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IDX Matrix CRM

Dashboard

The IDXmatrix dashboard provides you with instant access to all of your most important information.


Features of IDX Dashboard:

The IDXmatrix dashboard provides you with instant access to all of your most important information. As soon as you start the real estate software you are presented with the dashboard. This will show you your ‘to do’ list for that day, highlighting urgent tasks and helping you to prioritize your workflow. The dashboard displays all recently acquired leads so that you know which ones to follow up with, to turn those leads into clients. The CRM dashboard also shows accountability graphs allowing you to measure progress towards your goals and KPIs.

CRM Dashboard
IDX Matrix Video

How IDX Dashboard works:

As well as providing you with this wealth of information, our CRM dashboard also provides quick links to carry our certain jobs. Adding a new lead, creating a new task, or sending emails and texts can all be done directly from the dashboard. These are the most frequently used functions and having them immediately accessible saves time. The design of the dashboard is intuitive and simple to use. As soon as you open the program it is obvious where all the information you need is and it is easy to complete common tasks.

How the IDX dashboard is beneficial to end user:

By providing this information and these quick links the dashboard provides you with the basics of what you need with just a quick glance. This helps to improve efficiency and help realtors get a good start on their day.

You sit down at your desk first thing in the morning and instantly your dashboard pops up reminding you to follow up with one of your leads. No need to go digging around for their contact details you can contact them directly off the dashboard by text or email. This way you can get many of your routine tasks done quickly freeing up your time for tasks that are more complicated.

IDX Dashboard

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