Lasso CRM Makes It Easy for Homebuilders to Manage and Nurture Prospects
Anonymous | TrustRadius Reviewer
March 01, 2019

Lasso CRM Makes It Easy for Homebuilders to Manage and Nurture Prospects

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Lasso CRM

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 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.
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.

Lasso CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Interaction tracking
10
Channel / partner relationship management
Not Rated
Lead management
10
Email marketing
8
Task management
10
Reporting
10
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
8
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
Not Rated
Social data
Not Rated
Marketing automation
8
Mobile access
Not Rated