Crest Mortgage CRM
Free
5.0.13for iPhone, iPad and more
Age Rating
Crest Mortgage CRM Screenshots
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
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
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What's New in the Latest Version 5.0.13
Last updated on Jun 23, 2023
Old Versions
- Fixed a crash that periodically happens in the contacts list
- Fixed issues regarding the open house feature (iPad only)
- Fixed issues regarding the open house feature (iPad only)
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Version History
5.0.13
Jun 23, 2023
- Fixed a crash that periodically happens in the contacts list
- Fixed issues regarding the open house feature (iPad only)
- Fixed issues regarding the open house feature (iPad only)
5.0.12
Mar 27, 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
Jan 16, 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
Dec 29, 2022
- Added a dial pad option for VoIP calls
5.0.9
Dec 23, 2022
- Fixed a bug when trying to make calls in the contacts list page
- Fixed a handful of UI formatting issues
- Fixed a handful of UI formatting issues
5.0.7
Nov 4, 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
- 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
Sep 8, 2022
- Text messages list now shows the tracking number source name for each conversation
5.0.5
Mar 31, 2022
- Fixed an issue where the navigation bar becomes invisible when updating the client summary
5.0.4
Mar 29, 2022
- Improved the quality of sending video sms
- Fixed a UI issue with the iPad tab bar
- Fixed a UI issue with the iPad tab bar
5.0.3
Mar 15, 2022
- Fixes Image/Video texting
- Fixes various UI issues that have appeared from the latest iOS version
- Fixes various UI issues that have appeared from the latest iOS version
5.0.2
Nov 30, 2021
- Button added to events/tasks to go to the contact
- Selected tracking numbers are now viewable in settings
- Selected tracking numbers are now viewable in settings
5.0.1
Nov 12, 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
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
Nov 9, 2021
Brand new UI! Same features as before but with a more modern look
4.2.11
Apr 15, 2021
Fixes a crash that occurs when trying to edit a contact
4.2.10
Apr 13, 2021
- Fixes a crash when opening up the open house feature on iPad
4.2.9
Mar 17, 2021
Added functionality for reports to show on the dashboard
4.2.8
Feb 20, 2021
Fixes some stability issues with adding tags
4.2.7
Nov 17, 2020
Fixes stability issues stemming from viewing or traveling from the messages screen
4.2.6
Sep 17, 2020
Fixes crashes introduced with iOS 14
4.2.5
Sep 11, 2020
Fixes a bug in which an outgoing call may time out after 11 minutes
4.2.4
May 26, 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
- 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
Feb 25, 2020
- Fixes a bug in the open house feature that can cause the list to crash
4.2.2
Feb 12, 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
- Fixed the open house feature on iPad
- Fixed a couple more bugs introduced from iOS 13
4.2.1
Jan 2, 2020
Fixed an issue when using iOS dark mode that some users were not able to see any text
4.2.0
Dec 26, 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.
- 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.
Crest Mortgage CRM FAQ
Click here to learn how to download Crest Mortgage CRM in restricted country or region.
Check the following list to see the minimum requirements of Crest Mortgage CRM.
iPhone
Requires iOS 12.0 or later.
iPad
Requires iPadOS 12.0 or later.
iPod touch
Requires iOS 12.0 or later.
Crest Mortgage CRM supports English
