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Customer Relationship Management

Intuitive solution designed to simplify communications with your leads and contacts, provide you with advanced pipeline tracking, and help you Create Clients for Life!

Customer Relationship Management
Assistive Tasking

We've worked with the top agents across the U.S. to find the best task workflows for closing transactions and retaining Clients For Life. Our system guides you through the day-to-day with a zero-queue approach to make sure the seeds are planted to blossom your new client relationships.

Import Leads From Any Source

Switching CRMs can be a real pain since you often need to invest a lot of time and money into getting one set up. We have solved this issue by making the export / import process simple and focusing heavily on integrations to make the transition to Elevate fast and painless:

  • Robust CSV Import
  • One-Time Addressbook Imports
  • Your Elevate Site
  • Manually Added
  • ANY lead source through our lead parsing system
  • Lead-Gen

We also offer lead scrubbing to help you find the most active leads, quick!

Listing Reports

Send robust, automated MLS listing reports to each of your leads as soon as you connect a saved listing search to their account.

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Market Analysis - Drilldown

Discover market trends by drilling deeper and deeper into hyper-relevant data. Help your sellers find the perfect time to list in their area.

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Customer Relationship Management
In-App Communication

Call, text, or email your leads and contacts directly from the CRM. We track call times, missed calls, text conversations, individual emails, and lead responses to automated listing reports sent on your behalf so that you have access to ALL lead and client communications and information at all times.

All emails triggered by lead activity provide convenient quicklinks allowing you to get back into the action right away from any mobile device. No need to wait by your computer!

Audit Log

Need to review an account before a call? No problem! Look at the timeline for any of your leads / contacts to get all of the information you need in one place.


Behavioral Tracking

Get notified when your leads have a sharp increase in search activity.

3rd Party Integrations
  • Send Moving Coupons
  • Direct Mailers
  • Drip Marketing
  • Lead Scrubbing
Your Time Is Valuable

Keep up with everything happening around you with in-app notifications. We help you find the most relevant activity and recommend when to act on it!

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