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CRM Overview
Capture Leads From All Sources
MaxServ's CRM utilizes fully integrated web forms, landing pages, web chat, voice agents and social to capture your leads. No more piecing together multiple systems to capture and convert leads. Seamlessly capture leads when owner intent is highest, respond instantaneously, and convert prospects to clients all in a single system.
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Name
Email
Phone
Address
CRM
Purpose-Built Owner Acquisition Pipeline
MaxServ provides a structured owner conversion framework designed
specifically for property management companies. Track deal stage, identify stagnant opportunities, trigger workflows and view all opportunities at a glance.
OwnerRank™ Lead Scoring
Objectively prioritize your leads based on owner current situation, lead source, timeline, property status, behavioral metrics, and other attributes so your team spends time their intentionally and with leads that will make the most impact.
Use MaxServ's OwnerRank™ Lead scoring to identify owners with the highest intent and closest to signing. Nurture those leads who aren't yet ready to sign.
Save time, and move the needle without the guesswork.
Critical Metrics Tracking
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Empowerment
MaxServ Makes it simple to track all the critical metrics and information required to deeply understand every opportunity. We've already built-in the metrics you need, so you don't have to. Track and report on all the key metrics you need to drive efficiency, consistency, and predicability.
Current Pain Points
Owner Current Situation
Property Type
Property Status
Lead Source
Competitors Identified
Decision Makers
Lost Reason
Execution At Your Fingertips
MaxServ believes communication is a differentiator for PMs. MaxServ's communication hub allows you to receive and respond to all communications, regardless of channel, and execute various other actions to move deal forward all in a single view.
Team & Individual Inbox
Easily switch between your team and your individual inbox to quickly view internal and external communication.
Conversations
View all communication sent and recieved in a single view for conveniently accessing conversation history. Respond to texts, emails, phones, and web chat in a single view.
Contact
Alongside the communications view, you have quick access to view all the contact details for the contact you are communicating with so your team is not having to switch between screens.
Quick Actions
Quick actions enable you to view related opportunities, prospect company details, assign tasks to any user, take notes, and set appointments without having to switch screens. Save time while keeping everything in a single view
Contacts Lists Built to
Deliver Results
Organize all your contacts by just about any attribute. Whether it is a "Hot Lead List", "Investor List", geo-based list, or any other group list you can think up, contact groups make managing many contacts with various needs an executable dream.
Send multi-channel communication to entire lists, trigger automations, add tags, send review requests, manage contacts, and easily customize what you view about your contacts.
At scale. With ease.
Where Are You Losing Owner Leads? Find Out.
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