Customer Relationship Management (CRM)
Edgewise comes with a powerful CRM (Customer Relationship Management), built specifically for residential new construction. The Edgewise CRM is fully integrated into the rest of the Edgewise features (eg. inventory management and transaction management); providing a holistic reporting data.
The Edgewise CRM has a few stand-out features:
- Lead / Buyer assignment (eg. round robin)
- Notes and status (
cold,warm,hot, etc.). - Built-in emailing, with templates, send date scheduling, and read receipts
- Email integrations with GSuite (gmail) and MS 365 (Outlook)
- Automated appointment scheduling (via our Calendly integration)
- Document storage / sharing
- Chat and chatbots
- Complex sourcing (primary, secondary, UTM)
- Tagging
- Preferences (bedroom, bath, price)
- Lead / Buyer reports
- Import / Export
- Notifications / Alerts