Customer Relationship Manager

Rover comes with the optional full-featured Customer Relationship Manager (CRM).

Features:

  • 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).