Your Real Estate CRM & Social Workspace

By an agent, for modern agents: SwiftCloud was created by a former agent & mortgage banker to manage your database, deal flow, leads, transactions & more.

Increase your deal flow with the SwiftCloud Real Estate CRM

  • Increase Lead Generation
  • Get Referrals & Reviews
  • Automate Your Marketing
  • Streamline Transactions
  • Never Lose Real Estate Leads
  • Communicate Easily Cross-Channel
  • Be the Brand of Choice
Real Estate CRM Executive Summary

SwiftCloud for Real Estate can help you win more listings, keep in touch with your database on autopilot, streamline operations to wow your clients & make your business run faster, easier and more profitably. Created by a former agent & mortgage lender, this powerful all-in-one suite includes legal e-Sign & e-Docs, marketing, SwiftCRM + social network, communication tools including SMS marketing, lead scoring, appointment scheduling & reminders and more. Learn more at SwiftCloud.AI/realestate.

Real Estate CRM 1

Contact management for Listings, Buyers & more

Contact management with custom fields, website integration, referral database marketing is just table stakes - any CRM can do that. Apply lead scoring based on a user's online behavior to sort hottest leads to the top, so you know who to contact and why. Work like a farmer with automated long-term drip marketing campaigns, and for leads that are in-market, work like a hunter with tools to get CMA appointments and win that listing. Develop referral sources like probate and divorce attorneys, flip FSBOs with marketing bait done-for-you landing pages, segment your database with momentum forms, and win REO business from asset managers with account based marketing tools.

Real Estate CRM 2

Build Your Brand & Dominate Your Market

A brand is simply perception as the best agent your prospects know, and exists in their mind. You need to build that brand with a series of touch-point messages into a fortress in order to win those listings. SwiftCloud's marketing campaign tools can help you reach prospects via social media, bulk email broadcast, mixed-media drip marketing sequences that include email, SMS, phone call prompts & even visits. On top of our software, we provide training assets and systems to help you get the right message to the right people, at the right time. Once the basics are handled, setup advanced campaigns for probate & divorce leads, relocation leads, refer-a-friend campaigns, investors, FSBOs, expireds, homebuyers, empty-nesters & more.

Real Estate CRM 1

Integrated Cross-Channel Communication

If you're chasing 5 leads, you don't need a CRM- but you should be working on 500 or 5,000. Communication at scale with personalization requires automation, systems, templates, snippets - and it has to be simple to use. SwiftCloud Real Estate CRM allows you to see a complete history of your communication person by person and respond with the right message at the right time.

Who is SwiftCloud Real Estate CRM For?


Getting Your Real Estate CRM Software Set Up is Easy...

1. Import & Setup

Import contacts, marketing assets & setup your website(s), email, SMS to establish base camp.

2. Automate Marketing

Trigger 8x8 touch drip marketing, segmentation & catalyst campaigns, referrals & reviews to increase visibility.

3. Accelerate Dealflow

Spend more time closing sales, and less time getting leads to work smart, not hard.

Upgrade Your Business with SwiftCloud Real Estate CRM

Integrated

Optionally connect an API Software Bridge or Import to integrate existing tools.

Branded To You

Make SwiftCloud your own. Your logo, your colors, your domain, and even a private server.

Works Anywhere

Works 24/7/365 securely on phone, web, tablet, kiosk, sign-pad. Even works offline.

Contact Management & Segmentation

Generate more leads & connect any website, landing page, facebook campaign, or hundreds of other sources. Automate lead enrichment, add distribution rules and autoresponder drip marketing.

Web Forms & Lead Intake

Focus on your top 20% who generate 80% of your income with prioritized lead scoring based on web and click activity. Track catalyst events like graduation, retirement, job promotions.

Lead Scoring & Prioritization

streamline your sales presentations, set up remote video sales templates, clone good better best templates

Communication - Email, SMS, More

custom fields, group with tags, set up lead scoring on custom metrics, everything you need to manage your clients, prospects, vendors and more. the ultimate database management tool, designed by a former agent. track referrals, reviews. sales lead enrichment

Email Broadcast & Sequences

manage all your incoming email, phone calls, SMS in one place automatically grouped by contact. wow customers with templated snippets. integrated automated follow-up

Pipeline & Task Management

manage and streamline your open transactions, track prospects by market readiness, easily keep marketing projects on track. playbooks

Transactions Portal & Management

streamline your sales presentations, set up remote video sales templates, clone good better best templates

eSign, eDocs & File Workrooms

custom fields, group with tags, set up lead scoring on custom metrics, everything you need to manage your clients, prospects, vendors and more. the ultimate database management tool, designed by a former agent. track referrals, reviews. sales lead enrichment

Appointment Scheduling & Reminders

manage all your incoming email, phone calls, SMS in one place automatically grouped by contact. wow customers with templated snippets. integrated automated follow-up

CMA & Sales Tools

segment your audiences, broadcast via SMS or email, setup drip nurturing services automated appointment reminders

Referrals, Reviews & Reputation Suite

plants can manage documents, upload files, update their own file records, leave your referrals and reviews

Playbooks & Delegation Suite

powerful smart docs that more do more than paper ever could, leverage templates, reuse Docs, set up multi-party e-sign automation, all groups into social workrooms you share with your client