Lasso CRM vs. TargetX, from Liaison

Lasso is a simple and easy-to-use CRM, above and beyond the daily tasks that the sales team or sales assistant complete, it allows our accounting department to generate reports and prepare invoices accordingly for commissions generated based on sales of condos.

Incentivized

Most of the reason I'd recommend the solution is for their email capabilities. The email builder is par excellence, almost if not more competitive than capabilities provided by some actual Email Marketing solutions. Additionally, it runs on Salesforce, and thus allows for automated emails and campaigns with information integrated into them from SF records. It is truly remarkable and a very well-developed capability.

Incentivized

• Easy capture of eleads from multiple sources. Lasso automatically captures potential buyers who submit for more information across multiple sources, including on social media, BDX, our website, and others.
• Lasso helps keep everything organized, from dividing the sales efforts of multiple sales people across multiple neighborhoods, to allowing us to track which floorplans and lots our potential buyers are interested in.
• Setting up a robust prospect nurturing plan is easy, allowing our sales team to effortlessly follow pre-determined templates for follow up.

Incentivized

• Bulk Email
• Analytics
• Event Management
• 3rd party product bundling & support

Incentivized

• Connection between inventory and sales modules.
• Calculation of commissions of representatives using the tool (not outside realtors).
• Price revisions.

Incentivized

• When sending large volumes of email the campaigns can be slow to send
• The events functions are not as robust as some of the competition
• Their telemarketing component has not been updated in a while and leaves a bit for current call centers.

Incentivized

Given that it's an older solution and addresses a lot more use cases, there's a lot more bulk and technical debt in the solution. This may make it overwhelming for first-time users and administrators. The email builder though is truly par excellence.

Incentivized

• Lasso has given us a cost-effective way to manage and nurture our clients, with extra homebuilding-related features to make our efforts more successful.
• We have an easy way to track the client prospecting and nurturing efforts of sales staff, even those located across the country from the corporate office.
• Lasso has lead to more effective sales efforts, as client nurturing processes are built right in to the platform for them to follow.

Incentivized

• Increases in enrollment!
• More efficient funnel

Incentivized