Moxi Engage™ CRM

Sphere methodology

SPHERE METHODOLOGY

At the heart & soul of Moxi Engage is a sphere-based selling methodology, guiding agents along the way.

Business goals

BUSINESS GOALS

Agents set their income goal within the CRM & receive activity recommendations based on where they are in relation to the goal.

Sales cycle intelligence

COACHING

Relevant activities & tasks are recommended based on where a client is in the sales cycle. Engage helps agents do the right thing at the right time, every time.

MLS - small

MLS

Our Engage CRM is connected to your MLS. Those MLS records are constantly checked to gauge how an agent is performing against their personal sales goal.

NEIGHBORHOOD NEWS

Neighborhood News sends automated market snapshots, personalized for each subscribed contact in an agent’s Moxi Engage account. These monthly emails keep your sphere up-to-date on market happenings in their neck of the woods.

neightborhood-news-1-1
Completely automated
market overviews
neightborhood-news-2-1
Personalized data for each client's location
neightborhood-news-3-1
Delivered via email from their agent

JUST-LISTED & JUST-SOLD

Gently let your sphere and prospects know when you list and sell. Just-Listed & Just-Sold is a Moxi Engage feature that automates notifications to select members of your sphere to keep them in the loop.

just-listed-just-sold-1-1
Automated email updates as you close transactions
just-listed-just-sold-3-1
Manage subscriptions directly in Moxi Engage CRM
just-listed-just-sold-2-1
Responsive design
for any device

Moxi Insights

Get to know your sphere better, faster. Moxi Insights is a prospect insights tool that instantly supplies you with access to extensive public records data about contacts in your sphere and  prompts agents when to take action.

moxi-insights-1-1
Access Moxi Insights directly in your CRM
moxi-insights-2-1
Client data & insights at your fingertips
moxi-insights-3-1
Get notified when someone is likely to buy or sell

0

Client Contacts

0

Neighborhood News Subscribers

0%

Typical Adoption Rate

0%

More Transactions

PLUG & PLAY TOOLS & SERVICES

docusign

Transaction Management

DocuSign’s Digital Transaction Room in the best in the industry. This partnership allows our CRM to provide their fully digital transaction management program for our agents to manage their workflow with clients.

imprev

Marketing

Imprev automates the full marketing lifecycle. From marketing a new listing to nurturing leads, Imprev simplifies the creation and distribution of a broad array of print and digital marketing.

offrs

Leads

Offrs predicts future listings using their proprietary algorithm and automated marketing to generate leads. License a territory by zip code and get exclusive info.

loop

Gifting

Loop & Tie makes great gifting easy. Agents can send clients a selection of gift choices based on price and clients choose their favorite, without knowing the price range chosen. Let your clients pick a gift they’ll love and use.

buyside

Leads

Buyside brings over 175 years of combined real estate experience to assist brokerages in turning their buyer data into leads, listings, and profits.

flipt

Marketing

Flipt enables brokers and agents to win more listings. Their predictive marketing technology displays your ad to homeowners going through life-changing events (empty-nesters, moving into retirement, etc.) on 1000s of well-known websites and mobile apps. 

spacio

Paperless Open Houses

Spacio automates visitor registration with the first paperless open house. Collect visitor information and automatically send follow up emails right after your open house.

realscout

Leads

RealScout combines revolutionary buyer data driven listings tools and industry-best home search experiences to help you win and sell more listings.

xpress

Marketing

Xpressdocs provides full-service direct mail, digital print, conventional print, custom packaging, bindery and finishing services, to integrated cross-media marketing campaigns that include email, print, and social media.

Dizzle

Home Services

Dizzle connects qualified home service providers with real estate professionals and new homeowners during the home transaction process.

dotloop

Leads

dotloop aims to eliminate the inefficiencies associated with the real estate transaction process by allowing everyone involved to collaborate in real-time. For brokers, it provides insights into the pending deals and speeds up the compliance and approval process. For agents, it’s where you get deals done - enabling streamlined transactions and excellent client experiences.

impact

Marketing

Impact was founded by real estate professionals and brings over twenty years of industry experience. They are a real estate marketing firm that provides proven marketing solutions through online tools and printed products.

lantrax

LeadTrax

LeadTrax from LanTrax collects, qualifies, assigns, tracks follow-ups, and converts your leads with their customizable lead management software.

quantum

Marketing

QuantumDigital makes targeted direct mail simple and fast. By combining 24-hour turnaround speeds, easy-to-use tools, mailing list services, and an affordable turnkey approach, they help real estate agents target their marketing and reach customers faster.

Asset 43

Leads

Totomic shows who (and how) to target during home sales. Totomic’s Best Buyer report gives agents a digital edge, helping guide their marketing tactics through an in-depth analysis of big data.

iTour

Marketing

iTourMedia provides technology solutions to help agents’ digital marketing strategy. They are your digital media partner for video, social, print, and augmented reality.