LocalizeOS Features
Administrative (10)
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Document Management
Store files for easy access and retain copies of documents through either built-in features or integration with document management software.
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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 (10)
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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.
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Mobile App
Provides a mobile version of the solution that can be accessed by on-the-go real estate agents
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Opportunity Tracking
Tracks listings, closing rates, and overall pipeline information
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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 (2)
Social Media Integration
Integrates with social media channels, simplifies posting and sharing
CRM Integration
Connects with existing CRM to leverage client information
Presentation (1)
MLS Integration
Facilitates the integration of real estate listings from the MLS database to created website
Platform Content (2)
Communication Management
Has the ability to communicate with clients via business instant messaging, text, calls, or email.
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
Additional Functionality (20)
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
