#1 most frequent
United States of America
85.0%34 installations of 40
What is Lasso CRM?
The Lasso CRM is a cloud-based option for property sales, that provides lead management and sales process automation, email campaign management, and other features. Lasso CRM is now an ECi Software Solutions company since the late 2018 acquisition.
Categories & Use Cases
Product Demos
Top Performing Features
Opportunity management
Users can track deals and create quotes.
Category average: 8.5
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 8.3
Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Category average: 8.4
Areas for Improvement
Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 8.4
Custom objects
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
Category average: 8.2
Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.8
Who Buys & Uses Lasso CRM
#2 most frequent
Canada
15.0%6 installations of 40
I don't know what we did before Lasso
Pros
- Sales reports.
- Traffic reports.
- Apply follow processes.
Cons
- Connection between inventory and sales modules.
- Calculation of commissions of representatives using the tool (not outside realtors).
- Price revisions.
Return on Investment
- Seeing sold vs. available inventory at a glance.
- Spot check on followups done by our sales teams.
- Traffic created by marketing campaigns.
Lasso CRM Makes It Easy for Homebuilders to Manage and Nurture Prospects
Pros
- 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.
Cons
- Lasso is sometimes difficult to navigate for admins. As different options and permissions are divided between multiple access levels (sales, management, admin), and from there, options are often buried under other options, it's difficult at times to figure out how to make adjustments to things within the platform.
- The email marketing system is lacking. There aren't as many design and customization options for building out graphic-rich emails as there are with a dedicated email marketing system.
Return on Investment
- 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.