
ABOUT PROPERTYBASE
                                        Propertybase has given us the ability to completely manage and communicate with
                                        our contact database. It’s like a treasure trove of contacts, they are always there and
                                        updated. This allows us to keep our book full and keeps the pipeline growing.
                                                KENDRA CLARK
                                                SALES LEAD MANAGER, NEWBY REALTY

Propertybase — Real Estate CRM
and Marketing Platorm.
Propertybase is the leading Real        With Propertybase, we can see all communications instantly, without having
Estate CRM Software (built on           to over communicate, so the time savings has been outstanding for our entire
Salesforce.com), and is a turnkey       ATM Team.
solution for Real Estate Pros, Real
                                                BONNIE GLASS
Estate Brokers, Real Estate                     IN-OFFICE BUYER’S AGENT, THE ATM TEAM AT WEICHERT
Franchises and Developers. Our
Real Estate Software is designed to
meet the end-to-end needs of Real
Estate Pros, from managing your
                                        There are no hidden costs in terms of ongoing maintenance, hardware or
leads to publishing your listings on    software. Indeed there are significant cost savings in terms of ongoing
the web, and everything in              maintenance, support, and upgrades—all of which are free to customers.
between. With Propertybase,                     CAROLYN LANCASTER
there's no need to invest time and              VP MARKETING, DANIEL ISLAND REAL ESTATE

money in complicated, in-house
software that you have to purchase
and maintain. Instead, you simply       We chose Propertybase because we needed a modern database solution, but we love it because
log in from any web browser,            it was so easy for our team to adapt to. After years with systems that all worked differently and
anytime, anywhere, from any             did not communicate with each other, it’s fantastic to have a solution our entire company uses,
computer or mobile device.              from the front-desk to marketing.
Propertybase is used by over 1000               CHRIS DRURY
                                                PRESIDENT, KIAWAH ISLAND REAL ESTATE
Offices in over 47 countries all over
the world. Join the Real Estate Elite
now!

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                                        Featured Testimonials
ABOUT TOP PRODUCER                      Top Producer® CRM is a great program and is there for all agents no matter where they go. If
                                        you decide to make a move, just change your logo and address in the program and you’re
                                        done. Being held captive by a proprietary product isn’t in my best interest.
                                                MARK SVRCEK
Top Producer is North America’s                 BROKER, RE/MAX REALTY SERVICES

leading provider of marketing and
lead generation systems for real
estate professionals, offering a full   Manage your client relationships from first contact to closing and beyond with unique features
range of leading-edge, integrated       like lead capture landing pages, Follow Up Coach, and Market Snapshot® reports. There are
contact management, lead                lots of other systems out there, but they don’t do as much as Top Producer® CRM.
generation, lead incubation,                    JUSTIN GREEN
                                                KELLER WILLIAMS SUNSET CORRIDOR
postcard marketing and web
marketing solutions.

                                        I have enjoyed my Top Producer® since 1991. It has been so easy to keep up with my
                                        client/customers all these year. I always placed their important dates in my database and was
                                        reminded each day of their special dates. I was the top producer agent for many years with the
                                        help of my Top Producer database.
                                                LOIS SHAW
                                                THE DIETER COMPANY

                                        Absolutely love the CRM system. It’s actually easier to use and schedule
                                        follow-ups on the fly than being at a computer. I use it constantly on my
                                        iPhone and iPad. Amazing is all I can say.
                                                DANNY FREEMAN
                                                CRYE LEIKE REALTORS

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                                                                           Real Estate CRM Software Category                             11
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                                        Total Customer References

                                        Featured Testimonials
ABOUT ZILLOW PREMIER AGENT              Zillow has provided me with a new avenue in my business. I enjoy how leads come in via email but also
                                        directly to my phone via text, so I can call them immediately. The best part is the quality of leads, which has
                                        been much better than other marketing websites I have paid for in the past. I am now in more ZIP codes
                                        and spending more marketing dollars per month due to my success. Thank you, Zillow!

