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Lasso CRM Features

FEATURE SUMMARY

QuickSTART Edition

Professional Edition

LEAD & PROSPECT MANAGEMENT



Online lead capture (from anywhere, anytime)
Instant auto-response & sales team notification
Automatic/customized lead assignment
Standardized sales ratings (A,B,C or to suit your vernacular)
Personalized qualifying questions
Automated follow-up processes & activities
Targeted marketing & communications
Logged contact history
Website activity tracking & analytics (with instant sales team notification)
Media spend tracking & analytics
Integrated email/mass marketing system (with detailed tracking & analytics)
Email template library
RSVP, survey, and self-serve database updates

CONTACT MANAGEMENT



Integrated email, calendar and contact management
MS Outlook/MAC Mail connector records all emails in Lasso

PURCHASER & INVENTORY MANAGEMENT



Inventory by unit pricing & revision; parking & storage associations
Online Availability Board (list & graphical deal status in real-time)
Deal status tracking (available, reserved, offer, under contract, etc.)
Options & upgrades packages
Automatic generation of contracts, addendums & amendments
Deposit management & payment schedules
Online document storage (floor plans, images and contracts)
Personalized terminology to suit your company vernacular
Logged contact history

REAL-TIME REPORTING



Comprehensive Standard Reports (traffic, activity, purchaser, inventory, financial)
Personalized Reports with print and export capabilities
Custom Reports (created by Lasso to meet your unique business needs)

SYSTEM ACCESS, MANAGEMENT & SECURITY



Data import from external sources
Data export (via CSV & XML) on-demand or scheduled
User roles designed for your business
User access permissions based on your company structure
Easy re-assignment of Reps to Registrants

Click here to view a printable PDF Feature Summary Sheet.

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