Written by ajsantiago Introduction
There are three plans available for IF3, Essentials, Pro, and Premium, and each of them targets a specific investor. Essentials focus on the starting investor that doesn’t need all of the bells and whistles, only a solid system to stay on top of their leads and not miss any follow-ups. Pro is for mid-level investors with a team to help them manage the volume of their leads and they need to unlock features that will help them with their workflow. Lastly, Premium is for the bigger teams that need the highest level of functionalities to stay, not only, on top of their leads but of their team members as well.
Pro Upgrade
Unlock functionalities that will help your team be more efficient when it comes to their workflow.
| Campaign Autoresponders | Set up an automatic text or email that sends every time a new opportunity is created in the system. This is good for things like website integration so you can send a communication immediately after someone fills out your form. |
| Resurfacing | Maximize your leads by having the ability to resurface your dead opportunities into your or someone else’s Actions at some point in the future. This helps you make sure that you are getting the most of the opportunities you are generating. |
| Two Group Tabs | Segment your opportunities into different groups for better organization and set up functionalities like automatic releasing of opportunities to enforce accountability in your team members. |
| Templates | Have the option to save canned responses or custom actions so you don’t have to type them every time. |
| Workflows | Run automations like assigning a task to someone, sending an opportunity to a webhook, and/or triggering an email notification for someone whenever an opportunity goes to a certain status or if a certain label is added. |
| Inbound Call Pop-ups | A pop-up notification will appear whenever you receive a phone call from your phone system integration like Callrail or smrtPhone. Click the pop-up to redirect you to the opportunity of the person calling to take notes. |
| Mini Dashboard & My Scorecard | A personal dashboard to see your daily performance. If you have the smrtPhone integration, track your KPIs like the number of inbound/outbound calls, total talk time, etc. |
| Transactions | Manage your B – C process inside of InvestorFuse after a deal goes under contract with flexible pipelines for each of your exit strategies. |
| Advanced Lead Routing Options | More options to route your incoming Opportunties for efficient distribution that fits with your process. Round robin Opportunities in a group, or leave them unassigned for a first-come-first-serve basis, or assign them to a specific team member in a group. |
| Saved Filters | Save your most important filters to look up specific Opportunities in a heartbeat. Do you want to easily see your PPC leads that have the new lead status so you can contact them ASAP? Save that filter! |
Premium Upgrade
The Premium plan is designed for a team of 5 or more people. You get everything on Pro plus:
| Employee Scorecard | See a breakdown of your team members’ performance on a weekly basis. You can view KPIs like the number of Opportunities they touched, the number of outbound calls they did, etc. |
| Conversion Data | Determine how well your team members are converting Leads to Opportunities, from there to how many contracts are signed, and then closed deals. |
| Unlimited Groups | Create as many groups as you want which opens more flexibility to how you can organize your Opportunities. For instance, have a group for new leads so they are easy to spot, have another group for those that need follow-up, etc. |
| Restricted Users | A security feature that lets you restrict a user’s access so they can only see the opportunities assigned to them and not anyone else’s. |
| Push to Automation | Create shortcuts that will dramatically increase your team members’ ease of use. |
| External Sending | Automatically or manually send an opportunity to a webhook and into a third-party system. This could be used if you want to send your under-contract opportunities to a spreadsheet, InvestorLift, etc. |
| Weighted Round Robin | Change the number of Opportunities you can get in the round robin. You can make new acquisition team members get fewer Opportunities compared to the veterans to ease them in. This can also be used as a vacation mode so you do not get any Opportunities while you are away. |
| Lead Scoring | Assign a score to your leads through different criteria like motivation, action assigned, campaign, groups, and labels. This gives your team a clear objective on which Opportunities to prioritize by looking at the score and making sure the ones with a high score do not fall through the cracks. |
Conclusion:
In conclusion, IF3 offers a tailored approach to meet the diverse needs of investors at various stages of their journey. The Essentials plan is perfect for beginners who require a straightforward system to manage their leads effectively. The Pro plan caters to more experienced investors with a team, providing enhanced features to streamline workflows. Finally, the Premium plan is designed for larger teams that demand advanced functionalities to manage both leads and team dynamics. By providing these three distinct plans, IF3 ensures that every investor, regardless of their experience or scale, has the right tools to succeed in their investment endeavors.
Learn More:
If you would like to go over these features with our team, you can schedule a time to meet with our team to see if the features are a good fit for you.