                                                   ERIC TONT
                                                   DWELLINGS REALTY GROUP

Zillow Premier Agent is designed to
connect agents with active buyers
and sellers to help them grow their     Zillow’s Premier Agent program has been an integral part of launching my business and getting exposure as a real estate
                                        agent. I got my first lead within 24 hours, and it led to my first closing a month later! The leads that I get from Zillow have
business, as well as providing them     been from qualified buyers who are actively looking for property!! My Zillow sales representative is very friendly and helpful
with tools and resources to help        — we have a close professional business relationship — and he is always there to help me with all of my advertising needs.
                                        I highly recommend Zillow to any and all agents whether they are just starting out or looking to expand their business.
them convert those buyers and
sellers into lasting clients. Harness              SHAUNA MULLINS
                                                   HIGH COUNTRY REALTY
the power of Zillow & Trulia
together with Premier Agent, your
partner for real estate success.
                                        The Zillow Premier program has provided me with numerous leads I would not have otherwise
                                        received. The Zillow Premier program has been an excellent source for new business especially
                                        in a very difficult market. I cannot say enough about my representative, Jon - [he] is attentive
                                        and responsive while offering excellent suggestions to enhance my effectiveness.
                                                   LAURA TOPP
                                                   BERKSHIRE HATHAWAY HOME SERVICES REALTY CENTER

                                        The Zillow Premier Program is the best investment I have ever made in my real estate career! I started getting leads within
                                        24 hours of going live. Within four months, I have written over 20 contracts – 17 came from Zillow. Within the four months
                                        I have used Zillow, I have built a great pipeline of buyers and have listed three homes directly from Zillow leads. I owe my
                                        success to Zillow and highly recommend it to anyone who is ready to quickly grow their business and get their brand
                                        known!

                                                   BOBBY HARDING
                                                   KELLER WILLIAMS, KATY, TEXAS

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                                                                                                 SUMMER 2021 CUSTOMER SUCCESS REPORT
                                                                                       Real Estate CRM Software Category                                             12
2021

SUMMER 2021
 Real Estate
CRM Software
  Category

              SUMMER 2021 CUSTOMER SUCCESS REPORT
          Real Estate CRM Software Category         13
90
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                                        Total Customer References

                                        Featured Testimonials
ABOUT CLIENTLOOK
                                        We spent weeks looking at every CRM available and decided on ClientLook. It’s
                                        so easy to navigate and they imported all my contacts and properties in a
                                        matter of days. We made the right choice!
                                                   ZACHARY LEBEOUF
ClientLook is the unrivaled                        NEWMARK CORNISH & CAREY
commercial real estate CRM that
combines contact tracking, pipeline
management and a client                 Sign up with ClientLook! Seriously! Remember that the best CRM is the one that you will use, so subscribe to
collaboration portal with property      a CRM that is easy to use, fully functional, and is 100% commercial real estate focused. ClientLook is backed
and listing management. It's the        by some of the best people in the industry and was created specifically for commercial real estate
                                        professionals. If this is your industry, choosing ClientLook is a must.
only all-in-one solution built solely
for the industry. Their intuitive                  BRAD FOX
                                                   SENIOR ASSOCIATE, NAI CAPITAL
design delivers a training-free
experience that is responsible for a
98% renewal rate. Subscribers are
supported by a team of Virtual          I love the Virtual Assistant and the iPhone app. I solely access my business contacts
Assistants who provide data entry       through the ClientLook app so everything stays organized in one place. The deal flow
and task completion services for        and activities within ClientLook are also some of my favorite features.
free. ClientLook is the ideal                      KEITH KITEMANAGING
solution to help drive business                    PARTNER, COLDWELL BANKER COMMERCIAL

growth and efficiency within any
commercial real estate company.
                                        I like that I can keep track of everything in ClientLook. If a deal gets derailed and then picked up again later, it’s nice to be
                                        able to easily reference the previous communication about that deal. I make notes about my contacts, properties, and
                                        deals as a way to capture the human part of the business. ClientLook is like my memory bank; it helps me to be present
                                        with people and bring back the human connection that is often missing with today’s advanced technology.

