LionDesk

CRM, marketing & transaction management for real estate

4,2 /5 (81 reviews) Write a Review!

LionDesk Overview

What is 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.

LionDesk Overview

Pricing

Starting from
US$25,00/month

Pricing options

Free Trial
Subscription
Value for money

Free 30 day trial - no credit card required.

Then $25.00/month including features such as full CRM, video emails, video texting, custom drip campaigns, contact lists, reporting, document storage, and more.


LionDesk Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

Access LionDesk from any device with the Android and iOS mobile apps
Manage contacts using the LionDesk CRM with search functionality and filters
Create and deploy drip email marketing campaigns manually, or on autopilot
Use the LionDesk property plan tools to manage tasks relating to listings, sales, and more
Manage upcoming deals within the customizable, drag & drop pipeline manager
Email integration allows users to communicate with contacts from scratch or using the in-built templates
Track email campaigns to view results on opens, clicks, and conversions
Create 'text 2 sell' short property codes to add to flyers and sign riders for simplified enquiries
Access contacts, tasks, video, and more on-the-go with Android and iOS apps
Manage contacts from the iOS and Android apps
LionDesk video LionDesk video LionDesk screenshot: Access LionDesk from any device with the Android and iOS mobile apps LionDesk screenshot: Manage contacts using the LionDesk CRM with search functionality and filters LionDesk screenshot: Create and deploy drip email marketing campaigns manually, or on autopilot LionDesk screenshot: Use the LionDesk property plan tools to manage tasks relating to listings, sales, and more LionDesk screenshot: Manage upcoming deals within the customizable, drag & drop pipeline manager LionDesk screenshot: Email integration allows users to communicate with contacts from scratch or using the in-built templates LionDesk screenshot: Track email campaigns to view results on opens, clicks, and conversions LionDesk screenshot: Create 'text 2 sell' short property codes to add to flyers and sign riders for simplified enquiries LionDesk screenshot: Access contacts, tasks, video, and more on-the-go with Android and iOS apps LionDesk screenshot: Manage contacts from the iOS and Android apps

LionDesk Reviews

LionDesk Reviews

Overall rating
4,2
/
5
Excellent
45

Very good
20

Average
9

Poor
3

Terrible
4

Value for Money
4,2
Features
4,2
Ease of Use
4
Customer Support
3,8
80% recommended this app
Jordan M.

Liondesk: Almost a one stop Sales/Real Estate CRM Solution

I track all of my client interactions, current projects, to do's, information, and business projections through the software currently. I use the program every day multiple times a day.


Brian M.

Beware of overzealous sales trickery

Totally tricked into a "FREE Trial" on the phone and told that they have the ability to set up custom data fields. After I gave them my credit card assuming it was to hold my "free trial" I was charged $39 and promptly told on the next line where I was setting up the solution that actually they cant do what the sales guy said and guess what??? No refunds! Had the solution less than 5 minutes and was tricked into signing up, customer service is the worst and their policies are terrible. Left a bad taste in my mouth enough to take the time to tell others to BEWARE...


Verified Reviewer

Just OK

It's tough to change CRM's so I'm still using the product. For now.


Ken C.

If I could make it do what it supposed to do...

I think the program is good but not sure at what level we are operating. I will continue to use liondesk and hope we can get to some accommodation for setup and customer service. I don't know what it's going to take to get professional assistance with this program.


Jason G.

LionDesk Has Been A Great Buy For Me!

Better lead management with my database. When leads come in from FB they go straight into a custom text/email campaign and don't fall through the cracks. The platform is clean and easy to navigate and I like the format a lot. I highly recommend the product. It's clear this company is going to continue to roll out with innovative and good upgrades to the software. Looking forward to seeing them.


Jordan M.
Industry: Real Estate
Company size: Self Employed

Liondesk: Almost a one stop Sales/Real Estate CRM Solution

Used Daily for 2+ years
Reviewed on 2019/03/21
Review Source: Capterra

I track all of my client interactions, current projects, to do's, information, and business projections through the software currently. I use the program every day multiple times a day.

Pros

Liondesk is a robustly featured CRM used for Real Estate but could probably be used for other forms of sales as well. The features that drew me to Liondesk are as follows: 1. Data Analytics: Robust data capturing and visualization 2. Features for the money: Contacts, emails, custom phone lines, text messaging, drips, deal plans and pipeline revenue projection, and soon a new AI. It is a fully featured system. 3. The price: It is very affordable when comparing the CRM to other software web apps in its class.

