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Real Estate Lead Management

Cimmaron Real Estate Manager provides the solution you need to effectively and profitably manage the entire lead process with tools and workflow optimized for the real estate industry.

Starting with seamless integration with your lead provider, incoming leads are sent in real-time directly to the CRM database and automatically distributed to your agents. Once a lead arrives, multi-step marketing campaigns are launched, lead progress tracked, and when the lead is converted, listing data is securely sent from the CRM database to your website and synchronized during the entire lalses process. When the real estate transaction completes, the follow up sales process is just beginning as drip campaigns, direct mail, and e-mail marketing take over to keep you in front of your past clients, generating repeat business, and growing your referral revenue.

The Life of a Lead

Cimmaron Lead Management allows you to quickly and efficiently respond to new leads by tapping into an automated lead flow process. Although you can optimize the system for your own workflow needs, a typical lead moves through the process as follows:

  • 08:12:15 AM, Day 1 - A prospect fills out a request for information on a web page built into your Cimmaron CRM or hosted by your Internet lead provider.
  • 08:12:16 AM, Day 1 - The lead provider sends the prospect's information to you and your competitors. Depending on your contract with the provider, the lead may also be e-mailed to three or more additional parties. Your copy of the lead is sent directly to your Cimmaron Real Estate Manager CRM database via a secured Cimmaron web service.
  • 08:12:18 AM, Day 1 - While the lead sits waiting inside your competitor's e-mail Inbox, Cimmaron immediately adds the prospect data into the database and processes business rules to assign the prospect to the next agent due a lead.
  • 08:12:19 AM, Day 1 - The prospect is placed on an multi-step automated drip campaign.
  • 08:12:20 AM, Day 1 The first step of the campaign immediately sends an html e-mail to the prospect introducing the company and agent. The e-mail contains corporate logos and other images to enforce your corporate branding and the content of the e-mail is dynamically generated based on the prospect's requirements (debt consolidation, refinance, etc.).
  • 08:12:22 AM, Day 1 - The agent is notified by e-mail and/or a text message to their cell phone that a new lead has arrived.
  • 08:12:23 AM, Day 1 - A Microsoft Word document is mail merged and sent to the Batch Print queue to be printed later that same day along with all other direct mail pieces generated by the system.
  • 08:12:35 AM, Day 1 - The agent responds to the e-mail notification by opening the Cimmaron Real Estate Manager Contact Finder screen and searches for the new leads sent that day. The prospect is selected, which opens the Contact Detail View screen.
  • 08:14:42 AM, Day 1 - After quickly reviewing the prospect’s contact information and property needs displayed within the Contact General and Property tab sections, the agent calls the prospect.
  • 08:14:50 AM, Day 1 –  The prospect answers the phone call from the agent. At this point, just seconds after clicking the submit button to request a rate quote, the prospect has likely already seen your first e-mail arrive in their inbox, and is speaking with the agent, well ahead of the competition's attempts to contact that same individual.
  • 08:25 AM, Day 1 – The initial contact goes well and the prospect asks for more information. The agent places the prospect on a warm lead campaign that schedules a follow up call the next day and sends out the first of a series of e-mails personalized with the prospects information and property details.
  • 09:00 AM, Day 2 – The agent uses the Activity Finder screen to see all the phone calls that need to be made that morning.
  • 09:05 AM, Day 2 – The prospect is contacted again and agrees to move forward.
  • Days 2 through 30 – All the listing changes made by the agent are automatically sent back to the Listing section of built-in Cimmaron website. E-mails and follow up calls are scheduled according to changes to the status of the transaction.
  • Day 31 – The transaction closes and the contact is placed on a past client follow up sales campaign that includes newsletter e-mails once a quarter to keep the agent's name in front of the client.
  • Transaction Closing Anniversary – A phone call is scheduled for one year after the transaction closing date.

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