CRM Integration Comparison

Below are Ylopo features based on CRM integration, which are categorized as Outbound and Inbound:

• Outbound - updates that Ylopo delivers to the CRM
• Inbound - updates/CRM events that are synced back to Ylopo

Note: A downloadable PDF version is available at the bottom of the page.

Features
New lead delivery
Dedicated field for Ylopo Stars URL
Direct agent assignment based on subdomain registration (Open House direct agent assignment)
Reassociate leads with agent subdomain based on synced CRM assignment
Ability to route new leads via client's CRM configurations / lead rules					N/A
Link from Client CRM back into Ylopo Stars					Partial*
Ability to add all Raiya AI automated texting outreach/responses to CRM (notes)
Separate AI texting into Text object to be sorted from other note content in lead profile
Ability to add all listings viewed, saved, showing requests directly to client CRM					Partial**
Ability to add all priority events to lead timeline in client CRM
Separate Viewed Listing section with IDX/MLS formatted data storage (Recent Activity in FUB)
Ability to easily sort or filter by Ylopo leads with recent home search activity -  initial landing timestamp update or viewed listing detail (Last Activity in FUB)
Ability to easily sort or filter by Ylopo leads with priority notifications or behavioral texts (based on tags)					Partial***
Ability to add, remove tags associated with leads				Partial*	Partial****
Ability to route leads specifically to ONE agent on client's CRM
Ability to update lead's contact info if we receive an updated phone number/email
Ability to assign a task to a specific agent assigned to a lead based on priority notifications
Add Address to contact info for newly dispatched Seller leads that match with HOMEBOT Home record
Custom fields where we can add our continuous updates (STATS_UPDATE) to persistently overwrite data based on lead's last search site session
Full RAIYA VOICE support (shared phone number for live transfers to ring multiple agents, call recordings and call logs, lead reassignment post transfer, tags, call center on/off based on CRM stage and assignee)		Partial*****	Partial*****	Partial*****	Partial*****
Ylopo RAIYA embedded app

* No dedicated Stars field, leads will have Stars links contained in the Note content

** No separate object/section in UI for listing data, will be added to Notes in Contact timeline

*** YPRIORITY and HANDRAISER tags are available, but it is not possible to sort leads based on recent Ylopo activity

**** Add tags only, no removal capabilities

***** No shared phone number to ring multiple agents, call recordings, lead reassignment, call center on/off controls. Best for Solo Agents, not Teams 

Features
Auto-import new leads based on Source
Auto-import new leads with searches based on property inquiries
Auto-import to specific party for shared CRM integration based on initial property inquiry locations
Auto-import to specific party for shared CRM integration based on initial tags
Auto-import new leads based on Y_IMPORT tagging
Dynamically Sync Tags to govern AI texting opt-outs
Dynamically Sync Stages to govern AI texting opt-outs
Dynamically Sync Agent assignment updates
Pond assignment syncing - sync all agents in Pond as assignees based on Pond association		N/A
Tag-based Mass Lead Import
Notify Agents of Priority Lead Alerts via Email/Text/CRM Note based on synced CRM assignees
Automatically Nurture Leads via Behavioral Texting when auto-imported
Notify Agents of Behavioral Texting Responses via Email/Text/CRM Note based on synced CRM assignees