planetRE Social CRM | Convert More Leads

zipLogix ®

This partnership offers helpful data integration between zipForm® and planetRE. Use your familiar zipForm® forms within the planetRE platform and seamlessly push or pull information between the two systems. You’ll save time and uphold the accuracy of your data throughout the entire buying or selling process. Manage transactions and client relationships the easy way with one simple starting point.

This integration provides data integration between transaction folders in planetRE and creating new folders in zipLogix with no double entry for common subscribers. It also provides forms access and ability to bring in forms filled out from the forms software back to planetRE main folder preventing double entry and information integrity. Another embodiment of this implementation manifests by creating new zipLogix folders from the planetRE Socialite Contact Management tab for new deals to be created from CRM to zipLogix.

For more information on zipLogixTM please go to www.ziplogix.com

Docusign ®

This is a versatile electronic signature platform for real estate industry. planetRE offers complete seamless integration right from the Docusign signature envelope creation process, signing with multiple participants and getting the signed documents back on planetRE folder in one smooth flow. Another embodiment of this implementation manifests by creating new Docusign folders from the planetRE Socialite Contact Management tab for new deals to be created from CRM to the Docusign DTR® (Transaction Room). A similar interface exists from Docusign DTR to the planetRE Money platform to create new transaction in the back end financial management - preventing double entry and offering single sign on.

For more information on Docusign or Docusign DTR please go to www.docusign.com

Intuit Quickbooks ®

This versatile integration allows planetRE Money users to synch all sales accounting data with their Quickbooks family of products. This integration deployed since 2010 has been used over thousands of real life real estate transactions in many markets. Please see press release: http://www.planetre.com/News/Real_Estate_Financial_Management_Tool.html

For more information on Intuit Quickbooks please go to www.intuit.com

Zillow Lead Integration ®

Two valuable integrations exist with Zillow

First one is the lead integration from Zillow Premier Agent subscribers for captured leads and bring them directly in the planetRE Socialite CRM platform. it creates new contact records with all the lead details and can be used further for lead distribution and management.

The second integration is between planetRE Socialite CRM and dotloop® Transaction Management. It allows planetRE CRM customers the ability to create "loops" in dotloop without double entry. A similar interface exists from dotloop to the planetRE Money platform to create new transaction in the back end financial management from loops already created - again preventing double entry and preserving data integrity and secure single sign on.

For more information on Zillow Premier Agent Program and dotloop please go to www.zillow.com and www.dotloop.com respectively.

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