CRM Features List
Lead Management
Infiverse.ai makes it easy to save and organize old leads with its for Lead Management feature. You can quickly find past conversations, notes, or deal details whenever you need them. This helps your team stay organized and learn from past leads to improve future results. With a simple and easy-to-use tool, managing archived leads becomes hassle-free. Keep your leads safe and accessible with Infiverse.ai!
Deal Management
Organize your deals effortlessly with Infiverse.ai for Deal Management. This feature allows you to securely store closed, inactive, or completed deals in one place, keeping your workspace clutter-free. Easily retrieve archived deals whenever needed, ensuring quick access to historical data for analysis or audits. Simplify your workflow by managing active deals while keeping past records safe and organized. Infiverse.ai’s smart archiving ensures your deal data is always at your fingertips, streamlining business operations effectively.
Contact Management
Organize and manage all your business contacts at the ease of infiverse.ai. Our intelligent Contact Management will help you store, track, and update contact details in a place. Enhance communication, automate follow-ups, and never miss an opportunity by ensuring that all information remains handy with easy search and filtering. Stay organized and establish relationships with clients, partners, or even teams by using infiverse.ai, your trusted, go-to solution for efficient contact management.
Account Management
With Infiverse.ai, managing your accounts is simple and efficient. Store and organize important account details, past transactions, and customer information in one secure place. Easily access and retrieve any data whenever you need it, ensuring smooth business operations. Infiverse.ai helps you stay organized and in control, making account management easier than ever. Keep your records safe and easily accessible with Infiverse.ai.
Workflow Management
With our Workflow Management feature at Infiverse.ai, it is so much easier to streamline your team's processes. This is an automation feature that you can use to track all your progress and ensure smooth collaboration across all departments, assigning tasks, setting deadlines, and monitoring performance in real-time. Goodbye, manual processes; reduce errors, and make your team more efficient. Keep everything organized and on track with Infiverse.ai’s Workflow Management – simplifying your business operations one step at a time.
Promotional SMS, Email & Whatsapp
Infiverse.ai Promotional SMS, Email, and WhatsApp features allow you to efficiently manage all your communication in one place. Keep track of your SMS, email, and WhatsApp campaigns with ease, ensuring better organization and easy retrieval. This helps streamline your marketing efforts, improve customer engagement, and make follow-ups more effective. With Infiverse.ai, you can optimize your communication strategies for better results and enhance the way you interact with your clients.
Inventory Management
With Infiverse.ai, managing your inventory becomes effortless. The Graphical View of Inventory offers a clear, visual representation of your properties, helping you stay organized. The Status Update feature keeps you informed about the latest changes, such as new listings or updates on existing properties. This makes it easy to track and manage your real estate stock, ensuring you're always up to date and efficient in handling your inventory.
Customers Management
The Customer Management feature in Infiverse.ai helps you securely store and organize all customer information in one place. With this feature, you can easily access past customer details, track history, communications, and transactions. It ensures no important data is lost and provides a clean, organized view of your real estate business. Stay efficient, streamline customer management, and enhance your business operations with Infiverse.ai’s easy-to-use platform.
Receipts Management
Manage all your receipts effortlessly with Infiverse.ai. Our easy-to-use system helps you store and organize all your receipts in one place. Track expenses, access transaction details quickly, and stay on top of your finances. With Infiverse.ai, you can easily retrieve any receipt anytime, making financial management hassle-free. Enjoy seamless integration with your real estate CRM and ensure all your receipts are safely stored for future reference, all within a few clicks.
Ledger Management
Ledger Management in Infiverse.ai allows you to track and manage all the financial transactions of yours in the most efficient way. With simple and user-friendly interfaces, you can easily record incomes, expenses, and every other financial data. Through this feature, your records of finance will be absolutely organized, accurate, and up-to-date. Detailed reports from Infiverse.ai's Ledger Management will empower you to make the most suitable business decisions. Real estate professionals can easily have a check on their finance with this intuitive tool designed for effortless management.
