LionDesk

CRM, marketing & transaction management for real estate

About LionDesk

LionDesk is a CRM, lead, and transaction management platform for real estate agents, teams, brokers, and lenders, with native mobile apps for Android and iOS. With the aim of helping real estate professionals to organize and streamline their operations, LionDesk boasts features including transaction management, task scheduling, drip marketing campaigns, email tracking, lead distribution and tracking, contact management, click to call, and more.

LionDesk's CRM functions allow users to manage clients by assigning each new client to a specific team member, and prioritize to determine who to contact next. Users can also track emails, phone calls, and other interactions, and tag and filter them for added organization. In order to ensure that each enquiry is dealt with by the relevant person, LionDesk allows users to assign leads to team members based on performance, specialities, or zip code. With LionDesk, users can also track their deals and pipeline, property closings, deadlines and more with the in-built calendar and automatic notifications.

LionDesk also aids with real estate marketing by allowing users to create enhanced drip campaigns via email, SMS or phone call, and ‘text 2 sell’ campaigns which provide short contact codes for promotional flyers and signs. Campaign results can be tracked within LionDesk, with the ability to view open and click rates for each email, and providing an overview of which prospects are most interested in the product or deal.


Key benefits of LionDesk

  • Import existing leads from third-party sources such as Zillow, Trulio, or Realtor.com, and contact them instantly through LionDesk. Take advantage of the 'click to call' feature to save time on dialing and track phone calls.

  • Upload and store documents including client presentations, contracts, legal documents, and more, and assign them to specific contacts within the document management feature. Documents can also be sorted into folders for added organization.

  • Create and deploy drip marketing campaigns with scheduled emails and texts and conversion tracking. LionDesk also offers an autoresponder feature that sends automated emails, texts, or calls to every lead.

  • LionDesk’s transaction management and property plan tools help ensure that no tasks or payments are missed. Use pre-built plans, including closing plans and listing presentations, or create customized workflow task lists.

  • View upcoming or underway deals with a fully customizable pipeline view. Use the drag & drop interface to move deals from one stage to the next and customize stages to suit business workflows (e.g. initial consultation, offer made, negotiating, and more).

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    Not sure about LionDesk? Compare with a popular alternative

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    4,1 (95)
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    Pricing Options

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    Features

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    Integrations

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    Ease of Use

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    Value for Money

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    Customer Service

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    Reviews

    Overall rating

    4,1 /5
    (95)
    Value for Money
    4,1/5
    Features
    4,1/5
    Ease of Use
    3,9/5
    Customer Support
    3,6/5

    Already have LionDesk?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 95
    Jeremy M.
    Jeremy M.
    Overall rating
    • Industry: Financial Services
    • Company size: Self Employed
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    lion desk and mortgage compabnies

    Reviewed on 2021/05/29

    Pros

    I absolutely loved how there is a section for sharing your marketing sequences with other realtors and loan officers. Being able to see what works and what doesn't work is a crucial part in growing your own business. This also gives you new ideas to implement within your own organization. Liondesk is also a very easy platform to navigate when you know how to properly make use of it's features.

    Cons

    Sometimes there were too many options to choose from. They also didn't have any advanced features lie other CRMs do, such as analytics and landing pages, websites, etc.

    Switched From

    Pipedrive
    Daniel
    Daniel
    Overall rating
    • Industry: Real Estate
    • Company size: 2–10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    CRM Simplified and Empowered

    Reviewed on 2018/09/06

    Pros

    This is a great software for non-techie individuals who want powerful, robust and easy to use CRM. With the tool, it's easy to set up campaigns - which include text, email and activities and I like the ability to text through the app.

    Cons

    Not much I don't like, but wish they did have a few additional features: 1. Ability to make outbound calls from phone app and use the CRM phone number, not my cell phone. 2. Ability to send direct mail and/or voicemail campaigns as part of an outreach campaign. 3. They can improve on the integrations. Having some issues getting leads to insert properly.

    Response from LionDesk

    Daniel,
    Thank you so much for your feedback. I am glad to hear you are loving LionDesk and are loving the drip campaign feature as well!

    As far as your concerns, thank you for letting us know! We need feedback like this to provide the best sales platform possible for our users! I am forwarding your feedback to our development team and I appreciate you taking the time to leave this review.

    Please do not hesitate to reach out with you need assistance with anything LionDesk!

