Real Estate
home search & CRM
for the real estate professional
A national real estate home search provider, our IDX/Home Search solution will help you stand out. You can enable your buyers to explore listings on your website while simply promoting and marketing your listings directly from your website. The user-friendly interface includes a streamlined lead nurturing system, helping you maintain connections and project an ultra-professional image.
featured
Top 6 benefits to our IDX HOME SEARCH + CRM
ENGAGE. CONVERT. CLOSE.
Attract your buyers/sellers with a sleek, modern property search.
USER-FRIENDLY PROPERTY SEARCH
Make your site user friendly with search options and community information that buyers and sellers love.
COLLECT LEAD INFORMATION
Capture new lead contact information with prominent calls-to-action and registration prompts.
POSITION YOURSELF AS THE LOCAL EXPERT
Define your areas of expertise and automate website and email reports with listings-based content.
Universal Search Bar with Auto-Suggest
Looks great on any screen
Offer an attractive & inviting property search experience on any device and screen size.
Showcase Communities
Highlight listings, Open Houses and Market Reports in your top communities.
Call to action with every listing
Always visible on every device
Share
A summary with photo is automatically created with a link to the listing on your site. This is also a convenient way for you to promote your own listings.
Save
Saved listings are instantly accessed by users in their Property Organizer when they return to your site.
SCHEDULE TOUR
Users can contact you with a request for a tour, including their preferred date & time.
REQUEST INFO
Users can contact you with a request for more information on a specific property.
Save, Schedule Tour, and Request Info will require users to provide their name and contact information if they have not previously registered on your site.
BOOST YOUR SEO
All IDX content is optimized for search engines to index directly on your domain. No framing or subdomain required.
TARGET YOUR MARKETS
Easily define your local markets with search options or draw locations on a map.
SEAMLESSLY NUTURE YOUR CLIENTS
All your leads are available in one place, along with insights and tools to help you close them.
LEAD CAPTURE & management
EMAIL ALERTS
Clients and prospects can sign up for email updates that alert them to new listings that meet their search criteria. You’ll be alerted to click-throughs, allowing you to monitor their interest.
SAVE LISTINGS & SEARCHES
Site visitors can save, rate and comment on their portfolio of properties using the Property Organizer included in your site. They can create and edit saved searches and email alert settings here as well.
CONTACT FORMS & REGISTRATION PROMPTS
A variety of lead capture forms allow site visitors to schedule showings, request information and more. Customize when, where and how visitors are prompted to register in the search process.
REPORTING & MANAGEMENT
A variety of reports keep you up-to-date on what leads are searching for and viewing on your site, while leads and activity summaries come directly to your inbox. Access all lead activity and information from your smartphone.
CONTACT INFO & YOUR NOTES
Name, phone, email, and a history of your notes is always at your fingertips.
ACTIVITY INSIGHTS
Reports on each lead’s property search activity, email click-through’s, and saved listings help you prepare your talking points and action plan to close them.
SUBSCRIPTION MANAGEMENT
Add leads to MarketBoost email report campaigns to educate them about listings and market activity for the locations and property types they’re interested in.
Add leads to one of your automated text message or email campaigns, available in our Agent CRM.
AUTOMATED EmailS
Engage your contacts with automated market information that moves them closer to closing
DAILY LISTING ALERTS FOR NEW & SOLD LISTINGS AND PRICE CHANGES
These daily updates send the latest listing information to get prospects engaged & keep clients informed.
WEEKLY OPEN HOME REPORTS
Weekly notices let prospects know which open houses to check out on the weekend.
MONTHLY MARKET REPORTS
Increase repeat business and encourage referrals with these emails that appeal to past and current clients.
MANAGE SUBSCRIBERS
Add leads individually or in bulk to any of the three campaigns provided for each Market.
PERFORMANCE & ACTIVITY DASHBOARD
Tools to bring your real estate business to the next level
INSTANT INSIGHT
Manage your pipeline, monitor the activity of your leads, and see your progress.
OPTIMIZE YOUR MARKETING STRATEGY
Identify where your leads are coming from to make informed decisions with your marketing spend.
STAY ON TARGET
Keep yourself motivated with weekly tracking, daily goals, and suggested activities.
*CRM plans only
MARKETING AUTOMATION
Better, smarter follow-up. Jump-start lead engagement with personalized, dynamic follow-up.
SMART CONTENT
Send automated listing recommendations & market data based on your leads’ search and viewing behavior.
TEXT &EMAIL FOLLOW-UP
Every new lead receives immediate, personalized follow-up by text message or email. *Text CRM plans only
CAMPAIGN ASSIGMENT
Assignment rules automatically place leads in the campaigns you choose, based on their source.
CUSTOMIZABLE
Tailor messages by mixing your own custom content with Smart Content.
Straight Forward & Simple
Spend more time doing what you do best.
READY TO GO
Start following up from the moment someone creates an account. It comes pre-loaded with 3 campaigns: buyer, seller and general follow-up.
FLEXIBLE & FRIENDLY
Build your own great-looking emails with a simple editor that makes it easy to add images, video, and Smart Content.
EASY SCHEDULING
Set the days or minutes between messages with a few clicks, and re-order messages with a simple drag and drop.
Optima Leads App
Work your real estate leads wherever you are!
Connect to your Activate Agent IDX account to manage and contact leads, see the listings that catch their interest, and monitor lead activity on your site in real time.
IDX
insights
View a live feed of your IDX site activity.
Instant connections
Quickly access, add, and update your leads.
Lead
activity
See what’s catching your leads’ interest.
Campaign
management
View & add email campaigns
and MarketBoost subscriptions
CRM
details
Manage Lead Stage, Tags,
contact details, and more*
*CRM plans only
History
Notes
Add and review
time-stamped notes*
*CRM plans only
How much is this going to cost?
Home Search + Market Boost
*Cost may vary based off of your states Board of REALTORS® fee-
Property Search & Results
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Property Details & Lead Generation
-
Quick Search Widget
-
Property Organizer
-
Featured Listings
-
Reports & Analytics
-
Open Homes Search
-
Mobile IDX Website
-
Interactive Map Search
-
Polygon Search (draw on map)
-
Community Pages
-
MarketBoostTM Market Report Pages
-
MarketBoostTM Drip Email Marketing
-
Monthly Market Reports
-
Weekly Open Homes Alerts
-
Daily New Listings, Price Changes & Solds
Home Search + Market Boost + CRM
*Cost may vary based off of your states Board of REALTORS® fee-
Property Search & Results
-
Property Details & Lead Generation
-
Quick Search Widget
-
Property Organizer
-
Featured Listings
-
Reports & Analytics
-
Open Homes Search
-
Mobile IDX Website
-
Interactive Map Search
-
Polygon Search (draw on map)
-
Community Pages
-
MarketBoostTM Market Report Pages
-
MarketBoostTM Drip Email Marketing
-
Monthly Market Reports
-
Weekly Open Homes Alerts
-
Daily New Listings, Price Changes & Solds
-
Instant Lead Insight
-
Manage Your Pipeline
-
Monitor The Activity Of Your Leads
-
Optimized Marketing Strategy
-
Weekly Tracking, Daily Goals, and Suggested Activities.