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Capture email replies

The scope of this idea: Logging of replies to emails in BK and/or emails sent via the user's email client in BK This idea covers this via the method of using BCC addresses in emails to log them Note that there are separate ideas below to sync emai...
Brokerkit Product Management over 2005 years ago in Emails 0 Planned

Agent alerts on listing related events (new, pending, contract, closing,...) via Relitix integration

Capture listing-related alerts (new listing, new pending, new contract, new closing) for listings for agents in Brokerkit using the Relitix integration. View the alerts for an agent in recruiting or retention in their contact profile. View new ale...
Brokerkit Product Management over 2005 years ago in Campaigns Triggers / Relitix Integration 3 Planned

Engagement-based campaign triggers (email, text)

Allows automated follow up on engaged contacts
Brokerkit Product Management over 2004 years ago in Campaigns Triggers / Dialer / Emails / Texts 0 Planned

Campaign performance reporting

Engagement stats such as email/text clicks/opens/replies at the campaign level and message level
Brokerkit Product Management almost 2005 years ago in Campaigns 1

Create Appointments in Retention

No description provided
Brokerkit Product Management over 2005 years ago in Appointments 0

Document Management

The ability to upload, view, delete, and update documents Ability to link documents to contacts and tasks and view them there Available in recruiting and retention
Brokerkit Product Management over 2004 years ago in Documents / Retention module 2 Planned

Add new filters with additional operators like excluding records (Advanced filters)

To improve my searches, I want to add some additional filters and expand the ways to filter with additional operators. New filters will include: Whether the contact has a mobile phone number License expiration dates Relitix import last update date...
Brokerkit Product Management over 2002 years ago in Filters and Search 2

Indeed integration to capture/follow up on applicants in Brokerkit

No description provided
Brokerkit Product Management over 2001 years ago in Integrations 0

Native Zapier integration app to create/update contacts in Brokerkit

Native app on the Zapier platform with these functions: Action to create/update a contact in Brokerkit in recruiting or retention Trigger campaigns upon creation/update of a contact in Brokerkit in recruiting or retention via source based campaign...
Brokerkit Product Management over 2005 years ago in Integrations 0

Configure/update columns in contact search results

As an admin user, I'd like to have the ability to edit the columns that appear in my contact search results under the Leads and Team views Attributes that can be added to the search Last Contacted Number of contacts (email, text, call) Engagement ...
Brokerkit Product Management over 2002 years ago in Contacts / Filters and Search / Recruiting module / Retention module 4