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IDX Matrix CRM

Manage Groups

Are you looking for a solution that can help you manage groups? Yes, it’s possible with IDX Matrix’s Manage Groups option. Now you can manage your customers and contacts efficiently.


Through IDX Matrix CRM you can track and follow-up on any previous activities with your leads, including phone calls, and send them to bulk SMS and bulk email according to the requirements. You can also add customers manually, or you can smart excel import utility.

With this real estate software, you can correctly manage all your leads as they move through the sales cycle from one platform. You can automate the lead management processes to capture, qualify and nurture leads. You can quickly put triggers on your customers’ actions and then prioritize them based on the requirements. IDX Matrix is offering you comprehensive property management software that works as all-in-all a solution to all your needs.

Features of Manage Group:

Now the agent can easily create a group with contacts/leads available in the real estate CRM dashboard and can send bulk SMS and bulk Email according to the requirements. Now operating your leads is not challenging. You can entertain multiple leads at a time and have a conversation with them more effectively.

Manage Groups
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How Manage Groups Works:

There’s nothing difficult. All you need to create a group with contact/leads available in your list and automate SMS and email process. You can monitor sale activities, see the contact records and even view communication history in one place. So now managing leads without the hassle.

Benefits of Manage Groups for Agent :

  • This option offers you to update the users about any new property that come to particular area.
  • You can create group according to area wise, price wise and offer wise.
  • You can create area group based on user search criteria and can send bulk SMS and bulk email to that particular group.
Manage Groups

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