full contact profile
contact information and user traffic recorded for every lead
photo/avatar
add a photo or other avatar for leads for easy indentification
track lead sources
lead origin and referring URL saved for each contact
record activity
save a record of each email, phone call, meeting, or other transaction for every lead
note-taking
create time-stamped notes on any contact page
automated recurring tasks
our task creator makes it easy to schedule daily, weekly, monthly, or yearly repeat tasks
add reminders
add email and mobile alerts for your tasks
itemized history
view past meetings, phone calls, emails, appointments and other notes with full itemized history for each contact
listing email history
see which IDX listing update emails each user was sent (dsSearchAgent users only)
see what’s ahead
see which email updates and newsletters are next on their schedule
zestimate
get a Zillow price evaluation of each buyer's home
