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Category: Product Updates (page 1 of 2)

Start Your Day Right – Digsy AI’s Daily Digest Email

Before you head to the office and start your day, you’ll receive Digsy AI’s Daily Digest email. Our Daily Digest email will help you prioritize your day by showing your scheduled follow ups and overdue follow ups.

We even take it a step further by giving you the ability to send an Email and/or Call your contact to instantly take action. That way you can immediately start to chip away at your to-do’s.

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Crush Through Your Contacts with Digsy AI’s Mass Select Feature

The contacts in your Digsy AI account are yours.  You should be able to take any action that you want in the most efficient way possible.

Our philosophy here at Digsy AI is to take every measure to save you time and effort throughout your day.  

That’s why we’ve given you the ability to effortlessly select all your contacts in a stage and take action.  

With the Select All feature, you can:

  • Send a mass email
  • Tag all your contacts
  • Move all your contacts to another stage

… all with just a couple clicks. You even have the option to only select all the contacts within a page, which is the “Select All in View” option


Here are a few ways to use Digsy AI’s Select All Feature:

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Search for Contacts and Properties Faster Than Ever With Global Search

Digsy AI has a powerful Advanced Search function where you can easily segment and group your contacts to take action. For a quick search on the fly, Digsy AI created Global Search.

Our Global Search bar can now be found in the upper right hand corner of any page that you find yourself in Digsy AI.

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Easily Export Your Contacts on Digsy AI with a Couple Clicks

There are some things that every professional in that industry needs to guard with their life.  Construction workers guard their tools; brokers guard their contacts.  No matter where they go, brokers need to have their contacts readily available.  We understand how much blood, sweat, and tears went into compiling your book of business.  This is why Digsy provides a simple, but easily customizable method of exporting your contacts.  

Below we’ll walk you through on how to export:

  • all of your contacts
  • a variety of lists using the Search Function

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Respond to Your Contacts Directly from Digsy AI

We all know the annoyance of logging into your email and being greeted by a mandatory password change.  In reality, it doesn’t take very much effort to change a password, maybe 30 extra seconds.  But those 30 seconds broke your routine.  And for busy professionals, their routine is sacred.  CRM’s are so aggravating because they make a habit of destroying your routine.

We’ve taken a big step in returning control over your routine by allowing you to reply directly from the activities feed.  You can take your time on a heartfelt response, or you can quickly shoot out an email template.  Regardless of your choice, you no longer have a clunky system forcing you to dance between windows.

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Quickly Create Groups and Organize Your Contacts on Digsy AI

There’s an old spanish proverb that states, “Each mind is its own world”.  Digsy AI has assembled a brilliant team of designers and developers to create the platform that you know and love.  But, we cannot begin to fathom all of the different approaches that each broker will use in their daily workflow.  

This is why, we’ve taken the popular tagging feature and maximized its potential. Our newly upgraded tagging allows you to efficiently  group and organize multiple prospects at once. You can create as many tags to streamline your workflow.  Tagging was already incredibly powerful in a singular form.  Now it’s been multiplied to meet the demands of even the most prolific prospectors.

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New CRE Properties Feature! Keep track of Contacts & Properties in One Platform

Keeping track of your contacts and CRE properties just got a lot easier with Digsy AI’s newest feature – properties!

With this new feature, you can now:

  • Keep track of your properties and their details
  • Link your ownership contacts and leads with specific properties, and vice versa
  • Quickly search your properties to identify lease/sale opportunities


Here’s how it works:

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Reach More Prospects in Less Time Using Digsy AI’s Mass Email Feature

Your prospecting just got a lot more efficient with Digsy AI’s newest feature – emailing multiple prospects at once.

With just a few quick clicks, you can send the same email to a bunch of people. This combined with our personalized email templates is enough to turn anybody into a highly efficient prospecting machine.

It’s super simple, too. Here’s how you do it:

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Digsy AI Saves CRE Brokers 1,000 Hours with New Auto Dialer & Call Logging Feature

Fullerton, California: Digsy AI, the sales productivity software & analytics platform for CRE & B2B sales teams is at it again. In May, the company introduced native email sync, contact importing and email templates to help brokers save significant time following-up and automatically keeping track of email communications to-and-from prospects. They are now making it possible for brokers to save time calling and logging phone activities with contacts.

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Digsy AI Introduces Native Email Sync, Contact Importing & Custom Email Templates

Sales Productivity Software Provider Releases Power Features to Help Close More Deals

Fullerton, California: Digsy AI, the sales productivity software platform for CRE & B2B sales teams has launched three new features to help agents and sales reps automate their workflow and convert more prospects into customers. Among its users are agents and sales reps at CBRE, JLL, Colliers International, NAI Capital, Farmers Insurance and Sandler Sales Training.

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