REfindly CRM Software

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About REfindly CRM

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 an Internet-connected device. The timeline feature organizes contacts in chronological order, with touch points that show up to date interactions 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 third-pa...

REfindly CRM Pricing

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REfindly CRM User Reviews

OVERALL RATING

Showing 2 reviews

Ethan

Industry: Real Estate

Time used: Less than 12 months

5

Ease-of-use

out of 5
5

Functionality

out of 5

August 2015

Great company, Great Product, Excellent Service

Pros

REfindly is a great company that has been innovative and has created a product and service which has been beneficial to my business as a Realtor. They have created a CRM program that is tailored to my industry as well as my personal needs. REfindly has also created my personal website and been a huge help with my lead generation. The ease of use have been quite beneficial. REfindly provides a great service and I recommend the company to everyone I speak with.

Cons

I have no complaints about this company, they are creating a product that is tailored to the individual.

Nancy

Industry: Real Estate

Time used: Less than 12 months

3

Ease-of-use

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

July 2015

REfindly CRM is bringing me into the 21st Century

Pros

Customer service is always friendly and very helpful. Has made it easier to keep up with prospects, active Buyers and Sellers, and past clients.

Cons

I had never really maximized technology for lead generation, contact management, or even scheduling, and the conversion has been challenging. It wasn't intuitive for me to learn the basic processes of the CRM.

Showing 2 reviews