Upgrading from your Legacy CRM to the NextGen CRM has never been easier. This Free upgrade will greatly improve the way your Brokerage office and Agents utilize the system. NextGen has a more intuitive designs, workflow improvements, less clicks, more visually appealing & engaging, bulk import functionality throughout the system and easier for agents to use. Learn More About How to Upgrade. Please click the links to view help docs.

Marketing:

• Intuitive design, improvements to workflow and layout that is consolidated under one component.
  • Campaigns
    • Ability to add custom templates (New)
  • Lists (Enhanced)
    • Improved Workflow by adding lists to the campaigns and eBlast setup experience
  • eBlast (New)
    • Send Bulk Text Messages to your clients and prospects.
  • Boost Dashboard (New)
    • Brokerage branding automatically sent to Boost for easy set-up
    • Easy access to manage your Boost Listing and Boost Agent advertisements

Contacts:

• Community Contacts (Same as Shared Contacts)

• Favoriting Contacts (New)

• Customize Contact Header (New)

• Improved Contact Search, Filter, Sort (Enhanced)

• Easier to manage your Contact info and reference key details (New)

• Add Tags to your contacts (New)

Listings:

• Improvements to Sales Exclusives with additional options (New)

• More options for Saved Searches and ability to subscribe a list of contacts to that saved search (New)

• Import PBMLS Listings in Bulk (New)

• Create Profession branded Cloud CMA report from the listings tab (New)

Transactions:

• Easier Single-Sign-On & deeper integrations with TMS products like ZipForms and TransactionDesk
• Ability to connect with our Lone Wolf Transaction Management Systems (New)
• Ability to add multiple contacts to TransactionDesk & ZipForms (New)
• Customize Transaction Header (New)

Tasks & Events (Enhanced):

• View all your Task, Events, & Actions Plans in one component & improved workflow.

• Task & Events Syncs to your Dashboard

Website Builder (Enhanced with 61 New Designs):

• Enhance User Experience: Our new customization options are not just about looks; they also improve the user experience of your website. By optimizing the placement and design of components, you can create a more intuitive and engaging browsing experience that keeps visitors on your site longer.
  • Themed Presets
    • Create a seamless and cohesive look throughout your website by utilizing our Classic, Colorful, Luxury, and Modern Theme Presets.
  • Global Layout & Cards
    • 61 new global layout & card designs that provide variety with the themed designs for a cohesive look and feel on your website.
  • Home Layout Page Designs (Coming Soon)
    • 48 new home page layout designs that allow you to customize your homepage. These designs are all branded to fit within your existing design system.

Call to Action Banners (New):

• Improve your lead conversion with CTA banners that can be placed in five different locations on any page of your website.

• Customize the CTA banner image, colors, content to fit your marketing need.

Website:

• Intuitive design, improvements to workflow and layout that is consolidated under one component: Pages, Blog, Website Builder and Components. (Enhanced)
• Bulk uploads for Testimonials & Redirect improvements (New)
• New WIZIWIG templates (New)
• Google image search for area profiles (New)