Brivity Features
Platform Features (17)
-
Contact & Account Management
Store and retrieve information associated with customer contacts and properties. Track brokerage communication and information about contacts and properties.
-
Opportunity & Pipeline Management
Manage real estate sales opportunities through their lifecycle from lead to closing. Track stages, values, and probabilities of close. Manage pipelines by individual broker, team, region, and company-wide.
-
Task / Activity Management
Streamline real estate tasks and activities. Coordinate important dates and integrate these to calendars to manage daily schedules and priorities.
-
Listing Management
Edit and update property listings from within the system, and integrate data across MLS and real estate listing services.
-
Email Marketing
Send email to contacts in bulk. Common features include: pre-built email templates, social media integration, Subscriber list management, sign up forms, success rate reports, A/B testing and auto-responders.
-
Transaction Management
Management of real estate transactions made for customers. Transaction management includes negotiating the terms and conditions of contracts between buyers and sellers, as well as documenting and agreeing on any changes or amendments that may arise during the sale.
-
Lead Management
Allows users to manage and track leads through a process. The lead process typically involves steps such as lead generation, customer inquiry, inquiry capture, lead filtering, lead grading, lead distribution, and lead qualification.
-
CMA Management
Prepare comparative market analysis (CMA) documents within the system to print or share digitally with real estate clients.
-
Forecasting & Reporting
Project sales revenue based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Report on data contained within the system through standard and ad-hoc reports.
-
Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance.
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Client Management
Manage contact details and communication with clients
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Administrative (11)
E-Signature Capabilities
Provides a built-in or facilitates integration with a real estate-specific digital signature capture tool
-
Document Management
Store files for easy access and retain copies of documents through either built-in features or integration with document management software.
-
Contact Management
Stores client information and history in a centralized database with search functionality
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Agent Management
Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc.
Client Management
Manage contact details and communication with clients
Electronic Signature
Digitally sign online documents
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Operational (12)
Contract Management
Simplifies the creation, review, and compliance of real estate leases, documents, and contracts
-
Communication Tools
Collaborate with team members and individuals involved in transactions through text, email, or built-in messaging features. Track messages exchanged through these channels.
-
Transaction Management
Supports the entire transaction workflow: Tracks converted listings, generates transaction documents, and automates commission calculations.
-
Mobile App
Provides a mobile version of the solution that can be accessed by on-the-go real estate agents
-
Opportunity Tracking
Tracks listings, closing rates, and overall pipeline information
-
Agent Monitoring
Tracks and analyzes the performance of individual real estate agents
Property Management
Add, view, and edit details of all properties managed by an agency that are available for sale or rent
Interaction Tracking
Track interaction history by documenting conversations for contacts
Task Management
Create, manage and track all task activities and progression
Website Management
Built-in website builder or integration with third-party site
Listing Management
Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites)
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Relationship Management (3)
-
Lead Generation
Captures and generates real estate leads from the website and other forms of engagement
-
Social Media Integration
Integrates with social media channels, simplifies posting and sharing
-
CRM Integration
Connects with existing CRM to leverage client information
Presentation (4)
-
Website Builder
Supports the creation and maintenance of a non-IDX website to further agent-client relationship
-
MLS Integration
Facilitates the integration of real estate listings from the MLS database to created website
-
SEO Strategization
Enforces or guides website content to fit desired SEO strategy
-
IDX Website
Provides a customizable IDX website to present polished listings to clients
Client Management (3)
-
Lead Scoring
Analyzes stored leads and identifies hot, warm, and cold leads
-
Contact Management
Streamlines the input and management of contacts into the database
-
Lead Generation
Nurtures and generates leads from a variety of lead capture sources
Task Management (3)
-
Marketing Automation
Facilitates the setting up, dispersal, and automation of email marketing strategies
-
Document Management
Stores and organizes contracts and other important documents for easy retrieval
-
Third-Party Integration
Easily integrates with third-party solutions for more comprehensive functionality
Platform Branding (2)
Operability
Connects to external systems and applications as needed to complete team workflows.
Brand Management
Manage the overall brand of the real estate agent or agency and be able to create, edit or share advertisements for external brand.
Platform Content (4)
Social Media Management
Capable of managing the social media posts, profiles and overall social brand.
Communication Management
Has the ability to communicate with clients via business instant messaging, text, calls, or email.
Website Management
Creation of an IDX website or Real estate specifc web builder that is customizable that aids the efforts of agency marketing.
Campaign Building
Manage and track the marketing campaigns that may contain focuses on social media, email marketing, flyer creation, or website marketing.
Platform Additional Functionality (1)
Reporting
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Platform Integrations (3)
Integration with Real Estate CRM
Integration capabilities with Real Estate CRM products for a comprehensive platform to manage real estate processes.
Integration with Virtual Tour
Integration capabilities with Virtual Tour products for a platform to manage tours of real estate properties
Integration with Real Estate Activities Management
Integration capabilities with Real Estate Activities Management products for a platform to manage douments, financials and more for a real estate agency
Agentic AI - Real Estate CRM (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (49)
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Data Import/Export
Import and export data to and from software applications
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Email Templates
Pre-made examples and templates for emails
Customizable Branding
Add customized logos and colors to align with company branding
Lead Capture
Automatically identify and save contact information of potential customers
For Real Estate Agencies
For businesses/agents that manage selling, renting, or management of homes, land, and buildings for the owners.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
API
Application programming interface that allows for integration with other systems/databases
Client/Property Matching
Match clients or tenants with suitable properties based on their specific requirements, preferences and budget
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Customizable Reports
Alter the layout and content of reports
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Email Marketing
Create and send email blasts/campaigns
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Interaction Tracking
Track interaction history by documenting conversations for contacts
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Real-Time Data
Receive data and information in real time
Segmentation
Group leads or contacts based on their specific characteristics
Data Import/Export
Import and export data to and from software applications
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Mobile Access
Access software remotely via mobile devices
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Lead Distribution
Route and distribute your leads to third party buyers
Lead Capture
Automatically identify and save contact information of potential customers
Property Database
Centralized database to track details of properties (including lease, tenant, and owner information)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
For Real Estate
For realtors, real estate investors, property managers, and other real estate professionals.
Client/Property Matching
Match clients or tenants with suitable properties based on their specific requirements, preferences and budget
Email Templates
Pre-made examples and templates for emails
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
Referral Tracking
Log and store the source of contacts/leads
Customizable Fields
Customize data fields to support various needs and use cases
Email Tracking
Track delivered, received, and opened emails
Activity Tracking
Track and document all activities across devices, networks, and other systems
Omnichannel Outreach
Using different methods or channels to connect with customers


