With a team of product managers and user experience designers, TRIBUS is constantly looking to make our custom real estate brokerage CRM easier to use for agents, while still providing an extensive toolset. With previous versions of our CRM we kept data separate and and each interaction had it’s own groupings. However, after interviewing hundreds of REALTORs, team members, and staff, we found that agents kept track of things differently. For example, they were able to remember showing a couple a home 3 Saturdays ago, but couldn’t necessarily remember what the address of the home was. So we created our CRM timeline approach.
Activity that a client completes via the IDX pages on your real estate brokerage website or agent websites like viewed properties and searches, saved searches and rated properties, showings, contracts, transactions — the agents all thought of it as a backwards timeline, much like Facebook. Therefore our product teams sat down and came up with the TRIBUS timeline: a way to keep every interaction in this format, while still allowing agents to easily go back and find what they are looking for. Your agents can see everything including their notes, tasks, phone calls, text messages, in a single stream or they can narrow it down to just see certain dates, or certain types of activities, all found on the right-hand side of your CRM.
It’s the work of our product teams in doing this research which allows us to get 5 to 10 times more adoption than the national average for a broker provided real estate technology tool.
And because we know that most REALTORs spend the majority of their days away from their desktop or laptop, our timeline feature is also accessibly via their mobile phone or tablet. Many of our agents keep the timeline for their clients opened while showing homes where they can easily add properties, create showing notes, and more.