LeadSimple Features
Platform Features (10)
Contact & Account Management
Store and retrieve information associated with customer contacts and properties. Track brokerage communication and information about contacts and properties. 11 reviewers of LeadSimple have provided feedback on this feature.
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. This feature was mentioned in 11 LeadSimple reviews.
Task / Activity Management
Streamline real estate tasks and activities. Coordinate important dates and integrate these to calendars to manage daily schedules and priorities. This feature was mentioned in 11 LeadSimple reviews.
Listing Management
As reported in 10 LeadSimple reviews. Edit and update property listings from within the system, and integrate data across MLS and real estate listing services.
Email Marketing
Based on 11 LeadSimple reviews. 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
As reported in 10 LeadSimple reviews. 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. 11 reviewers of LeadSimple have provided feedback on this feature.
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. This feature was mentioned in 10 LeadSimple reviews.
Dashboards
As reported in 11 LeadSimple reviews. 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.
Leasing (5)
Vacancy Advertising
Manage rental vacancies and syndicate them to real estate listing services directly from the software.
Rental Applications
Customize rental application forms to share. Accept or reject applications with applicant dashboards.
Tenant Screening
Request screening of tenant credit, criminal, and eviction data. Accept or reject tenants according to score requirements.
Lease Templates
Create and customize lease templates and addenda to send to existing or current tenants.
Document Management
Store and access leases and other relevant real estate documents or integrate with enterprise content management software.
Building Operations (5)
Maintenance Service Requests
Coordinate emergency and preventative work orders, track maintenance requests, and manage vendor relationships.
Property Inspections
Use and configure inspection templates for recurring and on-demand inspections of property.
Service Portals
These are typically divided between owner portals and resident portals. Owner portals provide access to property financial information. Resident portals let tenants submit maintanance requests and payments.
Building Announcements
Distribute building notices or emergency updates to resident or team member emails or on the property website.
Resource Reservations
Allow your tenants to request access to conference rooms, elevators, loading docks and other shared resources online.
Accounting (5)
Property Accounting
Track tenant payment histories, manage accounts payable/receivable, and automatically reconcile bank accounts with built-in accounting features.
Online Payment
Accept rent and application fees online, including payments through credit card or check.
Company Financials
Monitor and report on key property and building financial metrics within the system.
Certificates of Insurance (COI)
Manage tenant and vendor COIs in a centralized database, and automate alerts and expiration notifications to ensure timely compliance.
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.
Client Management (3)
Lead Scoring
Analyzes stored leads and identifies hot, warm, and cold leads This feature was mentioned in 11 LeadSimple reviews.
Contact Management
As reported in 11 LeadSimple reviews. Streamlines the input and management of contacts into the database
Lead Generation
Nurtures and generates leads from a variety of lead capture sources 11 reviewers of LeadSimple have provided feedback on this feature.
Task Management (3)
Marketing Automation
Facilitates the setting up, dispersal, and automation of email marketing strategies This feature was mentioned in 11 LeadSimple reviews.
Document Management
Based on 11 LeadSimple reviews. Stores and organizes contracts and other important documents for easy retrieval
Third-Party Integration
As reported in 11 LeadSimple reviews. Easily integrates with third-party solutions for more comprehensive functionality
Operations (8)
Tenant Portal
Provides a web-based or app-based portal for tenants to communicate with landlords/property managers, submit service tickets, and more.
Integration with Rental Payment Solution
Integrates with rental payment software to facilitate sending, receiving, and processing of rental payments.
Lease Application Management
Streamlines the generation, sharing, and processing lease applications within the core functionality of the property management solution.
Tenant Screening
Enables screening of tenants (e.g. background checks, eviction reports, credit checks, etc.) to assess and evaluate prospective tenants.
Amenity Management
Enables the provision and upkeep of amenities and tenant experience services.
Accounting Module
Provides landlords and property owners a financial management module to keep track of real estate accounting needs.
Maintenance Management
Simplifies the lifecycle of building service or work order requests, from submission to contracting to task completion.
Listing Syndication
Automates the distribution of available and/or vacant properties to real estate search engines and multiple listing services (MLS).
Agentic AI - Property Management (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
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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
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