                                                   JENN LIMOGES
                                                   BROKER, NAI CASCADE

                                                         TRUSTED BY

                                                                                                   SUMMER 2021 CUSTOMER SUCCESS REPORT
                                                                                         Real Estate CRM Software Category                                                  14
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                                     Featured Testimonials
ABOUT CONTACTUALLY
                                     Contactually keeps me on track and motivated. It makes me accountable for
                                     contacting potential clients on a daily basis. The email templates are a big
                                     help and very user friendly.
                                             SONJA ALDERSON
                                             AGENT, PURPLEBRICKS

Relationships are your most
important asset. Grow them with
Contactually. Contactually’s
                                     What our agents love about Contactually is its ease of use and that it
intelligent CRM combines the best
                                     integrates with all the systems we are already using. The Chrome extension
data-driven business tools so you
can nurture those relationships by
                                     has helped us streamline all our data and makes it easy for agents to sort
working smart and automating         contacts.
where appropriate, but always                RAQ QSAR
communicating in your own voice.             CEO/OWNER, BOUTIQUERE

From our perspective, technology
doesn’t replace the human
element—it enhances it, so that      My favorite feature of Contactually is the Best Time to Send feature. It scans your
you can spend more time being        communication with a particular person and it analyzes when they’re more likely to open your
authentic with the right people.     email, read your communications. So you’re usually getting a response during that time
                                     because you’re catching them when they’re more active on their email.
                                             LYNLEY MIDDLEBERG
                                             BROKERAGE MANAGER, WILLIAM PITT SOTHEBY'S REALTY

                                     In 2017, we sought out the best of breed in terms of CRM and other technology tools. We vetted
                                     eight to 10 different solutions and Contactually came out on top. The open API was important
                                     because we wanted a platform that integrates with other solutions. But Contactually’s
                                     commitment to customer service was a driving force for why we chose them.
                                             VIN SOCCI
                                             CHIEF OPERATING OFFICER, WILLIAM PITT SOTHEBY'S REALTY

                                                 TRUSTED BY

                                                                               SUMMER 2021 CUSTOMER SUCCESS REPORT
                                                                        Real Estate CRM Software Category                           15
88
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                                     Featured Testimonials
ABOUT FOLLOW UP BOSS
                                     I’ve tried other CRMs but none of them could give me the simplicity and the
                                     power and the ease of making it all just work. I just want to sell real estate and
                                     Follow Up Boss has done that for me.
Follow Up Boss optimizes core                PAUL REDDAM
sales activities for real estate             OWNER, HOMESVILLE REAL ESTATE

agents and teams to help them set
more appointments and close
more deals with their leads, past    With Follow Up Boss, it’s easy to track. With us, it’s not one or the other. They can work
clients and sphere of influence.     personal business and team. But if they want to take leads from the company, they
They make real estate lead           have to be making their calls and follow up through Follow Up Boss.
conversion and sales follow up
                                             DEBRA BEAGLE
more efficient and automated,                RE/MAX BROKER, ASHTON REAL ESTATE GROUP
resulting in their clients making
more sales and having the capacity
to grow their business in a calm
and organized way. Follow Up Boss
                                     The thing we love about Follow Up Boss is the API integration with so
enables agents to deliver an         many other systems. That's what makes Follow Up Boss so unique.
incredible customer experience at            TRISTAN AHUMADA
the speed and volume that today’s            CHIEF EXECUTIVE OFFICER, LAB COAT AGENTS

real estate businesses require.

                                     The first thing I do is go in and type their name into Follow Up Boss and then I can see
                                     everything. That's why I love the communication history, you can see every single thing. And the
                                     fact that you can record a call is a game-changer. I'm a bad multitasker so instead of trying to
                                     take notes on a call I'll just listen to that seven-to-nine-minute conversation so I know exactly
                                     what we talked about and they think you're an expert.
                                             BRANDON GRASS

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                                                                                SUMMER 2021 CUSTOMER SUCCESS REPORT
                                                                         Real Estate CRM Software Category                           16
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                                       Featured Testimonials
ABOUT IXACT CONTACT                    My husband and I love the IXACT Contact CRM service. It is an extremely easy contact management service to use. There are
                                       hundreds of pre-written letters to buyers, sellers, fsbo, past clients etc that you can use to keep in touch with your database.
                                       And the icing on the cake is their monthly real estate e-Newsletter. It's pre-written and you just send it out on the date that
                                       you choose. When I send out my e-Newsletter, I have clients thanking me for keeping in touch with them.