Cons

Liondesk is missing a robust "value add" form of drip. Like newsletters, informational articles on the real estate industry. The provided and shared drips come off as salesy without much value add for the consumer. Other CRM's in its class such as ixact and contactually provide this. This however, is understandable because both of those CRM'S are generally more expensive.

Response from LionDesk

Hi Jordan, thrilled you're having success with LionDesk. Especially taking advantage of all the features the system offers. Thanks for being part of the community and sharing this helpful review.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Brian M.
Industry: Real Estate
Company size: 2-10 Employees

Beware of overzealous sales trickery

Used Daily for 1+ year
Reviewed on 2019/12/28
Review Source: Capterra

Totally tricked into a "FREE Trial" on the phone and told that they have the ability to set up custom data fields. After I gave them my credit card assuming it was to hold my "free trial" I was charged $39 and promptly told on the next line where I was setting up the solution that actually they cant do what the sales guy said and guess what??? No refunds! Had the solution less than 5 minutes and was tricked into signing up, customer service is the worst and their policies are terrible. Left a bad taste in my mouth enough to take the time to tell others to BEWARE...

Pros

It is an out of the box solution that most Realtors would get a benefit from using assuming they do not need a custom solution.

Cons

It does not allow custom data fields i.e. timeline, areas of interest, loan program etc. Also I wanted to use my own number which you have to either purchase from them or use your own (I had a Twilio number) and even with my number once I selected to use it with Liondesk they charge you to take it back even though I own the number. Using your own number is important when using SMS with leads.

Response from LionDesk

Ouch Brian! We'd love the opportunity to earn your 5 star rating. How can we help?

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 4.0/10

Verified Reviewer
Industry: Real Estate
Company size: 11-50 Employees

Just OK

Used Daily for 2+ years
Reviewed on 2020/10/06
Review Source: Capterra

It's tough to change CRM's so I'm still using the product. For now.

Pros

Been using this on and off for several years. It's mid level quality for a CRM. Shop around before choosing this one.

Cons

The website is not the easiest to use in my opinion. Could use more features for the money. Could be better.

Response from LionDesk

First, thank you for choosing LionDesk as your integrated CRM. We would love to be able to give you a better CRM user experience. Regarding the more feature request: What is it that you are looking for? What do you need your CRM to do?

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

Ken C.
Industry: Real Estate
Company size: 2-10 Employees

If I could make it do what it supposed to do...

Used Daily for 1-5 months
Reviewed on 2019/08/30
Review Source: Capterra

I think the program is good but not sure at what level we are operating. I will continue to use liondesk and hope we can get to some accommodation for setup and customer service. I don't know what it's going to take to get professional assistance with this program.

Pros

I like the idea that it will send video text messages in campaigns. I like the integration with y lopo. Pretty straightforward to use. I like but they promised it would do.

Cons

Customer service. Chat Windows take you 4 hours to respond makes it impossible for me to get assistance. I've never sat in one place waiting for somebody for 4 hours except for the birth of my two children. Answers, when given or short, Kurt, and rarely solve the problem. The inability to interact to actually identify the problem makes it impossible to solve it. I'm operating now I do not know level functionality with this program because I can get literally no assistance in a meaningful way to get it set up. I've had this program for nearly six months now and no one at liondesk can tell me if I'm operating it correctly, what should be done to optimize it, and how this could function best for my business. This requires interaction, human-to-human, but somebody who is knowledgeable about the actual implementation and use of the program towards the consumers business goals.

Response from LionDesk

Hi Ken, Thanks for the great feedback. Love that you're taking advantage of the Video texting!

For support questions, feel free to schedule a 1:1 call with our support team through the below link.

1:1 Support Appointment: https://calendly.com/Liondesk_support

Also, if you're not already a member, join the LionDesk private Facebook group which is full of best practices and knowledge sharing with over 10k agents.

Facebook Group: https://www.facebook.com/groups/liondesk/

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 4.0/10

Jason G.
Industry: Real Estate
Company size: 2-10 Employees

LionDesk Has Been A Great Buy For Me!

Used Daily for 1-5 months
Reviewed on 2020/09/11
Review Source: Capterra

Better lead management with my database. When leads come in from FB they go straight into a custom text/email campaign and don't fall through the cracks. The platform is clean and easy to navigate and I like the format a lot. I highly recommend the product. It's clear this company is going to continue to roll out with innovative and good upgrades to the software. Looking forward to seeing them.

Pros

I love this platform so far. It has been very user friendly and has most of the features I want for a very reasonable price. Innovation of new features seems to be at the front of mind for the company, which I look forward to seeing and trying out.

