What is a CRM - Essentially it's a "Smart" Database
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)
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Jeffrey Sefton
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What is a CRM - Essentially it's a "Smart" Database
Beyond the Leads
skool.com/beyondtheleads
LEAD CONVERSION STRATEGY & SYSTEMS. Your fast track to boost profitability - The Lead Conversion System for NON SALES PEOPLE in a SALES ROLE
Leaderboard (30-day)
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