                                                  EILY LIANG-BARTFAI
IXACT Contact is an easy to use                   RE/MAX REALTRON REALTY
cloud-based real estate CRM that
helps REALTORS® stay organized
and build lasting relationships. The
                                       IXACT Contact is the easiest system ever! I like the tips that are provided each step of the way. It's like real estate CRM for
integrated solution offers three       dummies. I love it! I am getting so much positive feedback and have already gotten a couple of leads! I’ll also never forget a
powerful elements including a real     birthday, anniversary or any special event ever again! My clients say ‘How in the world did you remember that?’ I just smile
                                       and say I have a little help. Having this system is like having an assistant! I love IXACT Contact!
estate CRM, email marketing
                                                  BIRGIT DUGAN
platform, and mobile-friendly
                                                  COLDWELL BANKER RESIDENTIAL BROKERAGE
REALTOR® website all for one low
price. With IXACT Contact, real
estate agents can convert more
                                       IXACT Contact is more than just a CRM. Their product also offers email marketing and a
leads into clients and attract more
                                       monthly e-newsletter. Just as importantly, IXACT Contact can sync with any Smartphone
referrals and repeat business.
                                       (working with the phone’s address book, calendar, and task list) as well as with Microsoft
                                       Outlook and Mac Address Book.
                                                  EMILY WILLIAMS
                                                  RETECHNOLOGY

                                       IXACT is such a simple, yet powerful CRM. It really keeps me on track, staying in touch with
                                       prospects, knowing what I said last and when, providing a great newsletter without any effort
                                       on my part, and so easy to navigate. It's very user-friendly and I love the automated marketing
                                       campaigns. Plus the price doesn't break the bank!
                                                  TONYA CHRISLU
                                                  HOMESMART

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                                                                                                SUMMER 2021 CUSTOMER SUCCESS REPORT
                                                                                      Real Estate CRM Software Category                                              17
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                                        Featured Testimonials
ABOUT INSIDE REAL ESTATE
                                        My agents love it. The round robin is great. It makes sure everybody has plenty
                                        of leads, but if an agent wants more, they can turn up the volume and do their
                                        own campaigns.
Inside Real Estate provides the                 KEVIN B.
most complete online tool for Real              BROKER/OWNER, BERKSHIRE HATHAWAY

Estate Agents. They leverage all of
the latest web technologies to
create Professional Blog-Based
                                        The Smart CRM is so smart. It watches people interacting on the website and
Real Estate Sites that allow you to
                                        then texts and emails them and it makes me look really tuned in. It gets them
achieve higher results. They go far
beyond just providing a tool,           engaged. It does more than get leads. It converts leads.
though, as offices can bring their              CHARLES R.
                                                AGENT/TEAM, INDEPENDENT
trainers in for direct, personalized,
in office trainings.

                                        Deploying kvCORE in our brokerage has proven to be a breathe of fresh air, especially for our
                                        teams. The platform empowers our top teams with best in class lead generation & client
                                        nurturing tools while providing a scalable and flexible solution that can accommodate the
                                        unique needs of our brokerage.
                                                MARK STEWARD
                                                VICE PRESIDENT OF TECHNOLOGY, BAIRD & WARNER

                                        [kvCORE Platform] serves all [of] a brokerage’s needs, and those of its teams and
                                        agents, in one complete system. In an age when brokerages find it difficult to provide
                                        value to agent teams under their umbrella, kvCORE does this for them in spades.
                                                REAL ESTATE NEWS FOR REALTORS AND BROKERS
                                                INMAN

                                                    TRUSTED BY

                                                                                  SUMMER 2021 CUSTOMER SUCCESS REPORT
                                                                           Real Estate CRM Software Category                            18
93
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ABOUT LASSO CRM
                                      Lasso understands our business. It's easy to use and support is always right
                                      back to you! They do a great job and we are super pleased with having Lasso
                                      as a tool to support our sales and marketing team!
                                              LORNA GILROY
Lasso is the leading provider of              ASSISTANT SALES MANAGER, BEDROCK HOMES

