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SCOPE OF BUILDER’S CRM
Follow up
Daily Status of your team
Daily sales and marketing report
Internal Messaging
Status Changes within your team as per your SOP
Security
Email Automation
SMS/Email Integration
Contact Management
Team Management
Lead Management
Task and Activity Management
Sales and Opportunity Management
Sales and Opportunity Management
Data/File Storage
Import/Export Data
Email and SMS Integration
Facebook Integration
Reporting
Track potential, active, and past client interactions.
Assign tasks, notifications, and reminders so you never forget an appointment or request.
Teams can easily manage customer and prospect relationships from one place.
Easily automate and track sales and marketing activities to help sales focus on their most important goal, selling more.
Contact Buyers
Record Notes, Set Appointments, Complete Appointments, Send Emails & Texts
Set Follow ups, Update Sale Cycles, and customized options for builders and customers.
Internal Messaging feature
Internal Notes feature wherein we can communicate internally throughout the process for individuals.