We are extremely pleased to present to you, relief! The Elevate CRM is no ordinary marketing tool. Elevate CRM is a fully integrated single system that does everything real estate professionals need — from helping generate new leads to helping you create clients for life!
What is Elevate?
Elevate is the newest upgraded platform replacing ListingBook AI. You will be able to conduct your business practices in the new Elevate CRM.
Clients sign up and/or conduct searches directly from your IDX website.
When clients on your Elevate website sign up, they are capable of the following:
- Search the MLS like an agent
- Save multiple searches
- Receive daily notifications of listings in the MLS that match their search criteria
- The ability to favorite listings
- Edit Search Criteria
From the CRM you have the capability to:
- View which properties your leads have been looking at
- Edit the lead's search criteria
- Contact them directly via e-mail or text
- Receive daily reports with client activity
Step 1 - Signing Into Your CRM Dashboard
To get logged into the system, please check your e-mail inbox for an invitation from 'firstname.lastname@example.org' and click on the link provided. Set your password for your account, and you will then be logged in.
From this point on to log in, visit crm.yourelevate.com.
*Important* You need to accept the invitation from our system in order to create a password and activate your account. If you need this invite to be re-sent, please submit a ticket to support.
Step 2 - Watch an Introduction to the CRM
Learn the benefits of the Elevate CRM.
Step 3 - Making Changes To Your IDX Website
To make any edits to your IDX website click 'Edit My Site' to access the Site Editor.
If you had something specific you'd like to update, please see our articles that can assist you in making those changes.
Step 4 - Watch an Introduction to the Site Editor
*Note* Some features may not be available depending on your product.
Learn how easy it is to update your IDX website.
Step 5 - Register for Live Training or Watch On Demand
Register for our exclusive live training webinars for former Listingbook agents below. All live training will be recorded and uploaded to our on demand channel at TryElevate.com/Webinars.
Our long history of support and guidance will keep you ahead of the curve on digital marketing and online presence. But we want you to think of our customer service at the same level as our technology. We are committed to your satisfaction and welcome your feedback. We promise to do what we can to make your Elevate experience a positive one.
If you're still lost, you can always find the latest updates and articles for support at TryElevate.com/Support.
So what are you waiting for? Let’s dive right in and Elevate your digital presence!