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180 Via Verde Suite 200, San Dimas, CA 91773 • Ph 800.925.1525 •
Fax 909.859.2050 • www.crmls.org
Smart Desk features relevant, high-quality yet easy to use
marketing tools to help engage and nurture your contacts and
leads.
• Helps you manage your daily communications with your clients
through a wealth of productivity and marketing tools
• Integrates vital business tools into a single, personalized
real estate dashboard
• Create professional listing flyers in a few easy steps
• Create automatic follow-up email marketing campaigns
• Generate neighborhood and school statistical reports that
brand you as the neighborhood expert
• Stay informed with real estate, local and national news and
weather reports
• Offers a widget dashboard for a quick snapshot of your
business
• Manage your schedule and events calendar
Smart Desk
YOUR FREE MEMBER BENEFITS
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180 Via Verde Suite 200, San Dimas, CA 91773 • Ph 800.925.1525 •
Fax 909.859.2050 • www.crmls.org
YOUR BUSINESS MOVES FAST – and so should your information. With
every opportunity comes a stack of paperwork that can slow you
down. Now you can cut through the paperwork and view, share, track
and manage your documents digitally in real time from anywhere,
24/7. It’s fast and easy with Smart Doc’s.
With Smart Doc’s customizable checklist feature, you can see at
a glance which documents have been received and which are missing,
and/or create to-do lists of tasks that need to be completed.
Paperwork. Simplified.
Document management made simple
Smart Docs
Document Center.
Checklist Feature.
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180 Via Verde Suite 200, San Dimas, CA 91773 • Ph 800.925.1525 •
Fax 909.859.2050 • www.crmls.org
Smart CRM (Client Relationship Manager) routes, stores,
organizes and manages your contacts and leads to nurture and
maximize conversion of contacts to clients. Market to prospects
with powerful email drip campaigns and flyers containing the latest
market trends and statistics. Seamlessly integrated with your
website, Smart CRM’s open architecture enables easy integration
with your other tools.
• Accepts leads from your Smart Sites and IDX.
• Manages contacts so you can close and retain more
business.
• Offers easy-to-create professional listing flyers.
• Features highly configurable lead routing and management (for
Brokers).
• Includes customizable intranet (for Brokers) and much
more!
• Access via your computer or smartphone.
Stores and Manages Contacts.
A dynamic solution for today’s real estate professional
Dashboard Snapshot with Calendar, New Leads and Action Plan
Report.
Full Dashboard with Contacts Selected.
Contact Summary.
Smart CRM
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180 Via Verde Suite 200, San Dimas, CA 91773 • Ph 800.925.1525 •
Fax 909.859.2050 • www.crmls.org
Unsurpassed IDX Search.
Smart IDX lets you search in Aerial View to see streets and
nearby amenities.
Smart IDX feeds information directly from MLSs to provide the
most timely data to consumers – giving them more reasons to visit
often . . . and become a client.
Features include:
• Interactive map search with rooftop accuracy
• Forced lead capture with visitor registration, instant email
notifications, contact forms and auto-responders
• The ability to engage visitors with over 100 points of
interest and WalkScores®
• Driving directions with your contact information
• Detailed property information
• Personalized branding on all MLS listings
• Neighborhood statistics, including schools, housing, people
and much more!
Expert by Design
Bird’s Eye View feature lets you see the actual property from
above.
Smart IDX