IDX Integration
Your IDX website and CRM work together as a single, integrated system to help you optimize your opportunities and work more productively.
Keep all lead information in one, easy-to-use system
Lead Rating uses your leads’ activity to show you which leads are your best bets, so you can prioritize your time
Your leads’ property search and viewing history is kept alongside your notes and tasks, all working together to help you close them
Business Dashboard
Everything you need to monitor your performance and manage your time is provided in one screen.
Track the percentage of leads with activity in the last 30 days
Track the percentage of leads with email subscriptions
See all the leads in your funnel and monitor their progress towards closing
Learn which of your lead generation channels are producing the most leads
See your tasks that are due today and other tasks scheduled for the week
Tools To Help You Close
Smart, powerful, and simple features work together to keep you productive while staying out of your way.
Keep all your tasks in a single To Do list
Sync your tasks with your calendar
Create Tags to track, filter, categorize, and instantly find your leads
Locate tasks or groups of tasks with a variety of filter options
Use filters to make changes & updates to multiple leads at once
Track the stage of every lead with Pipeline Status to prepare your next steps
More Mobile Power
Stay on top of your tasks with access to Agent CRM features in Optima Leads, our mobile app for agents.
Add & update the Lead Stage in lead records as you move them closer to closing
Add & update Tags in lead records to easily find them using filters
Add notes with automatic time stamps & review them in your lead’s History view
A Complete Email Toolbox
Add more email marketing tools to engage, build trust, and grow relationships with your leads.
Send newsletters or other custom email content to leads you choose
Recognize your leads’ birthdays & closing anniversaries with ready-to-use, automated emails
Use a drag-and-drop editor to quickly build emails with images & embedded videos
Add images from our stock image library
Emails are sent from your own email address to avoid spam & junk email filters
Track your email performance metrics
