Is Brivity the Best Real Estate CRM? A Comprehensive Review

As a real estate agent or broker, you understand the importance of having a reliable Customer Relationship Management (CRM) platform. It can help you streamline your business operations and provide better services to your clients. In this blog post, we’ll be diving deep into our review and walkthrough of Brivity CRM, an innovative CRM software tailored to meet the unique needs of real estate professionals.

Dashboard Overview

The dashboard is the first thing you’ll see when you log into the Brivity CRM. It provides a quick overview of all your pending tasks, appointments, and deadlines. You can also see your recent activities, such as messages, emails, and calls. The dashboard is fully customizable, and you can easily drag and drop widgets to fit your preferences.

Messaging Center Unveiled

The messaging center is a powerful communication tool that allows you to stay in touch with your clients and team members. You can send and receive messages, emails, and calls directly from the Brivity CRM. You can also create templates for your messages and set up automatic responses to save time.

Exploring the Lead Page

The lead page is where you can see all your leads and prospects. It provides valuable insights into their behavior and preferences, such as their search history, preferences, and contact details. You can also add new leads manually or import them from external sources.

Client Profile Page Insights

The client profile page is where you can see all the details of your clients, such as their contact details, property preferences, and transaction history. You can also add notes and tags to each client to help you remember important details.

People Page & Features

The people page is where you can see all your contacts, including your clients, prospects, and team members. You can easily sort and filter your contacts based on different criteria, such as location, status, and activity.

MLS Tool Explained

The MLS (Multiple Listing Service) tool is an essential feature for real estate agents and brokers. It allows you to search for properties, view property details, and share listings with your clients. The MLS tool in Brivity CRM is fully integrated, which means you can access it directly from the platform.

Transaction Manager in Action

The transaction manager is where you can manage all your transactions, such as contracts, inspections, and closings. It provides a centralized location for all your documents and communication related to each transaction. You can also set up automatic reminders and notifications to ensure you don’t miss any important deadlines.

Task Manager Breakdown

The task manager is where you can see all your tasks and to-do lists. You can easily create new tasks, assign them to team members, and set up due dates and priorities. You can also set up recurring tasks and templates to save time.

Project Manager Features

The project manager is where you can manage all your projects, such as property listings, marketing campaigns, and team collaborations. It provides a visual representation of your projects and their progress, and you can easily assign tasks and deadlines to team members.

Reporting Tool Demo

The reporting tool is where you can generate reports and analytics based on your data. You can create custom reports based on different criteria, such as lead sources, transaction history, and marketing performance. The reporting tool also provides valuable insights into your business operations and helps you make data-driven decisions.

Marketing Center Tour

The marketing center is where you can create and manage all your marketing campaigns, such as social media posts, email newsletters, and property listings. It provides a centralized location for all your marketing assets, and you can easily customize and schedule your campaigns.

Calendar Tool Highlights

The calendar tool is where you can manage your schedule and appointments. You can easily create new appointments, set up reminders, and sync your calendar with external sources, such as Google Calendar.

App Store & Integrations

Brivity CRM provides a range of integrations and add-ons to enhance your user experience. You can easily integrate Brivity CRM with external tools, such as Zapier, Mailchimp, and BombBomb. You can also access the Brivity CRM app store to browse and install new add-ons.

Auto Plans & Action Plans Deep Dive

Auto plans and action plans are powerful automation tools that help you save time and improve your productivity. You can create custom templates and workflows for different tasks,

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