Home builder software to capture, nurture and close prospects


Capture Every Lead

Automate Follow-Up

More Appointments

Convert Prospects

Stay Informed 24/7

Lasso CRM Software Features


Never Lose Another Lead


Builders invest top dollars in marketing to create interest and generate leads. Use Lasso to never lose another lead and manage your leads almost effortlessly - capture, distribute and track every lead from your web registration pages, model home kiosks, iPads, and other tablets, as well as from leading online directories.

Online leads automatically receive a personal, themed email acknowledging their interest. Instant notification is sent to the assigned sales agent so that they can begin to build the relationship with fast, personal follow-up. The agent’s ‘dashboard’ is designed uniquely for real estate selling, displaying new leads by project (community), prospects by rating category and auto alerts that prompt today and future activities. With Lasso your frontline team can engage, nurture and close more sales, without being weighed down with ‘administrivia’.

Look after the relationship and the sale will look after itself


Scheduled follow-up is more important than ever to gain the edge in building solid relationships. According to the National Association of Sales Executives, “80% of sales are made from the 5th - 12th contact”. With Lasso you can schedule systematic follow-up processes with automatic alerts that prompt activities. The net result is more appointments and ultimately more conversions. For those prospects that require nurturing over a longer period of time, use Lasso’s built-in email marketing to schedule and deliver targeted campaigns.

Prospect profiles are comprehensive yet easily updated with all contact history and notes displayed for quick reference so the sales team can close more deals from the office, on the road, or while on vacation.

Gain insight that gives you advantage


Knowledge is powerful. With Lasso Lead Intelligence, you gain critical insight into the unique buying interests and preferences of each leads and prospect’s unique whenever they visit your website. Plus, sales agents are instantly alerted whenever prospects return to your website so follow-up can be timely, personal and tailored to their most recent interests.

Use Lasso to pinpoint which media delivers the best leads by source and publication so you can gauge the tangible results of your online campaigns, events, and media spending. Reallocate budgets quickly to maximize your marketing ROI.
It all adds up to smart information that differentiates and gives you advantage in a competitive marketplace.

Connect directly with prospects


Email marketing is built right into Lasso CRM so you can easily create and send professional mass mail campaigns to potential homebuyers and realtors without incurring the cost of external email providers.

Target your email campaigns using criteria such as sales rating, source type, or last visit. Then customize a variety of industry-specific templates to convey your message of project identity, home features, plan types and much more. You can even use Lasso to confirm RSVPs to events or allow registrants to update their own profile online.


Monitoring the success of each campaign is easy with real-time reporting on open rates, click-throughs, and forwards; effortlessly resend to all those that did not view your prior mailing.

External brokers are key connectors


In many regions across North America, external realtors and brokers are instrumental for a community’s sales success. They potentially play a significant role as the connectors between home buyers and new residential projects and communities. It’s crucial that you maintain the same level of communication with them as you would your prospects and purchasers. Using Lasso for your company’s realtor database allows you to track and manage your brokers, and alert them to upcoming project launches, VIP presentations, open houses, and community events.

Lasso can also be used as a great tool to pinpoint the top performing external brokers so you can acknowledge and reward superior performance and loyalty to your projects and brand.


Streamline buyer management


Eliminate ‘spreadsheet mania’, reduce costly errors, and save time and money by accessing a single CRM database to view and track all deal activity, inventory, pricing, and contracts. Prepare all purchaser activity, broker assignments, deposits due, escrow amounts, and payment information.

Use Lasso to automatically populate professional contracts to present to your purchasers and to create options & upgrade packages that maximize revenue and profit potential. Plus, keep important documents in one place for easy reference with digital storage of floor plans, images, contracts and amendments.

Know more 24/7.
From anywhere.


Access a variety of comprehensive standard traffic, sales activity, purchaser and financial reports that provide visibility into insightful information for informed decision making. All standard reports can be personalized to your vernacular and downloaded to Excel for deeper analysis or presentation. We also design and develop custom reports to meet the unique operating requirements of builders, developers, and sales agencies.

Lasso supports industry standards, such as CSV and XML, so your data can be easily exported for external reporting or integration requirements.

Features Summary


LEAD & PROSPECT MANAGEMENT

Quick Start Edition

Professional Edition

Online lead capture (from anywhere, anytime)

Instant auto-response & sales team notification

Automatic/customized lead assignment

Standardized sales ratings (A,B,C or to suit your vernacular)

Personalized qualifying questions

Automated follow-up processes & activities

Targeted marketing & communications

Logged contact history

Website activity tracking & analytics (with instant sales team notification)

Media spend tracking & analytics

Integrated email/mass marketing system (with detailed tracking & analytics)

Email template library

RSVP, survey, and self-serve database updates

CONTACT MANAGEMENT

Quick Start Edition

Professional Edition

Integrated email, calendar and contact management

MS Outlook/MAC Mail connector records all emails in Lasso

PURCHASER & INVENTORY MANAGEMENT

Quick Start Edition

Professional Edition

Inventory by unit pricing & revision; parking & storage associations

Online Availability Board (list & graphical deal status in real-time)

Deal status tracking (available, reserved, offer, under contract, etc.)

Options & upgrades packages

Automatic generation of contracts, addendums & amendments

Deposit management & payment schedules

Online document storage (floor plans, images and contracts)

Personalized terminology to suit your company vernacular

REAL-TIME REPORTING

Quick Start Edition

Professional Edition

Comprehensive Standard Reports (traffic, activity, purchaser, inventory, financial)

Personalized Reports with print and export capabilities

Custom Reports (created by Lasso to meet your unique business needs)

SYSTEM ACCESS, MANAGEMENT & SECURITY

Quick Start Edition

Professional Edition

Data import from external sources

Data export (via CSV & XML) on-demand or scheduled

User roles designed for your business

User access permissions based on your company structure

Easy re-assignment of Reps to Registrants