This blog is dedicated to the dissemination of information about Real Estate specific contact management and CRM software.
ARCHIVED BLOG POSTS
A good CRM allows you to record essentially two sets of ways someone who did business with you, found you. One set is that they were a personal referral, made by an individual, such as another agent, or by a non-agent such as someone in your sphere of influence. If they came from one of these two...
How do you best organize your contacts? Each software has it's own term for how they group the contacts. One of the primary functions of a CRM is to be able to select a certain group of contacts with which to work. You may want to contact a certain group of people to call them to follow up, send ...
It may sound trivial but it is absolutely not. You should always, without exception, have both a first name and last name in every contact. When you have it, use a middle initial too, to distinguish between two people with the same name. If all you have is the first name of John, and you have no ...