A CRM (Customer Relationship Management) system is a centralised hub for organising and managing crucial client information, leads and interactions. It is a vital yet simple tool for acquiring, cultivating and managing your customer relationships.
Some of what you can do with a CRM system includes:
- Storing your lead data
- Setting up tasks, notes and viewing requests
- Searching by Property Criteria or by Lead Data
- Filtering results by Portal for easy analysis
- Tracking client details
- Updating the notes and tasks of prospective buyers
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