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Overview

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.

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Recent Reviews
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Pricing

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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.

Entry-level set up fee?

  • No setup fee

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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

Lasso CRM + Atlas Webchat Demo

YouTube

Selecting the Right CRM for New Home Sales

YouTube
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Product Details

What is Lasso CRM?

Lasso CRM Video

This overview of Lasso CRM software reviews important features for home builders and developers to manage leads, target prospects, and sell more homes. http://www.lassocrm.com/crm-overview

Lasso CRM Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(3)

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
Nathalie Harput | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Lasso CRM is used to manage our new condo development project inventory, prospects and purchasers. All real estate brokers and sales assistant assigned to their respective projects use Lasso. Above that, Lasso is also used for marketing campaigns and eblasts.
  • Sales reports.
  • Traffic reports.
  • Apply follow processes.
  • Connection between inventory and sales modules.
  • Calculation of commissions of representatives using the tool (not outside realtors).
  • Price revisions.
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.
Sales Force Automation (2)
70%
7.0
Customer data management / contact management
80%
8.0
Workflow management
60%
6.0
Customer Service & Support (1)
50%
5.0
Help desk management
50%
5.0
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (2)
80%
8.0
Task management
80%
8.0
Reporting
80%
8.0
CRM Reporting & Analytics (1)
50%
5.0
Customizable reports
50%
5.0
Customization (2)
50%
5.0
Custom fields
50%
5.0
Custom objects
50%
5.0
Security (2)
80%
8.0
Role-based user permissions
80%
8.0
Single sign-on capability
80%
8.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
50%
5.0
Mobile access
50%
5.0
  • Seeing sold vs. available inventory at a glance.
  • Spot check on followups done by our sales teams.
  • Traffic created by marketing campaigns.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
There are a lot of CRM systems out there, but we needed a solution that was tailored to homebuilding, and that's when we discovered Lasso. Lasso is exclusively used by our sales and marketing team to capture, nurture, and convert both in person and eleads. Even moreso, Lasso allows us to organize our sales team and leads by neighborhood, which is phenomenally important given how many neighborhoods we have been building in across the years.
  • 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.
  • 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.
Lasso is well-suited for managing the sales efforts and client nurturing processes of homebuilders. Because it is a system build for homebuilders, it wouldn't be appropriate as a CRM system for organizations outside of that. Additionally, if a homebuilder is looking for a system with a robust email marketing component, this may not be the best option.
Sales Force Automation (8)
62.5%
6.3
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
N/A
N/A
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
N/A
N/A
Interaction tracking
100%
10.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support
N/A
N/A
Marketing Automation (2)
90%
9.0
Lead management
100%
10.0
Email marketing
80%
8.0
CRM Project Management (2)
100%
10.0
Task management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
53.33333333333333%
5.3
Forecasting
N/A
N/A
Pipeline visualization
80%
8.0
Customizable reports
80%
8.0
Customization (4)
N/A
N/A
Custom fields
N/A
N/A
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
50%
5.0
Role-based user permissions
100%
10.0
Single sign-on capability
N/A
N/A
Social CRM (1)
N/A
N/A
Social data
N/A
N/A
Integrations with 3rd-party Software (1)
80%
8.0
Marketing automation
80%
8.0
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
  • 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.
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