CRM

Release 2.12.

New Features and Updates: CRM Update: Introducing Client Training Courses in CRM Menu We are thrilled to introduce a valuable addition to the client CRM interface – the “Training Courses” menu option. This feature enables agents to access training courses directly from their CRM, providing a seamless and accessible learning experience. Key Features: Training Courses […]

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Release 2.11.

New Features and Updates: CRM Update: Enhanced Lead Alert Settings in CRM We are excited to announce a significant update to our CRM software, specifically to the Lead Alerts feature. With this update, we have introduced four new lead alerts, providing you with even more valuable insights into lead activities. These new alerts include Lead

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Release 2.10.

New Features and Updates: Feeds Update: More Info Added Under Full Property Details We are thrilled to announce an exciting update to our software that will provide you with even more comprehensive information in the Full Property Details section of your website. Starting now, you will find additional details under the “Taxes & Fees” and

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Release 2.09.

New Features and Updates: Email Notification Improvements: New lead registration now include property leads registered on We are excited to announce a new feature that enhances the “New Lead Registered” email notification. We aim to empower you to be more productive while on the go. With this latest update, we have included the specific property

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Release 2.08.

New Features and Updates: Website Forms: “Get in Touch” Requests to Be Shown as Incoming Emails We are excited to announce a new feature in AgentLocator platform that will make it easier for you to manage your website form submissions. From now on, whenever a lead fills out the “Get in Touch” form on your

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Release 2.07.

New Features and Updates: Outstanding Tasks on Archived Leads Will Automatically Be Closed We are excited to announce a new feature in AgentLocator CRM that will make managing archived leads even more efficient. Starting now, any outstanding tasks connected to a lead that you archive will be automatically closed and will not re-open, even if

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Release 2.06.

New Features and Updates: AI Bot: Automated Tagging When the AI bot reaches the stages Interested or Needs Follow Up, a tag will be assigned to the lead, depending on the stage: When the lead engages with the bot > AI: Bot EngagedWhen the AI Bot recognizes the lead needs follow-up > AI: Needs Follow-UpWhen

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Release 2.05.

New Features and Filter Updates: CRM Updates: Personalize Your Listing Email Subjects The latest AgentLocator CRM release brings you one of the most requested features: editable listing email subject lines! You can do this for both sold and active listing emails. The new option is available within the Listing Email Settings tab. We have also

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Release 2.03.

New Features and Filter Updates: New incoming calls and SMS that are not matching leads in your CRM will be created as NEW LEADS Any incoming calls and SMS messages (that are not matched to any leads in your CRM) will now create a new lead in your AgentLocator CRM. With this feature, more leads

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