“cloud-based” CRM software
designed exclusively for new home
marketing and sales. Home
                                      It really is all that you need to make sure that no potential homebuyers fall
builders, real estate developers,
                                      through the cracks. It's efficient and well-designed, easily the best CRM I have
and new home agencies use Lasso
CRM to radically improve lead
                                      ever dealt with!
management, convert more                      GREG ZINN
                                              BAESSLER HOMES
prospects to buyers, and sell their
communities faster, easier, and
more profitably. The company’s
software is deployed on thousands     Lasso helps me keep on top of activities and when to follow up with prospects.
of diverse residential                I’m able to add notes and information about prospects for easy recall.
developments including single
                                              BRENDA BUTKEVICH
family and master planned                     HOMES BY AVI
communities, urban high rise
condominiums, suburban
townhomes, and global destination
                                      Lasso has made it easy to keep our company, brand, and services in front of our prospects.
resorts. Lasso CRM is designed for
                                      Also, the email notification feature when a customer is on the website is a huge help. As a
ease of use and rapid deployment      general brokerage firm, Lasso has worked with us to create several different campaigns/projects
to maximize each client’s ROI while   tailored to our needs.
reducing their technology and                 JEN BARKAN
financial risk.                               ROSE & WOMBLE REALTY

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ABOUT REALNEX                         RealNex is proven to be a powerful tool that our firm uses to help with the day-to-day activities related to our core business,
                                      tenant representation. Having a central place to go to find company and client information is invaluable. RealNex collects
                                      data from current and past transactions and we are now starting to analyze this information to identify success trends
                                      inside of our organization. We are very pleased with the results thus far and very excited to experience the technological
                                      advances to come.

                                                 COREY L. FERGUSON
                                                 T. DALLAS SMITH & COMPANY
RealNex is a commercial real estate
technology company focused on
providing data management,
                                      RealNex has played a monumental role in marketing our commercial properties. We love that
analytic, and marketing tools to      the email blasts are completely customizable and are seen by such a wide network of potential
enhance productivity. The RealNex     buyers. RealNex makes it easy to gather intel and track results, plus their customer service is
Suite features three principle        outstanding!
components that, when combined,                  GARY GALLELLI
take CRE professionals through an                PARTNER, MANAGING DIRECTOR, GALLELLI REAL ESTATE

entire deal cycle. CORE, as the
central hub, manages people,
property and project information.     The depth of features included in the RealNex Suite of products is unbeatable for the price. The toolkit of CRM, investment
                                      property analysis and reporting, Deal Rooms and marketing is unsurpassed. I can do it all from one platform, what a
CORE includes the RealNex CRM
                                      time-saver. Whether I'm on my laptop, Andriod tablet or iPhone I have access to all my contacts, property information,
and transaction management            sales comps and documents. The new Marketplace listing platform and email campaign manager just added an additional
platform. Next, MarketEdge            benefit for my marketing efforts. As a small brokerage I am always looking for ways to streamline workflows. This platform
                                      permits me to operate with greater efficiency and control in my brokerage business. Thanks, RealNex!
leverages the data in your CRM to
                                                 KEITH R. AUTEN
produce cash flow projections, DCF
                                                 OWNER/BROKER, AUTEN REALTY
analysis and ROI.

                                      Using RealNex as our company’s CRM has allowed us to be more proficient in the deal making process. We can go to a
                                      property record, create a project and/or listing, create the OM and other marketing materials, send the materials from our
                                      dashboard and use our deal room for all due diligence materials, agreements and images, putting the entire transaction in
                                      one location. We can even set different levels of security for the documents to ensure only the correct people are getting the
                                      right documents. Thank You RealNex!

