LinkU Platform

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  1. Have the CRM track the homes a person looks at on your web site.

    When someone logs on to the website and searches for homes anything they click on should be saved to the contract in the CRM so we know what they are looking at. We can then set up a search more to what they are looking for.

    4 votes
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    1 comment  ·  Leads & Contacts (CRM)  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add an email column to contacts view in CRM

    Add an email column to contacts view in CRM

    4 votes
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    0 comments  ·  Leads & Contacts (CRM)  ·  Flag idea as inappropriate…  ·  Admin →
  3. We need a task added for "end of campaign".

    We need a task added for "end of campaign". So we can add the task to the end of each campaign and then decide our next course of action

    3 votes
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    0 comments  ·  Leads & Contacts (CRM)  ·  Flag idea as inappropriate…  ·  Admin →

    We are working on this functionality now. You’ll have the options to loop a campaign, or move to a new campaign, stop it, etc.

    You can already add a task at the end of a campaign if you want to schedule manual intervention.

  4. Add the ability to setup contacts in LinkU on automatic email listing alerts via iHomefinder.

    If I am using IDX, I would like to be able to easily create a subscription for that contact to receive new listings that match their criteria.

    2 votes
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    0 comments  ·  Leads & Contacts (CRM)  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow agents access to lead manager through LinkU Broker agent login

    Agents with the LinkU Broker package should be able to see the lead manager as one of the allowed admin areas to avoid having to use difficult third-party-CRMs.

    2 votes
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    0 comments  ·  Leads & Contacts (CRM)  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote
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    0 comments  ·  Leads & Contacts (CRM)  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add a pipeline view

    I currently use STREAK and love that I can see the pipeline view and create several pipelines for each category.....would be great if this was available.Thank you

    1 vote
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    0 comments  ·  Leads & Contacts (CRM)  ·  Flag idea as inappropriate…  ·  Admin →
  8. In the contacts view, a space to add who the contact was referred by. If the referrer is in your contacts, it would link to them.

    I like to see who referred this client to me. It would be nice to have a spot to insert the referrer, and link to that referrer in the contacts view. Maybe even see how many times that referrer was referring someone.

    1 vote
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    0 comments  ·  Leads & Contacts (CRM)  ·  Flag idea as inappropriate…  ·  Admin →
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