Constellation1
Relocation
Constellation1 Relocation enables Relocation Directors to effectively manage all residential relocation and real estate referral leads from one centralized application.
Constellation1 Relocation is a web-based application that supports the entire relocation process, including capturing leads, effective follow-up, managing agreements and status updates, access to detailed reporting, department communication, and electronic signatures. As a relocation professional, you have access to your data, your client’s contact information and your reports in one system, anywhere you are.
You also get:
Frequent and automatic software updates and product enhancements
Secure data storage and daily back-ups
Ongoing product management for a hassle-free user experience
“I am a one-person relocation service center. It was a tremendous blessing to learn of Constellation1 Relocation at a conference many years ago. I could never handle the volume of leads and process all the required updates without it. Jim and his staff have always been very supportive and responsive.”
Linda Oliver, Real Estate III
Express Forms
- Streamline processes for incoming or outgoing referrals.
- Populate required fields in Express Forms.
- Easily associate Action Plans.
AutoPilot
- Send update requests, client letters and more.
- Identify the recipient and send schedule.
- Repeat AutoPilots as needed!
Activities
- Keep track of all To Do items
Track completion. - Monitor ‘update requests’ not yet completed by agents
Referral Submit Form
- Efficiently collect referrals on your website.
- Share the link in email or in your email signature to make it easy to submit.
- Populate your database with a quick form and a click.
Action Plans
- Easily set up an action plan to manage the new referral process.
- Choose the steps in your action plans, such as:
– email a custom referral letter
– assign the referral
– schedule frequent referral check-ins
– connect with the agent
– and more!
Create custom letters
Create referral teams
Monitor all form responses
Schedule report distribution
Agent access to assigned records
Corporate access to employee records
Constellation1 Relocation gives you:
Lead capturing
Lead follow up
Action plans in the software allow Relocation Directors to assign existing follow up systems to automatically manage the relocation lead sales process or customize an action plan to allow a unique experience based on department best practices.
Agreements
Easily send and secure signed referral agreements, and effectively store them under each customer.
Status updates
After an agreement is secured, scheduled status updates are sent from and received by the system to easily manage the entire lead workflow.
Lead reporting and tracking
Track and manage the effectiveness of each agent, office, and the department in general.
Department communication
Easily communicate with clients, agents, contacts, and internal staff with our efficient email capabilities.
eSignatures
Use electronically signed PDF documents in lieu of online web forms to effectively secure referral agreements.
Enhancements:
Lead integration: integrating third-party applications to more efficiently communicate between products.
Custom lead capture forms: allows Relocation Directors to more effectively brand material, automate systems, and more efficiently streamline the lead process.
Additional users available.
Additional databases available.
Pricing
Products
Relocation 2.0 License
- $450 setup
- $2020 one user license includes XL images license and eSign license.
Custom Referral Submit Form
- $450 down
- $315 per form
Custom Forms
- $150 an hour
- $300 per form
Upgrades
Additional Relocation Database
- $300 setup
- $275 per database license
Relocation Additional User
- $150 setup
- $210 per additional user license
Image Licenses / Document Storage and Sharing
- Standard: 5GB
- $150 setup
- $137 per license
- $15.75 per user
- Large: 30GB
- $150 setup
- $273 per license
- $15.75 per user
- X-Large: 60GB
- $150 setup
- $410 per license
- $15.75 per user
Integrations
LeadingRE
- $300 setup
- $259 per license (begins in year 2)
Cartus – (LeadRouter and Copy / Paste feature)
- $300 setup
- $473 per license
OpCity (Copy / Paste feature)
- $315 per license
Constellation1 eSign
- $120 per license
Third Party (Setup quoted by service)
- $259 per license
Advanced Custom Development ($150/hr)
- Custom pages, reports and other database-related features are available at additional cost. See “Pricing” for the current costs.
- Contact us for more information on Custom Development, if needed.
- Development of custom data imports and exports is available.
- Additional tables and other web-related features may be added at additional cost.