Pipeline Manager
KEEPING YOU ON TASK WITH WHAT'S MOST IMPORTANT
Streamline The Communication With Your Clients
Keep the lines of communication open with Delta Media Group's automated, mobile CRM. It is built to help you TRACK, MANAGE and ENGAGE with your contacts right from your smartphone.
Pipeline Manager allows agents to sync their Google or Office365 accounts with our system to:
- Manage contacts more effectively
- Provide better service to their client base
- Close more deals
Strengthen Your Relationship With Your Clients
Pipeline Manager's robust back-end system is built with all the right tools you need to scan your dashboard so you can prioritize your day's actvities quickly. And since it gives you the power to automate your office tasks, Pipeline Manager frees up more of the day so you can do what you do best – CLOSE DEALS.
- Home
- Pipeline Manager is located under “Home” then under the subtitle “Welcome” located on the menu bar to the left of the page
- Activities For Today
- Number of activities you need to complete today
- Active Customers
- This is the number of current customers that are active within your system
- New Leads
- The number of new leads you received that day
- My Tasks
- Under the task section it will list all your current, overdue and upcoming tasks. You can filter your tasks by today, overdue or upcoming tasks.
- Single Sign-On Favorites
- This section will list your favorite icons to all your accounts which you can log into using one login
- Upcoming Events
- The upcoming events section will list events you have coming up. You can click on more details to find out further information
- Sales Pipeline
- The sales pipeline will let you know at a glance how many pending sellers, current sellers, current buyers, potential buyers and the number of prospects you currently have. This section will also allow you to set a yearly goal and suggest what you need to reach that goal.
- My Leads
- You can give this section a range to pull up where you leads came from, who the customer is, how old the lead is and when they were last active.
Get Started Now!
866-233-9833 | info@deltagroup.com
"My company (Better Homes & Gardens Real Estate The Masiello Group) has been a Delta client for about 2 years now. We have been continually impressed at their level of customer service and innovation. New, cutting edge features are being introduced all the time. We have definitely chosen the right technology partner for our firm!"
Lorraine LeClerc DeVaux, Director of Marketing
The Masiello Group
"With the expansion of Delta Pitch and the new things coming out, it's just really helped us grow our brand and be able to offer the same tools that print franchise companies have for a fraction of the cost."
Shane Radcliff, Broker/Owner
Realty Exchange
"Something that we were able to quickly adopt for everybody in our organization was the My Customer for Life program. And through that, we're not just sending our past clients or sphere of influence a newsletter, but we're sending them relevant content that’s of interest to them individually."
Peter Haring, Broker/Owner
Haring Realty
