Top Producer CRM
The new Top Producer CRM gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. A real estate CRM needs more than just contact management, Top Producer includes features like MLS data, email, websites, text, intelligent insights, and automated marketing to keep you top of mind. Aside from dozens of integrations helping you maximize your day, Top Producer offers a library of expertly written conversion campaigns, transaction workflows, situational templates and more. Stay close to contacts with an impressive 360 view while the CRM uses social media insights to update your contact profiles with the latest photos, interests, jobs and locations. Keep viewings organized MLS Property Insights that track each client’s listings shown, viewed, interested in, or inquired on. Simplify your process with dynamic workflows - action plans for new leads to closed transaction that update as tasks complete, minds change or dates.
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CloudCoord
Connect your coordinator’s Gmail and CloudCoord gets to work automatically, keeping your real estate transactions moving from contract to closing.
When a contract hits the inbox, CloudCoord automatically adds it to the transaction file, reads it, extracts key dates and details, starts tracking deadlines, audits the documents for missing signatures and disclosures, and creates a transaction checklist.
It prepares transaction-related emails throughout the closing process: introductions, replies, document requests, inspection coordination, deadline reminders, closing instructions, and follow-ups. Drafts use the context of the transaction and wait for your review. You approve every outgoing message before it sends.
Built for agents, coordinators, and real estate teams, with review queues and transaction visibility by role. Founded by Vermont real estate agent Liam O’Reilly and serving residential real estate professionals across the United States.
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Goliath
Goliath provides software for real estate investors and realtors that helps them find motivated sellers, nurture leads, and close more deals. The platform pulls data from property records and real-time indicators like divorces, deaths, preforeclosures, tax delinquencies, and liens to surface high intent opportunities. Users can manage every step of the deal in one place with a CRM for calling, texting, emailing, task tracking, appointments, and automations. Goliath also offers a voice assistant named David that answers inbound calls, follows up, and ensures no lead is ever missed.
Advanced scoring and filtering help users prioritize the best opportunities, focus on sellers most likely to transact, and reduce time wasted on low quality leads. The platform is built to support investors, agents, and teams at scale, from individual deals to high-volume operations.
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BoldTrail Back Office
Complete back office solution built for the cloud and mobile friendly. Simplifies and automates back office work, improving speed and accuracy. Data moves seamlessly throughout the process with no need to manually re-enter anything. Integrates with many CRMs and other tools. Structured implementation and responsive customer service. Additional professional services available.
• Transaction Management
• Commission Automation
• Accounting
• Agent Management
• Reporting and Analytics
In addition to providing functionality for all back office needs, BoldTrail invests heavily in client support:
• Knowledgeable, Responsive Customer Service
• Integration Marketplace and Open API
• Structured Implementation
• Detailed Product Documentation
• Professional Services
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