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Shaker CRM contact view on ipad
features

Project & transaction management

Manage tasks & keep track of critical deadlines

Collaborate on transactions across your team

Store documents & email communication

Auto-populate contracts with Shaker data

real estate transaction statusShaker deal management real estate deal project card

Relationship management

Store your contact database

Apply tags to segment groups of contacts

Apply “stay in touch” action plans to your contacts

Trigger birthday and anniversary emails, or export lists for mailing

transaction manager completing order title work taskview of client portal on mobile app for real estate transaction software

Branded client portal

Inform clients on what to expect

Assign tasks such as what to bring to closing

Introduce vendors

Share documents securely

Reporting

Track sales volume and commission

Find your best lead sources

Export data to accounting services

Work fast, sell faster

Ready to move business forward?

Connect with the Shaker team today and see it in action.

Request a demo