Real estate agents capture escrow rows as CRM deals

Sales reps miss escrow-marked spreadsheet rows, creating pipeline gaps and stalled closings. This ensures reps receive accurate pipeline entries and can track escrow stages.

Overview

Escrow rows slipping through spreadsheets cost commissions and stall closings. Converting escrow-marked rows into CRM deals gives sales reps an accurate pipeline and full escrow visibility so closings keep moving. Customers report faster response times and fewer missed pipeline entries.

Notable Features

Create CRM deals from rows
Filter rows flagged for escrow
Notify assigned sales reps