Share and Manage Your Contacts in One Place
Manage your leads and contacts in one place and keep track of who you need to follow up with. Share your contacts with your team, find out where your leads are coming from, and see how effective you and your team are at converting new leads. Your contacts are integrated with all the other features offered by EasyBroker so you can create bookings, opportunities, owners, and keep track of all correspondence between you, your team, and your contacts.
See the History of All Communications
Keep track of all the notes, tasks, and email communications related to your contacts in one place and accessible to your whole team. When a new lead calls your office, your teammate can easily add a note stating when and why the lead called or create a task to follow up with the lead. Empower your team to provide better service for your clients by giving them access to instantly see the history of any communication with a client. You can even forward or CC emails to EasyBroker to automatically attach them to contacts and share them with your team.
Organize and Share Your Contacts
You can attach any of your contacts to properties, opportunities, and bookings so that you quickly know exactly who is involved in what deals, who the plumber is for a vacation rental that you manage, or who is going to pick up a client at the airport. Your whole team can also tag contacts so that they can easily be filtered in searches or exported to create mailing lists. Rather than having a separate contact manager for each of your team members, you can manage everybody's contacts in one place and help your whole team get organized.