Trackerhub

Real Estate CRM & Lead Management

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This platform is designed to improve the efficiency of referral tracking and communication between businesses, introducers, and clients, streamlining the management of leads and cases. Key features include real-time progress updates, secure messaging, automated invoicing, extensive performance reporting, and a client portal for document management, addressing challenges such as lost referrals and time-consuming updates, making it ideal for advisers and their business associates seeking to optimize their operations.

Trackerhub can be found in Real Estate CRM & Lead Management categories.

The most similar products to Trackerhub are:

Ahsuite Promoted → Attorney Share → Flavor → Insureio → ClientBase →

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Details

Trackerhub Main Features

• Dashboards
  You can see how your cases are doing with dashboards for your company, advisers, and introducers.
• Lead Redirection
  You can send leads to another adviser when you are on holiday.
• Fast-Track Portal
  TrackerHub is a quick and easy way to manage referrals and personal cases.
• Mobile Responsive
  TrackerHub works on mobile devices, so you can check your dashboards anywhere.
• Email Notifications
  Get emails about new cases, weekly updates, and payments made.
• Client Notifications
  Clients receive emails at important stages of their case.
• Self-Generated Cases
  You can add cases or referrals that you have generated yourself.
• Simple Referral Form
  Introducers can easily send new cases to the adviser they choose using a simple form.
• Performance Reporting
  You can see reports and stats on how well your introducers and advisers are doing.
• Refer a Friend Feature
  You can get personal referrals directly to your TrackerHub system using a unique URL.
• Business2Business Feature
  This feature lets you share cases easily with other professionals like surveyors and solicitors.
• Multiple Product Tracking
  You can add and track different products for a client's case.
• Automatic Invoice Creation
  Self-employed advisers can register their business and have invoices made automatically.
• Company Authorisation Tool
  This tool helps you control adviser invoicing and make sure cases are finished.

Trackerhub Benefits

• Mobile access
  You can check your dashboards and manage referrals from anywhere, making it convenient to stay updated.
• Easy referrals
  Introducers can use a simple form to send new cases, making the referral process quick and easy.
• Email notifications
  You receive updates about new cases and payments, so you always know what’s happening.
• Forgotten referrals
  Introducers can easily send referrals through TrackerHub, making sure you never miss a new case.
• Generating business
  TrackerHub allows you to manage leads and referrals efficiently, helping you grow your business.
• Lost track of cases
  TrackerHub helps you keep track of all your cases and referrals, so nothing gets forgotten.
• Business connections
  The Business2Business feature lets you share cases with other professionals easily, improving teamwork.
• Managing commissions
  The invoicing system helps you organize payments, so you get paid faster and easier.
• Performance tracking
  You can see how well your team and introducers are doing, helping you improve your business.
• Time-saving solution
  TrackerHub replaces complicated spreadsheets, saving you time and effort in managing referrals.
• User-friendly interface
  TrackerHub is easy to use, so even new team members can start updating cases quickly.
• Monitoring case progress
  Dashboards let you and your team see how cases are moving along, keeping everyone better.
• Improved customer service
  With real-time updates, you can provide better service to your clients, keeping them happy.
• Tracking multiple products
  You can add and track different products for each client, keeping everything organized.

Who should use Trackerhub?

• Advisers
  Advisers can easily track their referrals and keep clients updated, saving them time and effort.
• Managers
  Managers can oversee team performance and ensure better customer service, leading to happier clients.
• Businesses
  Businesses can manage referrals and commissions in one place, helping them to grow and save time.
• Introducers
  Introducers can monitor their clients' progress without having to chase for updates, making their work easier.
• Mortgage Brokers
  Mortgage brokers can streamline their referral process and provide real-time updates to clients, improving service quality.
• Self-employed Advisers
  Self-employed advisers can automate invoicing and track their cases, allowing them to focus on their clients.

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