TOOLS WE USE

OUR TEAM IS TRAINED IN ALL THE BEST TOOLS FOR SMALL BUSINESSES

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Scheduling The Boutique COO Scheduling The Boutique COO

jane

A cloud based EHR and practice management platform built for health and wellness professionals.

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Communication The Boutique COO Communication The Boutique COO

Westfax

A HIPAA compliant cloud-based fax solution that allows users to send and receive faxes via email, web portal, or API—eliminating the need for traditional fax machines.

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Scheduling The Boutique COO Scheduling The Boutique COO

EventBrite

An event management and ticketing platform that allows individuals and organizations to create, promote, and sell tickets for virtual and in person events.

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CRM The Boutique COO CRM The Boutique COO

Radcrm

A cloud-based CRM and marketing platform specifically designed for real estate and mortgage professionals.

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Zillow lenders hub

Designed for mortgage lenders and loan officers to manage their presence, leads, and marketing on Zillow’s real-estate and mortgage marketplace.

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Financial The Boutique COO Financial The Boutique COO

Pennymac

Pennymac is a mortgage lender and loan servicer managing the life of a loan including payments and escrow.

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intakeq

Platform used for healthcare professionals (HIPAA-compliant) that digitizes and streamlines patient intake, secure messaging, appointment reminders, and other practice management tools.

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Email Marketing The Boutique COO Email Marketing The Boutique COO

Systeme.io

Systeme.io is a cloud-based marketing and Learning Management System (LMS) solution. It offers several solutions, including email marketing, online course creation, affiliate programs, sales funnel development, and more.

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CRM The Boutique COO CRM The Boutique COO

Sisu

Sisu is a complete real estate operating system, tying in data from your CRM and other platforms that includes transaction management task lists, automations workflows and more.

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Website CMS The Boutique COO Website CMS The Boutique COO

BigCommerce

BigCommerce is an ecommerce platform that provides software as a service to retailers. The platform includes online store creation, search engine optimization, hosting, marketing and security from small to Enterprise sized businesses.

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CRM The Boutique COO CRM The Boutique COO

RealOffice360

RealOffice360 is a cloud-based real estate CRM that simplifies lead tracking, client management, transactions, and automates follow-ups for agents.

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RealScout

RealScout allows realtors to nurture leads and provide tools to manage/collaborate with clients. Its also helpful to track client engagement.

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FreshSales

Freshsales is a CRM platform that streamlines follow-up and helps close deals with features like sales sequences, email templates, and contact scoring.

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Streak

Streak manage sales and customer relationships directly inside Gmail. This CRM tool lets you run your entire Sales process right inside your inbox.

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CRM The Boutique COO CRM The Boutique COO

HubSpot

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service.

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Tax Dome

TaxDome is an all-in-one accounting practice management software for accountants, tax professionals, and bookkeeping firms.

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TextMagic

Textmagic is a CRM and business text messaging service that allows for engaging email campaigns and newsletters, track results and manage your business conversations using the most popular channels.

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Windermere HUB

Windermere HUB is a source for all internal brokerage office tools and repositories.

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Don't see a tool your business uses? Don’t worry.

This is far from a comprehensive list of the tools we manage for our hundreds of clients. It’s simply the most popular ones we recommend & use often.

Book a chat with us to see if we can work with your specific tool or software. We've probably worked with it or know something similar!