Approval Process
Our real estate CRM software contains an Approval Process feature, which helps streamline decision-making and document approvals. With Infiverse.ai integration, you can automate approval workflows, track progress, and ensure all steps are followed accurately. This makes things more efficient, less delayed, and ensures that the approval process is completed on time. The platform offers a simple and intuitive approach to approval management so that your team can remain organized and productive. Say goodbye to manual approval processes and let Infiverse.ai optimize your workflow seamlessly.
Scoring Rules
Scoring rules in Infiverse.ai help you prioritize and evaluate leads based on specific criteria. With these rules, you can easily assign scores to each lead, helping your team focus on the most promising opportunities. By automating the process, Infiverse.ai ensures that every lead is treated according to your set standards. This boosts efficiency, streamlines decision-making, and improves your conversion rates. With Infiverse.ai, managing leads becomes easier, allowing your team to work smarter and faster.
Assignment Rules
Assignment Rules help streamline the process of managing tasks and responsibilities within your real estate CRM. With this feature, you can set clear guidelines for automatically assigning leads, deals, or tasks to the right team members based on criteria like location, expertise, or workload. This ensures efficiency, reduces errors, and enhances team collaboration. Infiverse.ai integrates seamlessly, making the assignment process smarter and more effective. Stay organized and ensure that the right person handles the right task every time.
Review Process
At Infiverse.ai, we understand the importance of a smooth review process for your real estate business. Our CRM software makes it easy for you to manage reviews efficiently, track feedback, and monitor progress while ensuring responses are made in a timely manner. With automated workflows, you can streamline your review tasks, collaborate with your team, and improve client satisfaction. Stay organized and make better decisions with Infiverse.ai, managing every review efficiently. Let our CRM transform your way to success in the management of reviews.
Validation Rules
Validation rules in real estate CRM software like Infiverse.ai help ensure data accuracy and consistency. These rules automatically check information entered into the system, such as client details or transaction data, and flag any errors or missing fields. By setting clear criteria, users can avoid mistakes, streamline workflows, and improve data quality. This feature is essential for maintaining accurate records, preventing delays, and ensuring smooth operations in real estate management processes.
Multi Page Layout
With Infiverse.ai, managing your real estate data has never been easier. Our Multi Page Layout feature allows you to organize and navigate through multiple listings or client details efficiently. Whether you’re tracking properties or managing customer information, this layout ensures that all relevant data is accessible at a glance. Experience seamless workflow and improved productivity with Infiverse.ai, designed to streamline your processes, making real estate management simpler and more effective for your team.
Roles, Profiles & Teams
At Infiverse.ai, managing roles, profiles, and teams is simple and efficient. Arrange your team members and give specific roles and profiles to ensure smooth collaboration, be it permission management or the assignment of tasks. Our software makes all this easy. From tracking progress to setting up goals, our platform enables you to keep everyone aligned with what the project entails. In short, infusing infinities to simplify the management of teams ensures that a real estate business can manage its operations smoothly and produce more.
Data Security & Compliance
We make data security and compliance a priority to enable your business to operate smoothly and securely at Infiverse.ai. Our platform has the latest security protocols designed to safeguard your data at every step from storage to transfer. Industry standards and regulatory requirements are followed, giving you the assurance that your sensitive information is safe. With Infiverse.ai, your real estate CRM is secure, reliable, and compliant with the necessary laws, so you can focus on growing your business.
Marketing Insights
Stay updated with the latest marketing insights and trends in the real estate industry through our collection of expert articles. Discover strategies, tips, and best practices to help you boost your marketing efforts. With the power of Infiverse.ai, you can access valuable data-driven insights that will elevate your marketing campaigns. Whether you’re a real estate agent, developer, or broker, these resources are designed to help you stay ahead in a competitive market. Explore now and enhance your marketing knowledge!
