Work Smarter with Client and Lead Insights

Who are your leads and where are you succeeding?

REALToDo real estate CRM asks you for a good deal of information on your clients, contacts, and leads. How did you meet them? When was their closing date? What did they want to spend - and what did they end up spending?

We use this information to analyze client behavior and give you helpful, actionable data. The REALToDo analysis module shows you the following:

  • Your clients, broken down by user-defined categories
  • Your clients, broken down by acquisition source (how you met them)
  • Your schedule, broken down by how much time you're dedicating to user-defined categories
  • Your map markers, broken down by user-defined categories
  • Your to-dos, broken down by completion

We're always looking for new ways to process your REALToDo data and give you useful insights into customer behavior. Here are a few other analytics we're working on:

  • Geographic locations that clients are coming from
  • Lead sources that are resulting in sales
  • Average time from client creation to closing date
  • Average home prices
  • Average difference between asking price and closing price
  • Average difference between client budget and closing price

If you're a real estate agent using REALToDo CRM and you've got an idea for analytics you'd like to see in our product, get in touch with us by emailing support@ubiquitools.com. We want to give you valuable insights - so don't hesitate to reach out!

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