Real Estate Software News

You can now order your leads, contacts, properties and bookings by the last time that someone completed a task, sent an email, or wrote a note. Find out which leads need to be followed up with by ordering them so that those without any activity show up first. Quickly see which properties have new notes or which of your clients your team members have spoken with today.

We also added a filter so that you can remove or show results that do or don’t have pending tasks. The combination of ordering by last activity and by those that don’t have any pending tasks allows you to answer a very powerful question in lead management

“Who should I follow up with that I haven’t contacted to in a while?”

Which is great if you have an hour in the morning to work leads and you just need a quick list of leads to follow up with. Also if you’re working with a team you probably have wondered

“Are all of my team members following up with their leads?”

You can get a quick glance at what your team is up to or whom their failing to follow up with by analyzing their last activity. You can then reassign leads if a team member has too many leads to manage or is simply neglecting them.

I hope that this new enhancement along with the other recent enhancements to leads we’ve made help you improve how you manage your leads and increase your overall conversions.

The search filters now are remembered, saving you time and your sanity

Recently we added some very useful search filters to help you search your properties, leads, contacts and bookings. Unfortunately every time you returned to any of the search pages all of your previous options you selected to filter the results by were forgotten which can easily drive you insane.

It always drove me crazy working with my leads. I used to filter by active 3 star leads ordered descending by created date. Every time I opened  a lead to add some notes or a task I would then click the Leads menu and Bam! I would have to select all of the filters again. When searching property listings it was particularly annoying having to reselect cities or neighborhoods again.

Fortunately as of today EasyBroker will remember all of the options you select on the filters until you log out, thus keeping me from interning myself in an insane asylum. I hope the new changes help you keep your sanity too.

This morning we added several enhancements to how you manage your leads with EasyBroker.

Leads are people that have yet to decide if they are going to buy, list or rent from you. Most agents work with a large number of leads and have a much smaller set of contacts that they contact on a regular basis. We removed the leads from the contact page so that your contact database only contains your actual clients, vendors or other people that you work with.

We simplified the process of working with leads by removing the lead badge that allowed you to specify which leads where In Progress, Won, Lost or Abandoned and replaced it with two buttons, one that allows you to convert a lead into a contact and another to abandon a lead that you want to disqualify. The Probability that you previously selected on the lead badge is now represented by three stars next to the lead’s name. Just click the star to set the probability.

One other subtle change is that the count shown next to the Leads menu item now represents the number of unassigned leads instead of those that hadn’t had a state set on their lead badge. The unassigned leads also show up highlighted in the search results.

The new improvements should help you decide who to qualify or disqualify and who you should be following up with.

Three months ago we threw out the subscription plans in favor of a base price plus $20 per additional user. Unfortunately the change wasn’t popular among our larger clients. We decided to move back to the plans so that we could easily include discounts for larger organizations and also provide a few other perks for upgrading to larger plans. It’s also just easier to explain and show in a concise manner.

We reintroduced all the plans from before however we lowered the user count of our Enterprise version to 20 users from 30 and lowered the price from $299 to $199. The pricing makes the  jump from Pro to Enterprise much more accessible.

We also lowered the per property photo limit for the Solo, Boutique, and Pro plans from 50 to 20, 30 and 40 respectively. The change helps us provide an added benefit to upgrading to a larger plan.

If you were previously on a paid plan before the subscription plan changes and you need additional photos please contact us and we can make a special exception to provide you with more photos. We also will offer to continue the price that you signed up with unless you want to upgrade or downgrade to one of the new subscription plans.

We made a small change on Friday to make the daily email task report much more useful. We now only send the daily task email if you have tasks due on the given day and we only include those tasks in the email. We used to send all open overdue tasks in each email which became rather annoying especially if you almost always have overdue tasks like myself.

I find it much more useful to only be notified of the new tasks for the current day. I also like that EasyBroker doesn’t send me emails except for the days where I have new tasks. Before I would always have two emails from Saturday and Sunday with the same overdue tasks waiting for me on Monday. Now you only receive emails on the weekend if you have tasks that you’re supposed to complete on the weekend.

You can still easily see your overdue tasks from the tasks page or dashboard.