Platinum CRM
Platinum CRM Mobile App
The Platinum CRM App for the mobile CRM platform allows active agent to stay connected on the go, ensuring you never miss an important meeting, have access to contact’s information and appointment details from anywhere, at any time.
Platinum CRM Training
Webinars & Tutorials
For around-the-clock assistance, click below to view our suite of video tutorials and recorded webinars.
Training Classes
For live virtual training, click below to register for Platinum CRM webinars and CE-eligible classes.
Contact Profile
Manage your contacts to build and maintain a strong relationship from initial meetings to closed transactions!
The robust Contact Profile captures:
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- Contact details
- Notes
- Calendar events and tasks
- Email records
- Multiple important dates (birthday, home anniversary, etc.)
- Social media links
- Relationships
- Source
- Lead type
- Custom Fields
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Contact Dashboard
Features of the Contact Dashboard include:
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- Complete Contact list
- Contact Pipeline
- Contact Import options
- Mailing labels
- Smart filters for sorting and selecting
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Services
Unlike any other CRM, the Platinum CRM integrates powerful HAR tools that assist in building and fostering client relationships.
Integrated Services
- MarketInsight
- Instant CMA
- ShowingSmart
- Open House Registry App
- Transactions
- EmailMarketing Campaign
- Financial Tools
- Client Portal
- LeadMagnets
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Deals Dashboard
The Deals Dashboard is an attractive and visual overview of your current and past Deals!
Platinum CRM offers a unique feature that you won’t find with any other CRM platform – integration with Matrix. With the click of the “Refresh” button, your current and Deals from 2020+ import. Manage the details of yours deals by assigning Contact(s), update the estimated closing dates, manually enter projected revenue and more!
You can also upload your older deals, those from 2003 to present, to your Deals Dashboard and assign a Contact to each one. This makes it easy to track and manage your client relationships over time.
Calendar Management
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- Effortlessly schedule appointments, events, and tasks.
- Sync your Platinum CRM Calendar with your existing calendar (Google Calendar, Outlook, etc.) for a consolidated view of your schedule.
- Keep your Clients informed with timely reminders and personalized follow-up activities.
- Strengthen relationships by receiving automated reminders about your Contact’s birthdays, anniversaries and other important dates.
- Break down the real estate transaction process into manageable tasks with our intuitive task management tools.
- Assign and prioritize tasks, set deadlines, and track progress in real time.
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Email Provider Synchronization
Connect your email client (e.g., Microsoft Outlook, Yahoo, Gmail, etc.) to save time and increase productivity! Send and receive emails directly from Platinum CRM to easily view all emails for a specific Contact on the Contact Overview, Platinum CRM Dashboard or Email page.
Features
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- A record of all emails sent to and received by a Contact is saved in the contact’s Profile.
- Leads received from HAR.com can easily be added to Platinum CRM from the dedicated Leads inbox.
- Your email signature is included in every email.
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Frequently Asked Questions
Who has access to my Platinum CRM data?
The Platinum CRM platform is a single-sign on system. No one has access to the data except for the Platinum subscriber.
Is Platinum CRM integrated with Matrix to record all of my current and historical transactions?
Platinum CRM and Matrix are integrated for all transactions from 2003 to present. Learn how to manage your transactions HERE.
Is Platinum CRM a tool only available to Platinum subscribers?
Yes, Platinum CRM is one of the 55+ tools in the Platinum subscription. To learn more about the Platinum tools and subscription, click HERE.
Can I import my contacts from an external CRM into Platinum CRM?
Yes, you can import contacts from any CRM or database as long as you can export the contact data into a CSV file. CSV files can be imported into Platinum CRM with easy mapping of relevant fields.
Can I import my phone contacts into Platinum CRM?
Yes, you can import your mobile device contacts into Platinum CRM either individually or 50 at a time through the Platinum CRM mobile app. The mobile app is a free app that can be downloaded from your device’s mobile app store.
Will my HAR.com, ShowingSmart and Matrix contacts be automatically imported into HAR CRM?
HAR.com and ShowingSmart contacts, along with their relevant data, will automatically be imported into Platinum CRM. With the click of a couple of buttons, your Matrix contacts will be imported.
Where can I review all of the new features of Platinum CRM?
There is a “What’s New” page that lists all of the new and updated features of the platform. Access this page by clicking HERE.
Can I export my Platinum CRM contacts to import to an external CRM?
Yes, you can export from Platinum CRM by clicking HERE to get started.
Platinum Subscription
Platinum is a premium service offered to its REALTOR® so they can better serve their clients. Platinum empowers the agents with over 55 of the most innovative and powerful technology tools for Agent Promotion, Contact Management, Lead Generation and Listing Marketing!
