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US 11,238,467 B2Granted
User active lead management system and uses thereof
OwnerRonen Sassoninventor
Life of this patent
Estimating the term…
Abstract
Provided herein are systems for managing properties, e.g., real estate or financial properties, in real time and over time. The system generally comprises an electronic device with at least a processor, a memory and a display coupled to the processor and at least one network connection and an interactive management tool coupled to the electronic device. The interactive management tool comprises features for managing captured leads such as Email Alerts, Exporting, Labels, Syncing, Value, and Mobility. Also provided is a method for utilizing the system to capture leads and to interactively manage the same. Further provided herein is a non-transitory machine-readable storage device comprising processor-executable instructions to perform the method.
Claims16
A computer-implemented method for managing sales leads, comprising the steps of:
- generating a first interaction in a first mode with a server;
- generating a second interaction in said first mode so as to form a first computer-implemented interactive tool,
- wherein said server is electronically connected to a computer through a network connection, said computer being comprised of a processor, a memory, a display coupled to said processor, an interface, and said network connection,
- wherein said server is comprised of a database of leads and sales information, a plurality of first program modules, and said first computer-implemented interactive tool,
- wherein said plurality of first program modules is comprised of a first response program module being comprised of a first response interaction in a second mode, said first mode being different from said second mode, said first response program module being comprised of a recipient program module corresponding to an identity of a lead so as to determine a recipient agent for said identity of said lead,
- wherein said second mode is text,
- wherein said first response program module is associated with confirming an appointment,
- wherein said leads and sales information is comprised of contact information in said second mode, said contact information being comprised of said identity of said lead;
- associating said first interaction with said contact information in said second mode;
- associating said first interaction and said contact information in said second mode with said first response program module;
- and
- sending said first response interaction in said second mode according to said first response program module concurrent with said step of generating said second interaction in said first mode so as to confirm said appointment in said second mode;
- associating said first interaction with said identity of said lead;
- associating said first interaction and said identity of said lead with said recipient program module;
- sending a text message according to said recipient program module so as to determine feedback information from said identity of said lead,
- wherein said plurality of first program modules is further comprised of a preset program module corresponding to said feedback information;
- associating said text message with said feedback information;
- and
- associating said text message and said feedback information with said preset program module,
- wherein said preset program module is comprised of at least one of a group consisting of:
- a signature request to verify said feedback information, an update to said database with said feedback information, an automatic message with said feedback information to agents, an export of sales information related to said feedback information from said database, and a synchronization of sales information between said server and said computer.
18 more elements
A computer-implemented method for tracking sale progress of an agent, comprising the steps of:
- generating a first interaction in a first mode with a server;
- generating a second interaction in said first mode so as to form a first computer-implemented interactive tool,
- wherein said server is electronically connected to a computer through a network connection, said computer being comprised of a processor, a memory, a display coupled to said processor, a user interface, and said network connection,
- wherein said server is comprised of a database of leads and sales information, a plurality of first program modules, and said first computer-implemented interactive tool,
- wherein said plurality of first program modules is comprised of a first response program module being comprised of a first response interaction in a second mode, said first mode being different from said second mode, said first response program module being comprised of a recipient program module corresponding to an identity of a lead so as to determine a recipient agent for said identity of said lead,
- wherein said second mode is text,
- wherein said leads and sale information is comprised of information leading up to a sale and post sale and said identity of said lead;
- associating said first interaction with said identity of said lead;
- associating said first interaction and said identity of said lead with said recipient program module;
- sending a text message according to said recipient program module so as to determine feedback information from said identity of said lead,
- wherein said plurality of first program modules is further comprised of a preset program module corresponding to said feedback information;
- associating said text message with said feedback information;
- and
- associating said text message and said feedback information with said preset program module,
- wherein said preset program module is comprised of at least one of a group consisting of:
- a signature request to verify said feedback information, an update to said database with said feedback information, an automatic message with said feedback information to agents, an export of sales information related to said feedback information from said database, and a synchronization of sales information between said server and said computer;
- wherein said plurality of first program modules is further comprised of a program module associated with confirming information leading up to a sale and post sale,
- associating said first interaction with said information leading up to said sale and post sale;
- associating said first interaction and said information leading up to said sale and post sale with said first response program module;
- and
- sending another first response interaction in said second mode according to said program module associated with confirming information leading up to a sale and post sale, before said step of generating said second interaction in said first mode so as to confirm said information leading up to a sale and post sale.
18 more elements
A computer-implemented method for managing sales leads, comprising the steps of:
- generating a communication email interaction with a server;
- generating a final confirmation email interaction so as to form a computer-implemented interactive tool,
- wherein said server is electronically connected to a computer through a network connection, said computer being comprised of a processor, a memory, a display coupled to said processor, an interface, and said network connection,
- wherein said server is comprised of a database of leads and sales information, a plurality of program modules, and said computer-implemented interactive tool,
- wherein said plurality of program modules is comprised of a response program module being comprised of a confirmation text interaction, said first response program module being comprised of a recipient program module corresponding to an identity of a lead so as to determine a recipient agent for said identity of said lead,
- wherein said response program module is associated with confirming an appointment,
- wherein said leads and sales information is comprised of contact information in said second mode, said contact information being comprised of said identity of said lead;
- associating said communication email interaction with said contact information;
- associating said communication email interaction and said contact information with said response program module;
- sending said confirmation text interaction according to said response program module concurrent with said step of generating said confirmation email interaction so as to confirm said appointment in said second mode by text,
- associating said first interaction with said identity of said lead;
- associating said first interaction and said identity of said lead with said recipient program module;
- sending a text message according to said recipient program module, said text message being said communication text interaction, so as to determine feedback information from said identity of said lead,
- wherein said plurality of first program modules is further comprised of a preset program module corresponding to said feedback information;
- associating said text message with said feedback information;
- and
- associating said text message and said feedback information with said preset program module,
- wherein said preset program module is comprised of at least one of a group consisting of:
- a signature request to verify said feedback information, an update to said database with said feedback information, an automatic message with said feedback information to agents, an export of sales information related to said feedback information from said database, and a synchronization of sales information between said server and said computer.
16 more elements
Dependencies are inferred from the claim text.