Streamline your data management process with the Open House + Pipeliner CRM integration

Open House is a digital App designed to help real estate agents create beautiful Open house sign-in forms that your guests can complete right on your iPhone or iPad. Get any information you need from your potential leads by creating a custom form with any multiple-choice or text-response question you need.

When are they moving? Do they have a property they need to sell? Ask the questions that are important to you and design your form to fit your listing & your brand with customizable background, welcome, and thank you messages. When guests arrive at your open house, they can quickly fill out their information right on your device.

Guests only see the form they are completing so it keeps your valuable leads safe from other visiting agents. After your open house, you can export all your responses to CSV or just email all your open house guests right from the app. Spend your time planning an open house for your next listing instead of manually entering the email address and phone number of each potential lead. Impress visitors at your next open house and get more organized with the Open House App.

Pipeliner CRM is an intuitive software for managing customer relationships, strongly focused on sales activities. It prioritizes the engagement between salespeople and leads/opportunities, including visual sales reports/insights accessible in real time and collaboration tools. In this way, sales team leaders can easily monitor all the team activities and the entire sales process.

Pipeliner CRM separates the contacts management in sections, splitting up the entire contacts database based on the deal stage. You’ll have several sections: account, contacts (useful for B2B businesses), leads and opportunities. Another section has been designed for the activities management, in order to organize all the steps that should be taken to turn leads in opportunities. For all of these sections, Pipeliner CRM provides automation features available for nurturing purposes, tasks and activities, as well as for move the contacts from stage to stage in an automatic way.

The Sales Pipeline includes the whole sales cycle, starting from lead generation and lead management up to closed deals and further. It offers detailed visual insights that also concern sales velocity, health of the pipeline(s) and performances against the goals.