CRM
Join our CRM that uploads your leads daily or as needed. No more manilla folders scattered over your desk or on the floor! Our customized CRM will turn your office into a paperless system. Your prospects and clients will now be organized so you can instantly recall them to your computer’s screen.
- You can: create pending tasks and events for yourself,
- Have your agenda emailed to you automatically each morning!
- Schedule follow up calls and emails and you’ll be reminded of those tasks.
- Research on the County’s website and download files into the CRM
- Have all of your client’s paperwork stored for instant retrieval.
- We’ve created pipelines for the overage business that take you step by step through each phase to completion. You can view your pipeline and see what phase each customer is in. So for instance, if you have 12 customers in the “Make Calls” phase, you simply click on the “Make Calls pipeline” and all 12 of those customers will pop up for you to work!
- Once you are on our CRM you will never wake up in the morning and wonder what to do or where to begin. Your life is finally organized!
- Join our CRM for free as a JVP partner