Features
| MAIN PACKAGE FEATURES | AGENT PLANS | TEAM PLANS |
|---|---|---|
| Optima Leads mobile agent app | ✓ | ✓ |
| Email, phone & chat support | ✓ | ✓ |
| Premium Search | ✓ | ✓ |
| Polygon search (draw on map) | ✓ | ✓ |
| MarketBoost Market Reports | ✓ | ✓ |
| Marketing Automation – automated follow-up campaigns with listing recommendation engine | ✓ | ✓ |
| Real Estate CRM | ✓ | ✓ |
| Setup services | ✓ | ✓ |
| Website setup services (for plans with website included) Learn more > |
✓ | ✓ |
| AGENT AND OFFICE PAGES | AGENT PLANS | TEAM PLANS |
| Agent bio pages with automated featured listings | ✓ | |
| Office page(s) for each office in brokerage with contact information and map | ✓ | |
| Photo | ✓ | |
| Contact information | ✓ | |
| Agent’s website link (optional) | ✓ | |
| Customizable bio content with WYSWIG editor | ✓ | |
| Agent listings auto-populated by agent ID | ✓ | |
| LEAD ASSIGNMENT | AGENT PLANS | TEAM PLANS |
| Optional agent selector for buyers/sellers on website | ✓ | |
| Manual lead assignment by team lead/manager/admin | ✓ | |
| Automated lead routing based on: • Geographic territory • Round robin • Listing agent |
✓ | |
| AUTOMATED LEAD ENGAGEMENT | AGENT PLANS | TEAM PLANS |
| Agent-branded email listing alerts for new listings/price changes for chosen areas/criteria | ✓ | ✓ |
| Agent-branded Market report emails for active & sold listings, open homes and market stats | ✓ | ✓ |
| AGENT TOOLS | AGENT PLANS | TEAM PLANS |
| Agent logins | ✓ | ✓ |
| Agent lead management & insights | ✓ | ✓ |
| View leads’ search and viewing activity | ✓ | ✓ |
| View leads’ email engagement | ✓ | ✓ |
| View leads’ saved listings and searches for insights | ✓ | ✓ |
| Add/review notes in lead records | ✓ | ✓ |
| Add leads to Market report, open house, & listing alert emails | ✓ | ✓ |
| WIDGETS FOR CUSTOM WEBSITE PAGES | AGENT PLANS | TEAM PLANS |
| Agent Roster Page widget | ✓ | |
| Agent Bio Page widget | ✓ | |
| MARKETBOOST | AGENT PLANS | TEAM PLANS |
| Listing and open home pages for predefined searches | ✓ | ✓ |
| Dynamically updated market report pages | ✓ | ✓ |
| Lead capture forms for alert signups | ✓ | ✓ |
| Daily listing alerts | ✓ | ✓ |
| Monthly market report emails | ✓ | ✓ |
| Weekly open home emails | ✓ | ✓ |
| MARKETING AUTOMATION | AGENT PLANS | TEAM PLANS |
| Smart Content – Listing recommendation engine based on advanced behavior tracking | ✓ | ✓ |
| Auto-assign leads to campaigns based on source | ✓ | ✓ |
| Lead aggregation from 30+ sources | ✓ | ✓ |
| Text/email campaign builder with AI content generator | ✓ | ✓ |
| Text/email campaign management | ✓ | ✓ |
| Campaign analytics | ✓ | ✓ |
| PROPERTY SEARCH | AGENT PLANS | TEAM PLANS |
| Premium Search – interactive map search & results with advanced search criteria options | ✓ | ✓ |
| Polygon search (draw on map) | ✓ | ✓ |
| Quick Search widget | ✓ | ✓ |
| Beds/baths range | ✓ | ✓ |
| Quick Search embed code | ✓ | ✓ |
| PRE-BUILT IDX PAGES | AGENT PLANS | TEAM PLANS |
| Featured Listings | ✓ | ✓ |
| Property features | ✓ | ✓ |
| Property Details pages with: | ✓ | ✓ |
| Walk Score – neighborhood amenities & insights | ✓ | ✓ |
| Map | ✓ | ✓ |
| Print/send to printer | ✓ | ✓ |
| Great Schools – local school information* | ✓ | ✓ |
| Mortgage calculator | ✓ | ✓ |
| “Schedule a showing” form – lead capture | ✓ | ✓ |
