Refindly

REfindly is an online customer relationship management platform designed exclusively to meet the unique needs of the real estate industry. This integrated suite includes sales automation, marketing automation, and field service solutions. REfindly helps agents maintain and organize data and correspondence. The system’s lead management module allows agents to access their database from virtually any Internet-connected device.

The timeline feature organizes contacts in chronological order, with touch points that show every interaction with that client. In addition to emails and phone calls, it also tracks page views, favorite listings, saved searches, and form submissions, and automates lead distribution and email drip campaigns. REfindly collaborates with many popular email providers like Outlook, Yahoo, Gmail, and Live. The system can also IMAP to other email providers. It is recommended to mid-sized real estate practices that will need six or more seats.