Prospects CRM

Relationship Management Made Simple

Prospects CRM helps you build relationships and stay top-of-mind with your sphere, prospects and past clients. It's the only customer relationship tool that's seamlessly integrated with Matrix. From the makers of MLS-touch, it's packed with timesaving, high-impact engagement tools to help you accelerate your business and close more deals.

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Prospects CRM at a Glance

Contacts Manager

Prospects allows you to easily store and manage client information. Create lists of clients and organize your contacts with keywords. Your contacts are all synchronized with Matrix.

The Dashboard

The dashboard helps you focus on what matters. It's your virtual assistant that reminds you of important dates, who you need to follow up with, upcoming appointments and closings.

Calendar Designed for Agents

Designed to save you so much time. Activities are automatically linked to your listings and contacts. If you are part of a team, you will appreciate having access to your teammates schedule.

Showings Manager

Confirm showings, request or provide feedback to other agents and clients all in one place! Activities are also automatically created in your calendar. *Compatible with CSS and ShowingTime.

The Market Report

Stay in touch with your clients by sending them relevant information concerning the market and important details that affect their property. The perfect way to be one step ahead!

Action Plans

The ultimate tool to save time and to be organized. Create simple or advanced campaigns, action sets or automated mailings in seconds. Set the trigger when you need it the next time, it is that simple!

Your Business on Facebook®

Prospects will automatically post your new listings, price reductions, open houses and sold listings to your Facebook business pages.

Mailing

Prospects offers several templates that are perfectly suited for all occasions (introduction letters, notices to tenants, thank you notes, etc.). Use the included templates or create new ones and send automated emails or print letters.

Powerful CMA

You often know the value of a property, but your clients don't. You will look professional and you will impress them with Prospects detailed comparable market analysis.

Teams

Share contacts, view teammates schedules, share action plans and notes. Team leaders can decide on accessibility and manage permissions