Data integrity should be at the forefront of your mind when building a brokerage. You need to track every piece of data that enters your organization. This will ensure nothing falls through the cracks.
Automatically update deal owners, deal stage, deals won or lost, and deal value. Notify your sales team when it’s time to follow up. Add notifications from within sales automations and nurture campaigns.
Automate your sales funnel by marketing to your client the second a lead enters the system. We have created a process that is proven to WIN deals.
All The Tools You Need To Build A Successful Broker Shop!
We understand how much time and money is put into building a customer CRM system that will accomplish everything you need it to do. Most stop when it works just good enough. However we have put together all the necessary tool's, fields, automations, and email's in one CRM.
Features For The New Age Broker
Equipment Broker Platform is Trusted By Many Brokers