REfindly CRM Software
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-party 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. The monthly fee includes a responsive website with IDX integration that updates bi-hourly.
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Calendar -
Dashboard -
Distribution Rules -
Lead Detail -
Mail Center -
Property History Map
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8
2 Reviews of REfindly CRM
Ethan from Domain Realty Group
Specialty: Real Estate
August 2015
August 2015
Great company, Great Product, Excellent Service
Likes Best
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.
Likes Least
I have no complaints about this company, they are creating a product that is tailored to the individual.
Recommendations
REfindly has created products and services that are perfect for the Real Estate industry.
Nancy from Baird Realty Group
Specialty: Real Estate
July 2015
July 2015
REfindly CRM is bringing me into the 21st Century
Likes Best
Customer service is always friendly and very helpful. Has made it easier to keep up with prospects, active Buyers and Sellers, and past clients.
Likes Least
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.
Recommendations
I haven't worked with any other CRM before, and so customer service has been tremendously important to me. I would say compare the features to make sure it is powerful enough to do what you want and to grow with you. And, make sure to talk with someone in customer service to judge their responsiveness to your needs.