| Social & email sharing | ✓ | ✓ |
| “Request info” form – lead capture | ✓ | ✓ |
| “Save to favorites” – lead capture | ✓ | ✓ |
| “Similar Listings” widget | ✓ | ✓ |
| Embedded virtual tours for YouTube, Vimeo, and Matterport content | ✓ | ✓ |
| Premium Search page with integrated search forms | ✓ | ✓ |
| Email Alert signup page | ✓ | ✓ |
| Property Organizer Login page | ✓ | ✓ |
| Sold Listings | ✓ | ✓ |
| Pending Listings | ✓ | ✓ |
| AUTOMATED FEATURED LISTINGS MANAGEMENT | AGENT PLANS | TEAM PLANS |
| Multiple agent IDs for Featured Listings | ✓ | ✓ |
| One agent ID for Featured Listings | ✓ | ✓ |
| WIDGETS – WORDPRESS OR JAVASCRIPT | AGENT PLANS | TEAM PLANS |
| Quck Search widget | ✓ | ✓ |
| Featured Listings Gallery | ✓ | ✓ |
| Market (saved search) Gallery | ✓ | ✓ |
| Home Valuation Request Form | ✓ | ✓ |
| Sold / Pending Listings Gallery | ✓ | ✓ |
| Registration widget | ✓ | ✓ |
| LEAD CAPTURE | AGENT PLANS | TEAM PLANS |
| Contact Us form | ✓ | ✓ |
| Customizable User Registration prompts | ✓ | ✓ |
| Home valuation request form | ✓ | ✓ |
| “Schedule a showing” form (property details pages) | ✓ | ✓ |
| “Request info” form (property details pages) | ✓ | ✓ |
| Save listings & searches | ✓ | ✓ |
| Email alerts for new listings/price changes | ✓ | ✓ |
| Social login with Google for streamlined lead capture | ✓ | ✓ |
| MarketBoost email report signup forms | ✓ | ✓ |
| PROPERTY ORGANIZER | AGENT PLANS | TEAM PLANS |
| Portal for leads’ favorite listings, searches and comments | ✓ | ✓ |
| View leads’ saved listings, searches and comments | ✓ | ✓ |
| LISTING ALERT EMAILS | AGENT PLANS | TEAM PLANS |
| Listing Alerts for new, sold and price changes | ✓ | ✓ |
| Personalized email branding | ✓ | ✓ |
| Listing back-links to your site | ✓ | ✓ |
| REPORTING | AGENT PLANS | TEAM PLANS |
| IDX Event Tracking for Google Analytics | ✓ | ✓ |
| Monthly site statistics and trends | ✓ | ✓ |
| Email engagement reports | ✓ | ✓ |
| Lead activity history | ✓ | ✓ |
| OPTIMA LEADS MOBILE APP | AGENT PLANS | TEAM PLANS |
| Push notifications for lead activity | ✓ | ✓ |
| View latest property search & user activity on your site | ✓ | ✓ |
| Instant access to contact information and activity history for all leads | ✓ | ✓ |
| Add/remove email campaign subscribers for MarketBoost email reports & Marketing Automation email & text follow-up campaigns | ✓ | Coming soon |
| Add or assign Lead Stages and Tags for leads | ✓ | Coming soon |
| Time-stamped note history for leads | ✓ | Coming soon |
| WEBSITE FEATURES | AGENT PLANS | TEAM PLANS |
| Secure hosted WordPress website | ✓ | ✓ |
| Real estate WordPress theme | ✓ | ✓ |
| Free Domain Name | ✓ | ✓ |
| Responsive, mobile-friendly design | ✓ | ✓ |
| REAL ESTATE CRM | AGENT PLANS | TEAM PLANS |
| CRM Business dashboard | ✓ | ✓ |
| Advanced lead filtering | ✓ | ✓ |
| Lead Rating based on advanced behavior tracking | ✓ | ✓ |
| Lead Stages | ✓ | ✓ |
| Custom & pre-created Tags for filtering and locating leads | ✓ | ✓ |
| Expanded lead info: type, birthdays, anniversaries | ✓ | ✓ |
| Lead notes and call log | ✓ | ✓ |
| To Do list with calendar sync | ✓ | ✓ Calendar sync coming soon |
| Send custom emails to leads | ✓ | ✓ |
| Drag-and-drop email builder with AI content generation |
✓ | ✓ |
| Automated birthday and closing anniversary emails | ✓ | ✓ |