Tag Archives: crm

What marketing tools are must-have in 2025? Pulse

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Are there marketing tools you can’t live without? Let us know which platforms, software or strategies are making the biggest impact on your business this year. Continue reading →

BoldTrail’s Vitals Dashboard digs into business drivers

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BoldTrail’s Vitals Dashboard offers company leaders a way to analyze individual agent performance with real-time user metrics that peel back how tools are being put to use to respond to leads or react to deal hurdles, among other uses. Continue reading →

Verify by CallAction reduces risk as TCPA tightens: Tech Review

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On Jan. 27, new rules for contacting consumers kick in. If you’re not compliant, you’re at serious risk of fines and lawsuits. Just ask Keller Williams. Continue reading →

Lofty acquires real estate CRM company Firepoint

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There is a good deal of feature overlap between the Lofty and Firepoint, with both providing the market website creation and content management, AI assistants and lead generation and oversight. However, Lofty ventures into transaction management, omnic… Continue reading →

Aidium launches 24/7 customer support for mortgage lenders

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Business intelligence and mortgage CRM platform’s expanded services follow $19 million Series A funding round led by PeakSpan Capital in April. Continue reading →

Dominate documentation this summer with these 4 hot tips

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Want to cover yourself and your clients while preventing miscommunication? Careful organization and documentation, Rachael Hite writes, can save your summer. Continue reading →

Reliance helps South Dakota’s oldest brokerage embrace the new

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Real estate software and marketing services firm Reliance built a new website for Hegg Realtors, South Dakota’s most tenured brokerage. Continue reading →

New release Harvist offers another option for lead farming

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The company specifically referenced a pending legal settlement that could lead to a number of changes in the way agents and brokerages make money, saying that the importance of communicating the profession’s value to consumers is paramount. Continue reading →

Aidium Mortgage CRM lands $19M in Series A led by PeakSpan Capital

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Founded as Daily AI, Aidium rebranded last year to better align brands it had acquired — Whiteboard CRM and Recruitable.ai — under a single umbrella. Continue reading →