Streamline your data management process with the LionDesk + Pareto Platform 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.

Pareto Platform CRM is a Microsoft Dynamics cloud-based CRM solution designed exclusively for financial consultants.

Pareto offers a mobile app for consultants and their solution does not require installation since it is based on the Microsoft back-end system.

Pareto has customized Microsoft Dynamics for the specific needs of financial consultants with integrated best practices based on the Pareto System Consulting Program.