This powerful tool combines the capabilities of a customer relationship manager, sales force automation and cloud-based document sharing, all in one. This enables real estate professionals to get business done solo or in collaboration at the office, in the field, or anywhere in the world with an Internet connection. Its robust capabilities include:

  • Robust contact management system enables you to manage your client database, segment contacts and leads based on a number of criteria, create eMarketing campaigns with just a few clicks of the mouse, schedule follow-ups and automatically email your buyers when new properties come on the market that meet their specific criteria.
  • Flexible lead management system let’s you decide routing rules for each lead source, permit lead races, charge agents a referral fee for leads originating from a specific source, isolate relo or recruiting leads to a company manager and more. Gain insight into which leads are further down the sales funnel, as our lead activity scoring assigns points for each engagement an individual lead takes (online or in person).
  • Keep abreast of company financials with our transaction management module featuring nine various snapshot reports from your dashboard. Automate weekly, monthly or annual reports and keep track of agents’ progress towards goals, commission splits.
  • Cloud-based storage gives agents the flexibility to access their documents, photos and scanned contracts from anywhere with an Internet connection.
  • Integrated eSignatures means managing contracts and closing activities just got a lot easier for everyone involved. Closing coordinators, branch managers and agents have visibility into where, or who, the contract is now being reviewed by.
  • Market listings with ready to print/email property flyers, expand beyond the MLS listing description for maximum impact, upload documents to your listing's single property website and manage Showing requests and Open House opportunities with ease.
  • Create a custom eMarketing campaign for each segmented group of your client database using ready-to-use property flyers, eCards for a variety of holidays and email templates…or, design your own marketing material using our blank templates as a base for your personalized messages and content for company-wide campaigns.
  • IQU features webinars with a live instructor, recorded video tutorials, PowerPoint presentations and PDF step-by-step job aids that will allow you to get the most out of iQ Office.