NICHE CRM
How It Works

From Data to Deal — Here's How NICHE CRM Works

Fresh data comes in daily. Records land in your pipeline pre-enriched. Campaigns run automatically. Your team works the deals. Everything is tracked from first contact to signed contract.

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8 Steps. One Pipeline. Zero Manual Entry.

NICHE CRM handles the data, the outreach, and the tracking. You focus on closing.

01

Subscribe to NICHE DATA

Fresh distressed property data — foreclosures, divorces, probate, surplus funds — is collected from county sources every single day. NICHE DATA does the heavy lifting so you never work off stale lists.

02

Records Are Enriched Automatically

Every incoming record is enriched with skip-traced phone numbers and emails, full parcel data, mortgage info, equity calculations, Zillow Zestimate, and an auto-rating of Gold, Silver, or Bronze.

03

Duplicates Are Caught at the Gate

Google Address Validation runs on every incoming record. Duplicates are routed to an Incoming Data queue for review — they never pollute your pipeline. Clean data only.

04

Records Land as Prospects

Validated, enriched records enter your pipeline as Prospects — pre-loaded with contacts, property data, and equity info. Ready for outreach from day one, with zero manual data entry.

05

Campaigns Run Automatically

NICHE Marketing enrolls new records into drip campaigns automatically. SMS, email, and direct mail go out on your schedule. Campaigns auto-pause on reply and auto-stop when a record converts.

06

Work the Pipeline — Outreach & Track

Send texts, emails, iMessages, and postcards from any record. Make calls through SmrtPhone. Schedule appointments, assign tasks, and leave notes — your entire team stays in sync.

07

Door Knock With Maps

Your field team uses the Maps tool to visualize records as pins on Google Maps. Build filters, plan optimized driving routes, and log door knocks in real time — all from the CRM.

08

Convert to Closed Deal

Send contracts through DocuSign — signed documents auto-attach to the record. Move the deal through Transactions to Closed Deal. Every text, call, knock, and contract is preserved in the Record Passport forever.

The Pipeline at a Glance

Every record flows through clear stages. Automations handle the transitions — your team handles the conversations.

Incoming Data
Prospects
Leads
Opportunities
Transactions
Closed Deals

Plus Expired Foreclosures — a parallel track for foreclosures with past auction dates.

Dive Deeper Into Each Feature

Ready to See It in Action?

NICHE CRM takes daily fresh data, builds your pipeline automatically, runs campaigns, and tracks every deal from prospect to close.