Tribus Vital Statistics:
Out of beta & started selling: 2014
Parent company: Tribus Group
What kind of sales is this for?: Residential, Team, Brokerage, Features – ♦♦♦♦, Customizable
Support: M-F 9:00 am – 8:00 pm EST, Sat – 1:00-5:00 EST by chat, email or phone
Have you used this CRM? Rate it – but please be professional. Thanks!
It’s pretty difficult to say you don’t like the way the dashboard is set up on this one. Of course you could, but you would only have yourself to blame because you decide what it looks like. And they help you make it that way. Their on-boarding process includes setting up your desktop as well as much more. So if you don’t like the way it looks here, your imagination is the limit.
Unique or Notable Features
Gamification – ♠ Best in Class! – Tribus is nothing if not a true broker level CRM. If you as a broker have ever tried to implement a CRM in your office you will know that the biggest challenge is adoption. It is very difficult to get many agents to use the CRM. So what’s the answer? Maybe gamification! What that means is that as agents accomplish tasks in the CRM they are recognized and given incentives and rewards automatically. You as the broker can implement monetary awards for milestones reached in usage of the CRM if you choose. If you want to implement a CRM and have a true advantage for better adoption rates, this is the only CRM on the market with gamification.
Customizability – Salesforce based CRMs like Leading Agent and Propertybase are incredibly customizable and were the only game in town from in that context until Tribus came along. Some of the CRMs offered here are really good and they can accomodate many needs but they are what they are. The fields are hard coded (unchangeable) so can’t add to, modify, or delete them. With Tribus you can literally add fields and move sections of the screen around. It’s puts Tribus into a very small group of Real Estate CRMs that can be the answer to a customized CRM without having it built from scratch. It also lends itself to use by agents who do more than just residential resale, who need the ability to make the CRM their own by customizing it. Note how I am clicking and dragging the transaction section below. I can move these sections around and make the screen work the way I want it to work.
IDX Feed: How long have you wished you could eliminate the need to go into the MLS to see what properties are associated with which contact and have the listing alerts controlled from within the CRM instead of the MLS. Most people would answer that they never thought of it. That’s because it is so rare that it probably never occurred to you. Well it can now occur to you. There are only three CRMs here that itegrate an IDX feed into the CRM. Propertybase, Masterdigm, and Tribus. They have an IDX integration with Displet IDX, which is a company they purchased last year. If you have this IDX, Saved Properties, Properties viewed, Saved Searches and Searches Performed are all brought into the contact record automatically. Also, they can bring in each agent’s listings automatically (ONLY if you are using Displet IDX) where you can manage your listing and see some MLS info, the status, the price and the featured photo.
Mobile Version: Tribus‘ mobile version does almost everything the desktop version does, so it’s very powerful.
Affiliations – I mention this here because there are a number of affiliations that Tribus has that are frequently requested, Dotloop being a major one. They include:
- DocuSign Transaction Rooms
How does Tribus stack up with other popular features?
Phone/Tablet: Works on any device by adjusting the display accordingly
Lead capture: Tribus provides a contact form for your web site, but it also provides an email parsing service that will grab virtually any lead from anywhere as long as you get it in an email. All you have to do is tell your lead provider to change the email address that they are currently sending the leads to, to one provided by Tribus. From then on they just populate into Tribus.
New lead display: Not out of the box, but can be easily added
Lead notification: Text or email. Leads can be routed based on zip, price, subdivision, county, city
Team capabilities: Complete hierarchy structure for any size team. This is one of their forte’s
Buyer home search: Not out of the box, but can be easily added
Internal email software: No
Email stored with contact record: Yes
Blast email: Yes. The blast and drip emails are sent through Mandrill. First 12,000 emails per month are free, each 1000 thereafter are 20 cents.
Email campaign reporting: Yes
Capable of building email drip campaigns: Yes
Capable of building activity plans: Yes
Included template content: Some
Social media: Yes
Call center: Not out of the box, but can be easily added
Lockbox manager: Not out of the box, but can be easily added
If you’re on the fence about it, don’t be bashful. I’ll be happy to do a live online screen sharing demo to show you some of the great features of this CRM. – Gary David Hall
Do a screen sharing session with me and see this product or any others in which you may be interested.
Tribus does things a little differently than the rest as far as pricing goes. Their market is agents who have a team or brokerage behind them to provide ongoing setup and direction with the CRM. It is $50/mo. per agent but it is a minimum of ten agents, so $500/mo. minimum. Price breaks occur at 25 and then there is a schedule beyond that.
There is unlimited support for up to 19 agents in a team or brokerage. As the numbers grow to twenty and more, there are fees for support.
There is a setup fee of $1,000 minimum. The setup comes with up to 10 hours of one-on-one on-boarding where they interview the admins, get a feel for their business processes, and make recommendations as to the optimal lead routing, custom fields, permissions, and overall configuration. Once the recommendations are either accepted or tweaked/accepted, they configure the system so that it is fully ready to use from day 1.
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