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LockedOn

Checklist

LockedOn may be the right

Real Estate CRM for you if…

…you’re in Australia! Yup – This one is strictly for agents down under because much of the terminology is unique to Australia and North American agents would not find it comfortable for them. The process is pretty much the same but the terminology is all different. The first step in getting a listing is getting an appraisal which we would call doing a CMA. Customers are called vendors. There are always attorneys involved which are referred to as solicitors. I’m not saying that a North American agents could not use it. I’m just saying that others are just better suited to our needs.

That said, I really like the way this is laid out. It’s very process oriented with specific follow-up plans for each step of the listing, closing, and post closing. It has a unique look which is readily seen on the home page/desktop.

But more than anything, it’s very simple to use.

If you’re in Australia and you’ve been looking at all these CRMs for Europe and North America, I would strongly recommend you take a look at this one.

LockedOn Vital Statistics:

–Understand these terms–

Out of beta & started selling: 2011

Parent company: LockedOn

What kind of sales is this for? residential, agent, team, brokerage

Comparative time to learn: ♦♦♦

Support: Australian Time – 8:30 – 5:00 EST Mon – Fri – Email, Chat & Phone

Have you used this CRM?  Rate it – but please be professional. Thanks!

4.11 / 5 (18 votes)

Stats

Dashboard/Desktop/Home Page

LockedOn Desktop View

Features

Unique or Notable Features

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Contact List

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Properties

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Set and Track Your Goals and Production

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The Store offers everything from one-on-one coaching to customization of the CRM for white labeling

How does LockedOn stack up with other popular features?

Phone/tablet: Synchs to iPhone native address book and calendar, Native iPad Application

Lead capture: Existing relationships with RealEstate.com.au and domain.com.au, API available for vendors

New Lead Display – On the lead screen

Lead notification: email

Team Capabilities:

  • Can see all other user’s data
  • Can be restricted to see only their contacts
  • The administrator can see all data from all users
  • Can be restricted from exporting data
  • Can be restricted from editing data
  • When a note is made in a contact record, the user who made the comment is displayed

Buyer Home Search – Yes

Internal email software – No

E-mail stored with contact record – Yes AND Transaction Record

Blast Email – No limit on quantity

Email campaign reporting – Internal blast email campaign reporting through affiliation with Sendgrid. Unsubscribes are noted in the contact record and automatically remove a contact from future mailings

Capable of building email drip campaigns: Yes

Capable of building activity plans –  Yes

Included Template Content – Yes. For short term prospecting, For long term prospecting, For post closing follow-up

Social Media – Links in marketing media

Call center: No

Lockbox manager: No

CRM Comparisons

Do a screen sharing session with me and see this product or any others in which you may be interested.

1 month free trial then $697 signup fee

Single user is $97 per month

Have a questions for me? Click here and ask away!