Store and retrieve information associated with customer contacts and properties. Track brokerage communication and information about contacts and properties.
Opportunity & Pipeline Management
This feature was mentioned in 12 PropFlo reviews.
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
As reported in 12 PropFlo reviews.
Streamline real estate tasks and activities. Coordinate important dates and integrate these to calendars to manage daily schedules and priorities.
Listing Management
Based on 10 PropFlo reviews.
Edit and update property listings from within the system, and integrate data across MLS and real estate listing services.
Email Marketing
10 reviewers of PropFlo have provided feedback on this feature.
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
10 reviewers of PropFlo have provided feedback on this feature.
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
This feature was mentioned in 12 PropFlo reviews.
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
This feature was mentioned in 12 PropFlo 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.
Client Management (3)
Lead Scoring
11 reviewers of PropFlo have provided feedback on this feature.
Analyzes stored leads and identifies hot, warm, and cold leads
Contact Management
Based on 11 PropFlo reviews.
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
10 reviewers of PropFlo have provided feedback on this feature.
Stores and organizes contracts and other important documents for easy retrieval
Third-Party Integration
10 reviewers of PropFlo have provided feedback on this feature.
Easily integrates with third-party solutions for more comprehensive functionality
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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