Crest Mortgage CRM

Gratis

5.0.13for iPhone, iPad and more

Big Purple Dot

Developer

173.8 MB

Size

23/06/2023

Update Date

Business

About Crest Mortgage CRM

Managing leads is now as simple as the tap of a button. Gather leads from Zillow, Trulia, phone calls, and more into one convenient application. Created by real estate professionals for real estate professionals; this app helps connect users to leads and turn those leads into clients. Simply register for an account to get started. Sync all your contacts and preferences for easy lead management on the go!

Features:
- Create and start open houses to catch leads (iPad only)
- View new leads the instant they enter your system
- Add new contacts or edit existing contacts
- Add agents or lenders to a contact for collaboration on a lead
- Update your team on your leads through notes and status tags
- View updates from collaborators through the newsfeed
- Send and view documents
- Create events to add to your calendar
- Check off or add tasks to your task panel
- View all calls made in and out of your tracking numbers
- Listen to recordings of incoming calls to catch all details pertaining to a lead

تحديث لأحدث إصدار 5.0.13

Last updated on 23/06/2023

الإصدارات القديمة

- Fixed a crash that periodically happens in the contacts list
- Fixed issues regarding the open house feature (iPad only)

Version History

5.0.13

23/06/2023

- Fixed a crash that periodically happens in the contacts list
- Fixed issues regarding the open house feature (iPad only)

5.0.12

27/03/2023

- Added VOiP call warnings if the microphone is disabled in the iOS settings. This was confusing some users as to why they couldn't talk to their client during a call. The warning will now help the user navigate to the iOS settings to enable the mic (if it was disabled).

5.0.11

16/01/2023

- Fixes a bug where adding a tag can remove other tags. This was happening if navigating to a contact through the conversation details, and trying to edit the tags before the contact fully loaded

5.0.10

29/12/2022

- Added a dial pad option for VoIP calls

5.0.9

23/12/2022

- Fixed a bug when trying to make calls in the contacts list page
- Fixed a handful of UI formatting issues

5.0.7

04/11/2022

- Fixes an issue when you attempt to send a text to a contact natively through the phone
- Fixes a crash when clicking into a task reminder push notification
- Fixes a crash when clicking a notification from a missed voip call

5.0.6

08/09/2022

- Text messages list now shows the tracking number source name for each conversation

5.0.5

31/03/2022

- Fixed an issue where the navigation bar becomes invisible when updating the client summary

5.0.4

29/03/2022

- Improved the quality of sending video sms
- Fixed a UI issue with the iPad tab bar

5.0.3

15/03/2022

- Fixes Image/Video texting
- Fixes various UI issues that have appeared from the latest iOS version

5.0.2

30/11/2021

- Button added to events/tasks to go to the contact
- Selected tracking numbers are now viewable in settings

5.0.1

12/11/2021

There have been a handful of features that didn't quite make it into the new version, we will be working on trying to add these back.

For this version:
- Fixed a bug where it was showing a placeholder phone number for some contacts
- Brought back the logout button

5.0.0

09/11/2021

Brand new UI! Same features as before but with a more modern look

4.2.11

15/04/2021

Fixes a crash that occurs when trying to edit a contact

4.2.10

13/04/2021

- Fixes a crash when opening up the open house feature on iPad

4.2.9

17/03/2021

Added functionality for reports to show on the dashboard

4.2.8

20/02/2021

Fixes some stability issues with adding tags

4.2.7

17/11/2020

Fixes stability issues stemming from viewing or traveling from the messages screen

4.2.6

17/09/2020

Fixes crashes introduced with iOS 14

4.2.5

11/09/2020

Fixes a bug in which an outgoing call may time out after 11 minutes

4.2.4

26/05/2020

Introducing Mobile VoIP!
- You can now make and receive VoIP calls through the app.
- See who exactly is calling you while the incoming call is ringing, based on the lead in the system
- Make outgoing calls from the app is now easy and straightforward

4.2.3

25/02/2020

- Fixes a bug in the open house feature that can cause the list to crash

4.2.2

12/02/2020

- Video Texting! Users may now send video texts from the device.
- Fixed the open house feature on iPad
- Fixed a couple more bugs introduced from iOS 13

4.2.1

02/01/2020

Fixed an issue when using iOS dark mode that some users were not able to see any text

4.2.0

26/12/2019

Image Messaging!
- Users may now send and receive image messages. You can take a picture using the camera or select one from your library to send.
- No video messaging yet, this will be released soon

Note fixes:
- Due to the recent iOS 13 update, users have found they are unable to write notes. This has now been fixed and users can write notes once again.
- Dictation now works again for writing notes
- The few additional formatting features for writing notes have been disabled for the time being.

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