Cons

I really would like the option to use a straight to voice mail call feature. This would be great. The inclusion of an auto-dial feature would also be incredible. I'd love to see the creation of a social media digital management add on so that we could hire a social media manager that already has access to our database. Another cool feature I've never seen a CRM tackle is helping agents complete missing information on their clients. Like a people finder service that assists in helping to update old contact info, etc. Last item I really want which should actually be my first item is a monthly automated home value email that goes out to my database and gives them a monthly market snapshot type thing.

Response from LionDesk

Thank you for the awesome review Jason & for choosing LionDesk as your integrated CRM. Regarding the auto dialer we have something in the works coming out this year :) Stay tuned for all the stuff we have coming!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,3/10
Based on 81 user ratings
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LionDesk Pricing

LionDesk Pricing

Starting from
US$25,00/month
Free Trial
Subscription
Value for money

Free 30 day trial - no credit card required.

Then $25.00/month including features such as full CRM, video emails, video texting, custom drip campaigns, contact lists, reporting, document storage, and more.

Free 30 day trial - no credit card required.

Then $25.00/month including features such as full CRM, video emails, video texting, custom drip campaigns, contact lists, reporting, document storage, and more.

Value for Money
4,2/5
Based on 81 user ratings
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LionDesk Features

LionDesk Features

API
Accounting Management
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Contact Database
Contact Management
Document Management
Document Storage
Electronic Payments
Email Notifications
Maintenance Scheduling
Reminders
Reporting & Statistics
Search Functionality
Self Service Portal
Task Management
Third Party Integration
Work Order Management
Features
4,2/5
Based on 81 user ratings
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Categories

Additional information for LionDesk

Additional information for LionDesk

Key features of LionDesk

  • Activity dashboard
  • Auto-responders
  • Automatic reminders
  • CRM integration
  • Calendar management
  • Call tracking
  • Campaign analysis
  • Campaign planning
  • Click-through tracking
  • Client management
  • Contact history
  • Customizable templates
  • Deadline tracking
  • Document storage
  • Drip email marketing
  • Email integration
  • Email monitoring
  • Event scheduling
  • Filtered views
  • Import / export data
  • Lead assignment
  • Lead capture
  • Lead distribution
  • Multi-campaign
  • Pipeline management
  • Reporting & statistics
  • Sales reporting
  • Scheduled emails
  • Summary reports
  • Tagging
  • Task planning
  • Task scheduling
  • Transaction history
  • Transaction monitoring
  • Two-way audio & video
  • Video support

Benefits

  • Import exsisting 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 auto responder feature which 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).

  • LionDesk FAQs

    LionDesk FAQs

    Below are some frequently asked questions for LionDesk.

    Q. What type of pricing plans does LionDesk offer?

    LionDesk offers the following pricing plans:

    Starting from: US$25,00/month

    Pricing model: Subscription

    Free Trial: Available

    Free 30 day trial - no credit card required. Then $25.00/month including features such as full CRM, video emails, video texting, custom drip campaigns, contact lists, reporting, document storage, and more.

    Q. What are the main features of LionDesk?

    LionDesk offers the following features:

    • Activity dashboard
    • Auto-responders
    • Automatic reminders
    • CRM integration
    • Calendar management
    • Call tracking
    • Campaign analysis
    • Campaign planning
    • Click-through tracking
    • Client management
    • Contact history
    • Customizable templates
    • Deadline tracking
    • Document storage
    • Drip email marketing
    • Email integration
    • Email monitoring
    • Event scheduling
    • Filtered views
    • Import / export data
    • Lead assignment
    • Lead capture
    • Lead distribution
    • Multi-campaign
    • Pipeline management
    • Reporting & statistics
    • Sales reporting
    • Scheduled emails
    • Summary reports
    • Tagging
    • Task planning
    • Task scheduling
    • Transaction history
    • Transaction monitoring
    • Two-way audio & video
    • Video support

    Q. Who are the typical users of LionDesk?

    LionDesk has the following typical customers:

    Small Business, Mid Size Business

    Q. What languages does LionDesk support?

    LionDesk supports the following languages:

    English

    Q. What type of pricing plans does LionDesk offer?

    LionDesk has the following pricing plans:

    Subscription

    Q. Does LionDesk support mobile devices?

    LionDesk supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does LionDesk integrate with?

    LionDesk integrates with the following applications:

    Agent Legend, BoomTown, CallTrackingMetrics, Cognito Forms, LeadsBridge, Ohmylead, PieSync, Upcall, Visual Visitor, dotloop

    Q. What level of support does LionDesk offer?

    LionDesk offers the following support options:

    Phone Support, Online Support