Create your Visme
Introduction to Xcelerate CRM
Wed, Jan 20th 2016 3:00PM - 4:00PM EDT
Xcelerate CRM is a
email marketing solution
powered by Gabriels Technology Solutions.
- lead management
- lead routing
- lead notification
- lead incubation
- drip marketing / workflow
- listing management
- listing impressions
- showing scheduler
- expense tracker
- document management
- pocket listing
- print marketing
- email marketing
- email tracking / metrics
- single property website
- dedicated domain
- branded templates / layout
- email scheduling
- lead listing alert
- event reminder
- report scheduling
- responsive design
- mobile friendly
- native apps
Service Provider (Yelp)
Open browser and navigate to the provided Xcelerate CRM url.
(Each brokerage has its own dedicated Xcelerate CRM url.)
Don't have an account? SignUp" link at the bottom of login form.
Enter your First Name, Last Name, Company Email Address. Click "Sign Up" button.
You will receive login credentials in the email.
(Make sure to check spam folder and mark as safe sender.)
Log phone calls made to leads
- Use Xcelerate native mobile app
- Log different phone call results
(left voice mail, requested callback, had conversation, etc.)
Log important text message sent to leads
Log other activities
- Each broker office might have customized activity list.
- Check log activity drop down options and log appropriate entries.
Log appointment made with leads
- Listing Presentation
- Property Showing
- Casual Meeting
- Document Review
Log email sent to leads
- Send email directly from Xcelerate CRM
- Log sent email from other mail client
- BCC Xcelerate MPS email
(if on lead detail page, the current lead is automatically selected, this step could be skipped)
Edit subject / cc / bcc
Add / edit tex
(e.g. use the default letter header template and edit the message)
Do a thorough preview!
Check email header
Check email subject
Check contact info rendering
Ready to Send
Set a scheduler
Mass email? Set as a campaign for email metric.
The listing alert template could be customized to use branded header. Please contact your office manager to setup a branded header for listing alert template.
The default listing layout includes one property photo, basic listing information, short listing description, days on market and link to the listing on the broker website.
Agent branding / contact information is automatically populated. Look for an alternative layout? Just send the layout to your office manager for approval.
Have trouble in contact uploading? Submit a support ticket and our customer success manager will reach out to help with the data upload.
Select contact group, Decide whether these are lead contacts, Upload to Xcelerate CRM
Copy contact data from #1 to the corresponding columns in #2
Download Xcelerate CRM contact upload template
Download data from your existing contact database / system
Xcelerate Webinar - Introduction to Xcelerate CRM
Brian Zhang | May 16, 2017