A CRM is essentially a TOOL that you can use to MAINTAIN, MANAGE & GROW your business. It may also consist of a website integrated with IDX technology to display MLS listings on the website.
- Used for Managing – Leads, Clients & Transactions.
- Follow up – Provides an organizational system to stay in touch with clients and leads
- Tracking – Know where your business comes from, how many touches your clients are getting, your business volume, goal setting & goal tracking
- Automation – Use automation to free up more time for your clients (Functionality of each CRM differs and offer a wide range of features) AI functionality is also built in to some CRM's)