Bespoke CRM

Custom CRM by Lead Gen AI pricing is based on what you would want and how deep you want to go – a gazillion options including:

  • Centralized lead flow and communication — custom automation for all of the below
    • Website forms & surveys
    • IDX Broker
    • HVL Leads
    • Website chat
    • Facebook
    • Appointments/Calendars (sync with Google/Office 365) – think Calendly
    • Google appointments from LSA ads
    • Instagram chat
    • Email
    • Text messaging
    • Multiple phone number options (for call tracking)
  • Unlimited agent seats
  • Customizable CRM including: automations, funnels, lead flows, drip email, text messages, surveys, social, Google & Facebook Ads and phone calls
    • Custom Opportunities & Pipelines
    • Can match any database – its custom
    • Outbound dialer, texter, messenger
  • Training Portal –  create classes and certifications/Onboarding/training
  • If you charge agents for anything – there is invoicing/subscriptions/contracts/coupons
  • Social Media Posting – dashboard, approval, automations, and stats
  • Very granular Lead to Closing stats on every agent for company generated business  (see below)
  • Automated Review Sequence – from request to AI respond to social posting (includes review display for website)
  • Possible online forms?  Buyers Brokerage, Agency, etc
  • AI options for:
    • FB & Instagram messages
    • FB posts
    • Web Chat
    • Support
    • Appointment Setting from lead campaigns
    • Cold calling and lead follow up
    • LSA answering
    • AI in workflows
    • AI in phone system
  • In Depth reporting as everything under one roof
  • Possible to include a phone system – would need it for some AI projects
  • Better FB and Google ads  – since we follow to closing