Sierra Interactive vs Open To Close, Inc

Sierra Interactive is the most powerful end-to-end real estate platform available. Now you can leverage your lead management from anywhere with the Sierra mobile app: ** Instant Notifications, Based on Your Preferences. – Your in-app notification feed displays the information that you want it to display – including options for new lead assignments, anytime a lead saves a property or requests more information, and much more. Quickly manage your notification types and methods from inside the app. ** Save Time with Powerful Bulk Actions. – Send mass text messages, mass emails, bulk assign and unassign action plans and drip campaigns, and create a call list to more effectively call your leads. ** Connect by Voice by Creating a Call List. – Add selected leads to a call list, then use the integrated Dialer to work the phones. The call list feature integrates seamlessly across the web app and the mobile app, so you can even start in the office then head out the door – without missing a beat. ** Quickly Search Your Database for Any Lead. – The mobile app lead search experience is essentially identical to the quick lead search in the web app. Then, if you have a new lead to add, do it with ease in the mobile app’s Add Lead screen. ** View & Manage Leads by Smart Filter. – Quickly toggle from smart filter to smart filter to view and manage assigned leads and pond leads. The smart filters will exactly reflect the ones you’ve added to your web app account. ** Get the Quick Context with Contextables. – Tap to reveal a bit more insight to your leads with lead contextables. You’ll see, when applicable, a lead’s short summary, recent search location, frequent price range, saved properties, properties viewed, and last site visit, or simply their registration date. ** Get the Bigger Picture in the Lead Detail Page. – View each lead’s full communication history, edit their profile, manage tasks and action plans, and so much more in the lead detail page. ** Communicate by Phone, Text, Email, & More. – Individually manage your leads by sending an email, shooting a text, making a call, adding a note, assigning a task, and adding an on-site message. Take advantage of the fully integrated Dialer for making calls and sending texts. ** Achieve Inbox Zero, Even While on the Go. – Manage your showing requests, requests for more info, and incoming emails, texts, and calls from the Inbox. Make sure you never miss an inbound communication from your lead, and respond from anywhere. ** Knock Out Your To-Do List from Anywhere. – Plow through all of your tasks – calls, emails, texts, on-site messages, and anything else you’ve got to do – in the Task Manager. ** Stellar Support, by Email or by Phone. – Have a question or run into a problem? Our customer success team is here to help. Tap to email or call anytime from your in-app profile. ===== Here’s what others are saying about the Sierra mobile app experience: “Perfect!!!” – Gerard Hagan [BestEdmontonRealEstate.com] “I have been using the Sierra mobile app for some time now and I have to say it is "The Best" mobile app I have used with a CRM platform. It has really helped me stay in touch and follow up faster while going in between appointments.” – Brandon Duncan [DuncanPrimeRealty.com] “The new Sierra app has made staying in touch with new leads, hot leads, and current clients so much easier. Thank you for this game-changing technology.” – Lisa Treu [TreuGroup.com] “As the team leader, I can monitor lead activity, showing requests, and other notifications easily, no matter where I am day or night.” – Buddy Blake [BuddyBlake.com] “We've been testing the app now for 6+ months and have had a front row seat to the thoughtful approach the Sierra team has taken to make this a powerful mobile tool for agents and ISA's. Total game changer!” – Mike Novak [HousesWA.com] ===== Enjoy less hassle, and more success, with the Sierra mobile app.

The default dashboard is the messages. This is a list of messages that you have access to and are able to send to people or properties you have access to. The properties tab is a list of the properties you have access to. When you press on property it takes you to a new window and you see the timelines, messages, details, documents, contacts, tasks, and notes for that individual property if the content has been put into the property. The important date is a list of properties with important dates. Forms tab is a list of any intake forms that you have available to you to use. Settings tab allows you to view terms and conditions, privacy policy, or log out of the app