Client Relationship Management -- No More Upset Clients!
Our CRM is so cool! Our CRM allows your agents to track their relationships with their clients. Our SRM provides status settings, automatic e-mail reminders, task management, and note history functions to keep your agents on top of their game.
NO MORE UPSET CLIENTS - If you constantly get calls from upset clients saying their agent isn't keeping them in the loop and up-to-date, then you're going to love our automatic e-mail client update system -- and the clients love it as well! Each time an agent talks to or tries to contact a member, after they place a note in the member's file, they simply click a button and the client will receive the note letting them know the agent is working on their property. This gets the client involved in the process and let's them know the agent is working on their property increasing the percentage of clients willing to continuing using your services.