Portfolio Management Tools

CRM Pipelines

LandGate CRM Pipelines.mp4

Navigate to the CRM Pipelines tool located to the right of the parcel data table

2. Click on the + icon to create a new CRM Pipeline

3. Name the Pipeline by clicking in to the Pipeline Name: field

4. Name a Stage by clicking in to the Stage Name: field

Easily identify parcels within a stage on the map by designating a parcel fill color

5. Click on the color block square to open the color scale to choose a new color or further customize by inserting a Hex color code

Remove a stage by clicking the trash can icon to the right of a Stage color, then click Confirm Delete

After creating a CRM Pipeline, the pipeline can now be applied to a Portfolio.

2. Once a Pipeline is applied, the Stage column will populate with a dropdown option

3. Click on the dropdown in the Stage column to apply a stage to a parcel

Export Data

Create a Mailer Campaign

All-In-One Land Management Web App

Connect Parcel Portfolios from LandGate to Salesforce (or other CRM)
Streamline your outreach funnels with customized stages for each process
Color-coordinate parcels to sales stages
Access all parcel data in the United States
- Download/Upload shapefiles
- Export ownership data and parcel notes
- Export contact info: phone number & email address
Lighting-fast customer acquisition
- Utilize PowerMarketing to optimize mailer workflow
- Reduce customer acquisition costs

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