IDX & CRM for Real Estate Teams

Start with our multi-user base account ($77/month) which includes:

• 2 Lead Manager users with full CRM access
• Complete marketing tools
• Team collaboration features
• Website plugin for one domain

Additional Lead Manager users can be added as your team grows.

Lead Managers have full access to our comprehensive CRM system:

• Complete lead management and tracking
• Email and SMS marketing tools
• Property alert setup and management
• Drip campaign creation
• Performance tracking and reporting

Additional administrative permissions can be granted by Account Admins.

After your included 2 Lead Manager users, additional users are priced at:

• 1-4 extra users: an additional $17/month each
• 5-9 extra users: an additional $14/month each
• 10+ extra users: an additional $12/month each

Fees are calculated at the start of each month based on the number of users in your account.

Teams have flexible options for lead management:

• Automatic round-robin distribution
• Manual lead assignment
• Team-based routing
• Lead source specific rules

Up to 4 team members can be assigned different roles for the same lead, supporting team collaboration.

Our system supports team productivity with:

• Shared marketing templates and campaigns
• Team-wide property alerts
• Collaborative lead management
• Performance tracking and reporting
• Team activity monitoring

Teams can also share resources while maintaining individual accountability.

Yes! Team leaders have access to comprehensive reporting:

• Lead source analysis
• Conversion tracking
• Response time monitoring
• Activity logs
• ROI reporting

Custom reports can be created to track specific team metrics.

Teams can leverage shared marketing resources:

• Email templates and campaigns
• SMS messaging (additional fee)
• Drip campaign libraries
• Property alert templates

Marketing resources can be shared across the team while tracking individual performance.

Team leaders can manage permissions and access:

• User role assignment
• Lead visibility settings
• Marketing template access
• Report accessibility
• System configuration options

Permissions can be customized for each team member based on their role.

We provide comprehensive team support:

• Initial team setup assistance
• Online training resources
• Best practice guides
• Regular feature updates

Our support team is available to help with team-specific questions and customization needs.

Buying buddy supports multiple roles to be assigned to each lead. This allows up to four separate users to work on a lead. A loan officer can be added to your account as a Lead Manager user.

There is a hierarchical set of rules that determines how leads are assigned. For example, if a team member sends traffic using their own referral code in the link, e.g. from a Facebook advert, then this will always be assigned to that user.

Following this are other rules that can assign leads based on the property being viewed. If the lead is still unassigned, agent sales territory area can be set up to assign leads to agents based on their defined areas.

Finally, the round robin method is the last option, which allows selected agents to participate in the various round robin distribution methods.

The team dashboard displays all the agents in your team. This dashboard will provide analytics on the key metrics to help you manage the team. This includes such data as last login, leads not engaged, outstanding tasks, number of leads etc.

The campaign system creates an automated workflow for real estate teams. Workflow actions include activities such as tasks and emails. Workflows can be constructed as campaigns and apply to leads to guide team members through the defined sales processes.