                                                 DAVID K MONROE
                                                 PRESIDENT/COO, THE ANDREWS GROUP

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ABOUT REFERRAL MAKER PRO
                                       Been with the Coaching program since September, been in real estate sales for
                                       2 years, 38 referrals this month, best month ever, on track for 100 units this
                                       year! Thank you!
                                                 BRENT DANA
Buffini & Company is the largest                 RE/MAX PROS
real estate training and coaching
company in North America.
Founded by industry expert Brian       I signed up for coaching as soon as I got into the real estate business. My coach really helped me put lead generating
Buffini, the company provides its      systems in place, and she hasn't been wrong yet! During my first year in the business I closed 13 deals and made $67,000;
                                       my total volume was $1,899,800 in sales. In the first seven months of my second year I've closed 16 transactions and have
Members with systems that              11 currently pending. My sales volume is $11,283,000 and my income is just shy of $250,000! Not to mention, this is all
facilitate the fundamentals of         happening in a crashing market where other Realtors are failing and leaving the business. My Coaching costs are well
                                       worth it!
working by referral. Their unique
and highly-effective lead                        KEVIN MUNDAY
                                                 ROYAL LEPAGE DESERT OASIS REALTY
generation and coaching systems
have helped entrepreneurs around
the world improve their business,
                                       Coaching is the source for the underlying confidence I have when I need to make the tough decisions regarding my
increase net profit and enhance
                                       business, my life, and holding myself accountable. I've watched my business grow from having one assistant to becoming a
their quality of life. Wondering       high powered team and now co-owning a multi-office real estate company with a dominant market presence. Along the
where next month's business will       way I have permanently given up working Sundays, take 12 weeks of vacation a year and have a life of incredibly fulfilling
                                       personal relationships. Buffini Coaching, along with its accountability, marketing tools and their personal stake in our
come from? Most real estate            sucess enables my world to continuously move forward.
agents end up relying on passive
                                                 KEN PECUS
methods to find business or rely                 ASCENT REAL ESTATE
on word-of-mouth for accidental
leads to come their way. The
solution is having a system for lead
                                       It was the power of focus that allowed me to work and go to school at the same time. I also
generation! Referral Maker PRO         flexed my "no" muscle a lot. The scheduling was the most amazing part of the whole Buffini &
uses Brian Buffini's proven lead       Company program, I was able to have a great year in real estate while also taking on an intense
generation formula to help you         MBA program.
systematically generate more                     KIM MCATEE
predictable leads.                               AGENT, COLDWELL BANKER RESIDENTIAL BROKERAGE

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ABOUT WISE AGENT                      Wise Agent was created for property professionals who now can have a 360-degree view of the relationship
                                      with their clients, from marketing campaigns to the sales cycle and the subsequent support. It's simple to
                                      use and ideal for my clients. The implementation, support and professionalism of [the] Wise Agent team
                                      were incredible and I know that my clients will be very happy for years.

                                               IAN KERINS
                                               FOUNDER, THE HAPPY GEEK
Wise Agent is an intuitive client
influenced CRM and Real Estate
software company. Built and loved
                                      Wise Agent's new Lead Automation is why we refer them to everyone. They make it simple to import and
by agents all over the US, it's no
                                      distribute leads immediately, email or text them automatically, and convert sales better than anything I've
wonder why they're the most           seen. Since we create Email Marketing Touch Programs for top agents and teams nationally, we've come to
coach recommended CRM in the          know Wise Agent as a leader in real estate automation tools.
industry. Wise Agent helps Realtors            RICHIE LASER
become Pros by automating their                CEO, FOLLOW UP RESULTS

leads, responses, appointments,
and transactions with free training
and 24/7 Customer Support             We use Wise Agent for lead distribution to our team. It is very affordable compared to others.
included.                             What I like most about Wise Agent is that when you call, they answer the phone and help talk
                                      you through whatever you need. The customer service is amazing, and its software is very
                                      user-friendly.
                                               ALLEN DIETZSCHOLD
                                               EXECUTIVE BROKER, EXP REALTY

                                      As a company we open handle around 250 transactions a month and are averaging 150
                                      closings a month. I can say definitively there is no way we could do this without WiseAgent. It is
                                      truly our lifeline and allows us to handle each and every transactions with the same precision
                                      deal after deal.
                                               ANNA LOVEC
                                               BROKER/OWNER, THE ALCHEMY COMPANY

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2021

SUMMER 2021
 Real Estate
CRM Software
  Category

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ABOUT ASCENDIX                          Deploying AscendixRE CRM for Dynamics CRM increased the adoption of our CRM solution by
                                        making it more relevant and able to manage the specific commercial real estate data necessary
                                        to run our business. Moreover, we were able to bring this rich set of features/functionalities to
                                        market in months as opposed to years if we had tried to develop it ourselves.

