50% Off CRM-EZ With Web Conferencing

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We are living in uncertain times with COVID-19 outbreak. Our lives have been turned upside down.
 
We can help you run your business from your home office and maintain excellent customer engagement continuity with cloud CRM-EZ

 

  • Valuable price break – 50% off price

 

  • Integrated web conferencing – Citrix GoToMeeting® and Zoom®

 

  • Robust Contact Management

 

  • Built-in Email, Texting, and Dialing

 

  • Lead Routing

 

  • Track all Communication and Conference logs in CRM

 

  • Easy to signup, onboard with free online tutorials and help desk

Consumer Search and Transactions

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Welcome to new Consumer App combining Lifestyle Property Search and Transaction Management.
 
Search based on School, Commute, Noise, Affordability and more.
 
Consumer Contract Signing with forms filling, E-sign and all client communication log.
Agent Branded Consumer App features:
  • Lifestyle Search based on Monthly Payments, Schools, Commute, and Sound Score to converge on dream home.
  • Single Login App Portal for Saved Searches, Alert Notifications, access Contract Documents with E-signing.
  • Patented CRM.
  • Share all communication via the App.
  • Long term storage and archival of transactions and logs.

Your NEXT 2020 Deal is Just a SWIPE AWAY

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Delivers leads from consumers actively searching for homes directly to you
  • Modern consumers are searching for homes with Price, Commute Time, Schools and more. With your own branded Millennial LifeStyle Search™, you can now let them converge on their new home faster than any other website on the market.

 

  • Delivers leads based on the most recent and complete listing information on homes, traffic and schools and other valuable data sources.

 

  • Provide instant notification to you via email or text or voice when a lead is received (*)

 

  • Alerts that notify you and your consumer first, if a matching property based on Schools, Commute and Price comes on the market.

 

  • Leads are moving constantly. Don’t let your competitors take them!

 

  • If you do not have a website, you can get one now. If you already have a website, this new search and CRM can empower your current site soon.

Gift of Business – 2020

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  • Website and apps with new consumer search technology

 

  • Patented CRM to replace many CRMs combined

 

  • Integrated Transaction Management with e-sign, Forms and compliance

 

  • Financial ERP/Accounting with Deep Real Time Reports

 

  • Analytics across marketing, transactions and financials

 

  • Scalable across small to large companies

 

  • Franchise Management Systems.

 

  • ………and more…

How should your Transaction System look today?

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If the choice is obvious in this new age; why would you be still stuck with outdated back office systems – some have gone end of life; some converted to another back office which is equally OLD!

 

planetRE Transact and Money offers cloud transaction, financial management software and apps for real estate industry today and used by top companies.

 

It has rich on demand reporting, analytics with fully automated commission/fee modelling and scales as you grow. With accurate real estate sales and G/L accounting integrated, Money makes a compelling and imperative choice today. We have automated franchise reporting build for some of the largest franchise companies like Realogy, Berkshire, Engels & Volker’s and others.

 

Your sales managers can generate on demand, browser agnostic Agent Accountability reports. Why get stuck with an old back office system that is meant for only accountants?

 

It is time to come out of the old “rotary” phone and move to the new age of efficiency, growth, competitiveness and operational transparency you deserve to excel in the new world.

 

We have helped many large companies get off the old rotary phone.

 
Let us help you migrate to the future which is right here.

planetRE Announces New AI Search in CRM

SAN JOSE, Calif.Aug. 1, 2019 /PRNewswire/ — planetRE, the nation’s leading enterprise cloud vendor for online real estate, has announced the launch of new AI based Intelligent searches within its patented Socialite CRM.

 

New Search options allow users with large databases to quickly converge on finding a specific lead or lead groups, deploying contextual interpretation of search parameters.

 

It combines mixed search expressions. A simple zero order manifestation would be interpreting 12345 as zip code and not a US phone number. With this new technique, customers can utilize multiple fields like phone number, zip codes, etc into logical expressions, no duplication, converge with single iteration and contextual interpretation.

 

“I’ve been using CRMs in real estate for 15 years. I farm day in and day out over 11,000 homes. That is a lot of relationships.  I work both snail mailing and digital contacts.  I need a dead shot website and robust follow-up,” said Scott Williams, Top Real Estate Team operating under Berkshire Hathaway based in Santa Barbara, CA. “I need a database that has deep searching capability like Socialite.  Most real estate CRMs look pretty and promise a lot but don’t give you much computing power.  I stay with Planet RE because nothing else is as powerful.”

 

“With thousands of leads, hundreds of lead sources and lead duplication in databases it gets hard to extract relevant information with simple searches even with multiple iterations,” said Subrao Shenoy, CEO of planetRE. “The new search makes the job easy with powerful expressions to configure and deliver relevant search results.”

 

About planetRE 
planetRE is a privately held, leading cloud vendor, providing Enterprise software to the real estate industry. Headquartered in Silicon Valley, CA; its primary mission is to provide cutting edge cloud platforms to the global real estate industry in areas of Online Marketing, Transaction and Financial Management. More information about planetRE Transact can be found on www.planetre.com.

 

planetRE, planetRE Socialite are trademarks. All other registered trademarks are the property of their respective holders.

planetRE Announces Next Generation Real Estate Lead Navigation Initiative Magellan™

Next Generation Technology Provides Lead Navigation at Cloud Scale for Large Real Estate Enterprises, Relocation and  Franchise Networks

 

SAN JOSE, Calif., July 25, 2019 — planetRE, the nation’s leading enterprise cloud vendor for online real estate, has announced new lead navigation technology Magellan on top of its patented Socialite CRM to deliver sophisticated lead navigation and management systems at cloud speed, encompassing agent ratings to large real estate enterprises.

 

Magellan can be deployed as a standalone service or within the Socialite CRM cloud. Incoming leads for brokerages can be routed automatically to individual agents with Socialite CRM or handed to a third party lead system via API. Magellan lead notifications are sent using email, text, voice and with Socialite CRM add on, lead responsiveness and communications can be tracked for each lead to drive agent rating.

 

Lead management at cloud scale within large enterprises is a huge challenge given large volumes of lead data generated from diverse cloud sources. If not serviced fast, they could be lost. Enterprises have a need to deliver quick responses to leads with a fast reliable distribution system employing diverse business rules governing lead navigation and propagation within the network.

 

With new technology, Magellan can source, classify and navigate leads at cloud speed within large networks. Flexible business rules including agent rating systems can be configured at setup to route leads to the best practitioners. Highly customizable cloud reports offer lead accountability, referrals tracking and transparency to drive agent ratings.

 

“Companies spend a lot of resources generating leads but navigating them for delivery inside complex business networks at cloud speed with high accuracy is a huge challenge; often resulting in huge loss of business.” said Subrao Shenoy, CEO of planetRE. ”Magellan solves this problem head on with an added benefit of a patented CRM bolted behind”.

 

About planetRE
planetRE is a privately held, leading cloud vendor, providing Enterprise software to the real estate industry. Headquartered in Silicon Valley, CA; its primary mission is to provide cutting edge cloud platforms to the global real estate industry in areas of Online Marketing, Transaction and Financial Management. More information about planetRE Transact can be found on www.planetre.com.

 

planetRE, planetRE Socialite, planetRE Magellan are trademarks. All other registered trademarks are the property of their respective holders.