    Nancy
    Overall rating
    • Industry: Real Estate
    • Company size: 10 000+ Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    Horrible Customer Service

    Reviewed on 2021/03/31

    The system is not bad but with no Customer Service, it can’t be maintained.

    The system is not bad but with no Customer Service, it can’t be maintained.

    Pros

    The biggest problem with this company is customer service. If you have a problem, you have to call 10x because they continually drop the ball. Some customer service people give you wrong information and none of them follow through. This past week, I was threatened by a client who was receiving messages from one of my campaigns yet, he didn’t show up on my contact list. So, I couldn’t shut down the messages. I had to cancel the account before I got reported to the realtor board. How disgusting is this!! I called repeatedly for 3 days but, the 3rd day, when it was apparent that nobody was looking into my issue, I canceled them. Don’t waste your money!!

    Cons

    Customer Service is the worst ever. Their inability to follow through almost got me in trouble with my realtor board. There system was sending messages with my name attached to a client that wasn’t in my contact list. After 6 phone calls and 3 days of reaching out, I canceled my account.

    Response from LionDesk

    Hi Nancy, apologies for any inconvenience. Sounds like a very unique situation. Even though you've chosen to cancel your account, if you decide to come back we'd love the opportunity to support you and your business. Please email [email protected] for a welcome back discount.

    J. Alexander
    J. Alexander
    Overall rating
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    by far the most advanced CRM I've found amongst dozens of programs i've tried

    Reviewed on 2018/05/01

    When used properly, you can build your LionDesk account to be an absolute MACHINE to communicate...

    When used properly, you can build your LionDesk account to be an absolute MACHINE to communicate with your clients. After you create automatic campaigns, you can essentially communicate with thousands of people without ever needing to get out of bed !!!!

    Pros

    Maximum options to communicate with clients . you can text 1000 people as fast as you could send a text from your phone, send mass emails, and even send VIDEO emails! the 'text to sell' application is very cool. create a short code, and when someone sends that code to your marketing phone number (that you create inside of lions desk) you can set up to have whatever you program to be instantly texted to that person. And when that person texts you, liondesk has the remarkable ability to capture a large amount of info from that person simply from receiving their phone number

    Cons

    It takes some time to become familiar with this program, so you'll need to spend some time playing with the system. However, I have to attribute this to the fact that the system is quite elaborate (in a good way). just dont expect to jump in and master the program the first time you use it...but its well worth the time you'll spend working with it.

    Response from LionDesk

    Thank you for the review! We are so pleased you like LionDesk. Also, we really appreciate your feedback on LionDesk's "Ease of Use". We are actually overhauling our onboarding and help section to make this easier for new and existing clients for this reason. :) Thanks again and happy closing!

    David
    Overall rating
    • Industry: Real Estate
    • Company size: 201–500 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Great Orgizatinal Tool

    Reviewed on 2019/02/12

    It has helped me greatly with staying on top for all my leads. I easily scroll through the names...

    It has helped me greatly with staying on top for all my leads. I easily scroll through the names and write emails that can go to multiple leads at the same time.

    Pros

    I love the way Lionsdesk easily integrates swath our other software systems that we use. We used many other orbitational tools in the past. I feel that Lionsdesk has been the best so far. It allows me to call straight off the site and helps me keep to my call back dates and reminds me when I have not contacted one of my leads.

    Cons

    I have not had any major issues so far with the software.

    Response from LionDesk

    Hi David, thanks for the great review. Love that you're integrating the platform with your favorite tools. All the best for success in your business.

    Showing 5 reviews of 95 Read all reviews

    LionDesk FAQs

    Below are some frequently asked questions for LionDesk.

    LionDesk offers the following pricing plans:

    • Starting from: US$30,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    Free 30 day trial - no credit card required. Then $30.00/month including features such as full CRM, video emails, video texting, custom drip campaigns, contact lists, reporting, document storage, and more.

    LionDesk has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

    LionDesk supports the following languages:

    English, Spanish

    LionDesk supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    LionDesk integrates with the following applications:

    Brokermint, CXMEngine, Cloud CMA, Google Calendar, Google Contacts, IDXMatrix, Meta for Business, MojoPro, Showcase, Zillow Rental Manager

    LionDesk offers the following support options:

    Email/Help Desk, FAQs/Forum, Phone Support, 24/7 (Live rep), Chat

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