AscendixRE is a commercial real                 CHAD LINDSEY
                                                VP GLOBAL IT, JONES LANG LASALLE
estate CRM that is available on top
of Salesforce or Microsoft
Dynamics 365. Manage your
properties, leases, listings, deals,    The Ascendix team brings the best of both worlds; knowledge about how the Real Estate
                                        business process works and a Microsoft Dynamics CRM tool customized specifically for Real
contacts, accounts, activities in one
                                        Estate firms. This combination has benefited Highwoods in implementing a CRM solution that
place and from anywhere. Intuitive
                                        brings instant value to the business users.
deal flow, interactive stacking
                                                ART MCCANN
plans, advanced search,                         CHIEF INFORMATION OFFICER, HIGHWOODS PROPERTIES
commission calculations. We have
no user minimum for our
Salesforce version, and individual
brokers love it.
                                        The system is unlike any other; it keeps track of deals, communications, and
                                        knowledge specifically tailored to the real estate industry, putting our brokers
                                        ahead of the competition.
                                                SAIMIR QALLIU
                                                LEAD FOR THE INDIANA OFFICE, COLLIERS INTERNATIONAL

                                        The combination of the Power platform, Dynamics 365, and the Accelerator is really enabling
                                        Campus Management to bring a next-generation set of features and functions to the market
                                        that are highly relevant, and we think it addresses the modern problem facing institutions
                                        today.
                                                MARK ARMSTRONG
                                                CHIEF STRATEGY OFFICER, ANTHOLOGY

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ABOUT BRIGHTDOOR
                                       BrightDoor offers the perfect integration of real estate customer relationship
                                       management with best-in-class sales and marketing applications.
                                               TYLER NIESS
                                               CMO, CRESCENT COMMUNITIES

BrightDoor creates remarkable,
easy-to-use sales & marketing          With BrightDoor Engage kiosks located throughout the Greenbrier Resort we are able to better
software for the real estate           track our clients, manage our data and drive our brand. BrightDoor’s partnership has helped
industry. BrightDoor is a              us embrace the world of CRM and real-time marketing with confidence, style and results.
venture-funded company that was                JOHN KLEMISH
                                               BROKER IN CHARGE, GREENBRIER SPORTING CLUB
founded on a singular premise:
With superior technology tools in
their hands that were tailored for
their unique needs, real estate        BrightDoor pulled it all together for us. We now have full integration of our marketing
sales and marketing professionals      and data management across our key touch points. And the support team is simply
could reach untold (and                aces. They’ve made both the training and the technology fun and meaningful.
yet-untapped) potential. It’s no               GAYE ORR
wonder so many home builders,                  PRESIDENT, COLDWELL BANKER ADVANTAGE NEW HOMES

real estate developers and
brokerages rely on BrightDoor to
open new doors for them. Because       BrightDoor Mobile allowed us to quickly and affordably stage a native mobile app experience
it’s software built specifically for   for Palmetto Bluff. Not only does it let mobile users quickly access our available homes and
the way real estate pros think,        homesites, but features like push notifications allows us to keep prospects and owners in touch
work and excel and for the way         with our sales heartbeat.
their prospects buy.                           COURTNEY HAMPSON
                                               VP OF MARKETING, PALMETTO BLUFF

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ABOUT REALHOUND                           REALHOUND ROCKS! Finally, we no longer have to navigate multiple software products to manage contacts, inventory,
                                          analysis, and calendar. REALHOUND is the one program that does it all, PLUS mapping, photographs, and
                                          presentation-quality reports. It defines relational databases, and is the hands-down best program for managing our
                                          business. Your experience, creativity, and GREAT support are what really make this product shine.

                                                    DALE THOMSEN
                                                    TRANSACTION COORDINATOR, CBRE
Realhound, bringing your world
together! Laptop, Desktop, iPad or
iPhone. Whether you are at home
                                          REALHOUND has been a true marketing and data powerhouse for our retail team at Colliers International. Five of us utilize
or on the go Realhound is the Real
                                          the software for our landlord marketing campaigns, reporting and tenant representation site selection process.
Estate CRM solution you have been         REALHOUND always syncs flawlessly within the team and increases our productivity by avoiding redundancies and utilizing
waiting for! Realhound Real Estate        existing broker/client relationships. I would, and have, recommended REALHOUND to my colleagues and any one else in
                                          commercial real estate.
App is the best CRM app for
                                                    SHAWN S. SMITH
Property Owners, Managers,
                                                    VICE PRESIDENT, COLLIERS INTERNATIONAL
Brokers or Corporations to
manage all your contacts,
properties and notes, all in one
                                          My team and I have been using REALHOUND for the past year. I enjoy the many features
place… all for the amazing price of
                                          REALHOUND has to offer and I think it’s been a great tool in helping develop my real estate
$20 per month. No other CRM
                                          business. This program allows me to manage property data, contacts, leads and comparables
offers this amount of functionality       all in one database. It’s easy to use and I highly recommend the software!
specific to real estate for this price!
                                                    JAMES DEVINCENTI
                                                    SENIOR VICE PRESIDENT, MARCUS MILLICHAP

