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
"Our agents love the fact that they can go out and they can have a website now that looks and feels like them. And then from the SEO standpoint as well. There's a lot of people searching online for information about real estate or they may have a specific need. And we feel that we want to drive them to our website because when we do that, we know we're going to be able to give them great service."
Chris Stark, Executive Vice President of Sales
Stark Company Realtors
"I think what's nice about the DeltaNET is the agents like it. Of all the CRMs they've used in the past, it’s the easiest to navigate and to understand, and so the bottom line, the agents really like it."
Chrissy Smith, VP of Sales & Marketing
Badger Peabody & Smith Realty
"I've worked with a lot of different types of technology platforms, but Delta Media Group is the first company I've worked with that is so responsive and encourages feedback."
Shannon Heyman, Communications Director
Coach Realtors
