Streamline Your Client Follow-Up System
Created exclusively for the Real Estate industry, our fully automated Client Follow-Up System comes with a complete suite of user-friendly tools, all on one easy-to-use dashboard. Stay in touch to build relationships, generate new leads, expand referrals and increase revenue growth.
Get the Best Client Follow-Up System
Real Estate Agents and Brokerages know referrals from current and past clients are some of their most successful marketing tactics. Our Client Follow-Up System keeps you in touch with happy clients, increasing your chances for repeat business and lucrative referrals.
Contact Management
Quickly and easily locate, track and manage all of your contacts’ information and communications from one dashboard.
Hot Leads
Immediate opportunities are generated and flagged as seller, buyer or referral. And if the Agent doesn’t connect in 2 days, we’ll call to remind them!
Future Leads
When a client isn’t quite ready to move forward, we’ll automatically remind the Agent or Agency when to contact them at a future date.
On-Demand eMail Blasts
Send personalized eMail blasts whenever you decide for holidays, birthdays, it’s your choice!
Reputation Management
Our Satisfaction Surveys give you in-depth feedback to evaluate and address any customer experience issues and comments.
Automated Social Media Review Posting
Automatically push client Satisfaction Survey reviews to social media so you can promote your services and boost your reputation to win more business.
Co-Marketing
Manage your co-marketing partners and send “Just Closed”, “Just Sold”, Every Door Direct Mail (EDDM) and other campaigns along with your top Loan Officers to increase referrals and sales opportunities.
Multilevel Automated Reporting
Review KPIs and response results to measure and evaluate the performance of your team, including client survey data and Net Promoter Scores from the branch to the agent level.
Company & Employee Management
Update company, branch and agent information, set user permissions and controls, and even reassign clients to different branches or agents.
Automatic Communication Programs
So many relationships, so many touch-points! Make the most of your database with an automated communication system that combines eMail, direct mail marketing and more for constant, meaningful engagement that keeps you top-of-mind with all your clients!
Relationship Program
Easily maintain relationships with past clients and current prospects with personalized content – including images – within direct mail and eMail, as well as personalized URLs for communications and surveys.
Thank You Cards
Satisfaction Surveys
Calendars
Jumbo Agent Postcards
Personalized eMails
Greeting & Anniversary Cards
Holiday eCards & eMails
Anniversary & Agent Promo eCards
Dedicated Expert Concierge Support
Personalized Videos
Multiple Program Options
Choose from three different program options, the length and features of which you think is best to effectively retain your clients.
3 Year Program
30 Total Touch-Points:
5 Year Program
49 Total Touch-Points:
7 Year Program
65 Total Touch-Points:
Turn Contacts Into Clients
Automatically stay in touch with leads without worrying about tedious and time-consuming marketing tasks. When your contact is ready to buy or sell, you’ll be the first one they call!
Initial Contact with Prospect
Nurturing Campaign
Moving Coupon Program
Optional Concierge Service
Client Follow-Up
RealEstateHalo Has You Covered
We’re continuously improving our applications, database, processes and systems to give your team the best tools available.
Cloud-Based
Our applications are mobile friendly, ensuring you have access to contacts, reporting, data and functions from anywhere at any time!
System Integration
We integrate into your business systems, seamlessly syncing with your client data and business software.
Staff Training & Support
Our CRM Specialists will train you and your entire team including individual professionals, sales managers and more, and we’re always ready to help.
Data Encryption
All your data is protected with military-grade encryption, where it is securely stored, archived and never deleted.
Industry Compliant
Up-to-date on all industry regulations and standards to help safeguard your brand and avoid any compliance issues.
Custom Development
We offer custom development for our platform to API with any software, customize marketing campaigns, and create workflows to make your enterprise run smoother.