                                          Dear REALHOUND, I am finding that your program allows me to guide my clients through a significant
                                          amount of real estate product in a very short amount of time. With the program, we can review with
                                          pictures, evaluate locations and read over relevant information regarding a specific property with our
                                          clients thereby developing a strategy to a specific path towards a transaction. Great job!

                                                    CASEY T. GALLAGHER
                                                    CBRE

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ABOUT REALVOLVE
                                      Realvolve is THE best tool that I found to streamline my systems and real
                                      estate consciousness. It's deeper and more robust than the many glorified
                                      Rolodex CRM platforms out there but it's become the backbone of my
                                      business.
Realvolve is the new standard for
                                              JACK ATTRIDGE
real estate technology. Their
                                              WILLIAM RAVEIS REAL ESTATE
software-as-a-service blends
elegant design, emerging
technologies, and practical,
thoughtful features. Real estate is   Realvolve is the only CRM I have eyes for. It's the best platform to help get me
all about people. Realvolve keeps     organized, and on point with helping my clients. There is no other CRM for me.
you connected. Real Estate CRM to             ROSEMARY BUERGER
Build Your Business So You Can                BROKER ASSOCIATE, ERA STROTHER REAL ESTATE

Build a Life. They have a
responsibility in everything they
put out, from the aesthetic &         I have been waiting for a CRM tool that goes beyond a mere address book. Realvolve helps me
behavioral quality of their product   build stronger and lasting relationships - the foundation of my business. Realvolve is for the real
to every word they speak and write    estate agent who strives to create a professional and exceptional business practice.
because products used every day               ROSE LINDA GONZALES
have an effect on people and their            DILBECK REAL ESTATE

well-being.

                                      We love Realvolve because of its functionality, easy to use and accessible from
                                      our phones. It gives us more time to focus on our clients! Highly
                                      recommended.
                                              CHERIE MOORE
                                              BERKSHIRE HATHAWAY HOMESERVICES

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ABOUT RETHINK                          From the start, Rethink took a consultative approach, really taking the time to understand our business and
                                       objectives. Rethink has become the core foundation of our technology stack - a central hub connecting our
                                       broader marketing and client engagement technology suite. The overarching result has improved office
                                       harmony, accountability within our team, and overall a better experience for our clients.

                                                GREG BROWN
                                                NAI DILEO-BRAM & CO.

Rethink is powered by the idea that
commercial real estate is the
catalyst of opportunity and            We were really thorough with our CRM evaluation process. Our goal was to find a platform that everyone
economic growth. The Rethink           could and would use, even the guys who don’t like to organize their data. Our CRM had to be extremely user
                                       friendly to get our brokers hooked. We’ve added Rethink licenses since implementation, which has been
solution combines the leading          driven by brokers seeing other brokers in the office finding value in Rethink almost immediately.
commercial real estate CRM with
                                                TOM ISOLA
hands-on customer success and                   LEE & ASSOCIATES-L.A. WEST
seamless integrations to industry
leading tools. This gives CRE
professionals unparalleled insights
                                       I love the Outlook integration because I can just click right in Outlook to add a
and competitive advantages in
their markets. The Rethink vision is   contact to Rethink. I can do whatever I need to do without getting bogged
to be the future of CRE                down and off focus.
dealmaking.                                     ANTHONY PALUMBO
                                                VICE PRESIDENT, IMPACT COMMERCIAL

                                       As a workflow tool, it’s great. We might have 10 people all working on the same deal or property — putting
                                       information in, making notes, changing things, updating — so we’ve got a lot of triggers to notify us about
                                       certain activities or timelines. Rethink keeps things moving smoothly but it also pulls key information into
                                       the reporting dashboard, which gives us visibility we never had before.

                                                SARA WERGIN
                                                DIRECTOR OF SELF-STORAGE SOURCING, NORTHPOINT DEVELOPMENT

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