Automatically Assign Leads to Campaigns

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Automation is a real estate agent’s best friend! Our latest CRM release brings campaign automation to a new level for you.

Previously, you had the possibility to automatically assign a lead to a drip/nurture campaign upon registration based on Tags, Sources, Lead Types or the Main Agent assigned to the lead. Now, you can choose to automatically assign your lead to a campaign whenever you add a new Tag or change the Source, Main Agent or Lead Type.

Here is an example: you call a lead and find out you’re dealing with a first-time buyer. You already have a nurturing campaign in your database for first-time buyers. Previously, after tagging the lead as a first-time buyer, you had to manually add them to your campaign. Now, you can choose to assign the lead automatically to this campaign right after you tag them as first-time buyers.



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