Trackerhub

CRM en leadmanagement voor onroerend goed

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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 is te vinden in Real Estate CRM & Lead Management categorieën.

De producten die het meest op Trackerhub lijken zijn:

Ahsuite Gepromoveerd → Attorney Share → Flavor → Insureio → ClientBase →

Schermafbeeldingen

Details

Trackerhub Belangrijkste kenmerken

• 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 Voordelen

• 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.

Wie moet Trackerhub gebruiken?

• 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.

Insignes

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Trackerhub Alternatieven

Ahsuite Gepromoveerd

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Attorney Share

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Flavor

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Insureio

This comprehensive platform enhances the efficiency of insurance professional...

ClientBase

This platform streamlines client management and enhances business growth by p...

Plannr

This innovative platform streamlines the management of client relationships a...

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