Streamline your data management process with the LionDesk + FileInvite integration

LionDesk is a real estate agent CRM designed that enables businesses of the real estate market to make more sales thanks to marketing automation. With LionDesk, you can better manage your contacts’ database in order to close more deals, keeping under control your entire sales funnel by tracking your leads behaviors, to-do-lists, team tasks, and results.

How does LionDesk work? First of all, Liondesk integrates with the most lead generation tools and platforms used by Real Estate agents. Once the leads come into your funnel, you can follow up with them with email marketing campaigns, personalizing their journey with automation rules. LionDesk enables you to define the tasks of your entire sales team and manage transactions. With the LionDesk Property Plan tools, you avoid missing tasks and opportunities.

It’s very important that your leads feel they are unique. However, you need an automatic system that lets you run massive campaigns, in order to make the most out of your marketing activity. LionDesk puts your follow up process on autopilot, thanks to drip marketing campaigns that allow you to create custom templates. With LionDesk’s reporting tools you get reports on your campaigns’ success, viewing open rates, click-throughs and more.

FileInvite is an app for websites that transforms the way you gather information from your customers. Thanks to FileInvite, it will no longer be necessary to receive e-mails from clients, files that are too large, incorrect files, files that are delayed and sometimes nothing.

FileInvite was able to simplify the process: all you need to do is create and send a file via FileInvite with the requested information. The client then uploads the files and information to a centralized location.

Moreover, with FileInvite it is possible to select the information in the checklist when they are received and send automatic reminders to motivate customers. Thanks to FileInvite you can download files at any time directly to your computer or synchronize them with your favorite cloud archive. With FileInvite you keep control and amaze your customers with professionalism, saving time and money.