Rover comes with the optional full-featured Customer Relationship Manager (CRM).
- Clients can be categorized as a Contact or a Prospect
- Agents can register new contacts and prospects
- Visitors can register on your site
- Manage contact / prospect information
- change passwords
- turn on / off automatic emails
- send welcome letters
- create / manage saved searches
- Save chronological notes for any contact / prospect
- Save and manage todo’s:
- ToDo can be associated with a contact
- ToDo can be global (ex: Broker open house)
- Add any number of tags to contacts. These tags are filterable, which makes searching super easy.
- Track viewer searches
- Share contacts or prospects with other agents in your office, or vendors (like mortgage brokers or insurance agents).