What’s new
RealPlus now integrates with the CRMs agents already rely on, starting with Follow Up Boss and Cloze, with more to come. Agents who work in both systems keep their contacts, emails and listing activity in step, without entering anything twice.
What stays in sync
- Contacts, both ways: send customer records from RealPlus to your CRM, one at a time or in bulk, and new and updated CRM leads flow back to RealPlus.
- Emails you send: CMAs, shared listings, search results, market reports, Deal Analytics and other client-facing emails from RealPlus are logged on the customer’s CRM profile.
- Listing activity: likes and dislikes, showings, appointments and collaboration messages are logged too, whether you record them or your customer does in RealPlus myPlaceNYC.
You stay in control
The sync adds and updates information; it never deletes it. You choose which existing customers to sync, and you can turn syncing off at any time. Synced customers are clearly marked in RealPlus, and your CRM keeps a log of every sync.
Getting started
A company administrator requests access from RealPlus support, then turns it on for individual agents. Each agent connects their own CRM account. The integration is included with a standard RealPlus subscription for clients with an active account with a supported CRM. [PLACEHOLDER: confirm this applies to Cloze]
Already a RealPlus client?
Step-by-step guides are in the RealPlus knowledge base, and your RealPlus team can walk you through it.