Overview
Supercharge your success with the mobile apps! By downloading the apps you will be connected to your CRM and all the tools you need access to on the go.
Front Office Mobile App
The mobile app is designed for Agents on the go. With it, you can manage and handle your daily goings-on without needing to log into your computer. All of the tasks and calls that you have scheduled, as well as some other essential tasks like mass texting or emailing, are available from the mobile app! The app will also notify you of important events including new leads that you can accept from your office/team/company rotation!
The mobile app allows you to reach out to an individual or an entire group of contacts right from your mobile device. You can prioritize and complete your daily calls with the built-in mobile dialer. The app even serves up calls based on the behavioral automations that identify leads who are exhibiting engaging behaviors.
Open House App
If you plan on hosting any Open Houses, you can automatically feed all of the attendees from an electronic sign-in sheet right into your account dashboard using the Open House App.
The CORE Open House app is a lead capture tool created specifically for open house events. It’s designed to be used on a tablet or smartphone as a sign up form. When a guest registers on your open house app, their information is passed directly into your Smart CRM and the automations begin!
The system will automatically set up search alerts and automated campaigns that will begin to market to your registrants within hours of attending your event.
Where to Download the Front Office Mobile & Open House Apps From Within the Platform
You can download the BoldTrail Front Office Mobile app from:
The BoldTrail Desktop Dashboard
Agent welcome email
Lead asked a question email
New showing requested email
Agent chat email
New lead opportunity email
You can download the Open House app from:
'Listings' page on desktop
You can click the link provided, copy it to the clipboard, or text yourself the link to each app. Texts will be sent to the number within your Agent Profile.
Downloading the Open House and Front Office Mobile Apps On a Tablet
In the cases where you cannot download the Front Office Mobile App or Open House App on your device (not an Apple or Android device for example), you can use BlueStacks or NoxPlayer - Android emulators to assist.
New lead acceptance email
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!