Chime CRM

Open your laptop, import your contacts, and start working deals in minutes. Connect your email, calendar, MLS feed, and website so everything lands in one place. Build your pipeline stages, add custom fields for your niche (buyers, sellers, investors), and segment by price, location, or behavior. Set scoring rules so hot prospects float to the top. Use the AI Assistant to draft outreach that fits each segment: first-touch emails, follow-up texts after a showing, open house recaps, and property highlight blurbs. Save templates, auto-personalize with merge fields, and queue them for review before they go out.

Set campaigns in motion without juggling tools. Spin up landing pages, launch Facebook and Google lead ads, and plug in auto-responders that text new sign-ups within seconds. Route new inquiries by territory, budget, or lead source to the right agent, and assign a call task if nobody replies within a set window. Manage replies across email, SMS, web chat, and social from one thread so you never lose context. Use a dedicated number for each team or market to track calls, record voicemails, and auto-log notes. Create nurture journeys for buyers who are three to six months out, drip market updates, and trigger reminders when they click listings repeatedly.

Work your day from a prioritized task list and a clean board view of your deals. Drag prospects from new to under contract, schedule showings, and confirm appointments with one click. Generate proposals and net sheets, attach disclosures, and collect e-signatures without leaving the record. Track transaction milestones—inspection, appraisal, loan approval—and let automation ping lenders, title, and clients when each step changes. Collaborate with ISAs and team members: share notes, tag teammates, assign follow-ups, and hand off deals cleanly. On mobile, get real-time sync for calls, texts, and calendar so you can update the file from the driveway after a showing.

Measure what’s working and adjust fast. Use predictive insights to spot who’s most likely to convert, forecast monthly closes, and shift budget toward top-performing audiences. Break down performance by agent, source, and territory; compare ad variations; and track speed-to-lead and response SLAs. Customize fields, workflows, and roles to match rentals, new construction, or luxury listings. Integrate smart lockboxes or IoT counters to correlate foot traffic with engagement and automate follow-up after a door opens. Build reports that surface ROI, pipeline health, and bottlenecks, then iterate: refine templates, retune scoring, and update automations so your next month runs even smoother.