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Customer Relationship Management (CRM)
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We built a powerful CRM system directly into our product to help you work more efficiently
while providing superior service to your clients. It is easy to use and is fully
integrated into every aspect of our service.
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Easy to use & fully automated
SMART CRM will intelligently track and organize
of your client data. Whether you are creating a new search
for a client, sending an email or requesting a registration SMART is
always behind tracking and organizing this information for you. For instance, open
any client record to view its related information.
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Stay Organized
Your CRM database behaves much like a
spreadsheet providing you with powerful searching, grouping, sorting and filtering
options. You can also export your client database into an Excel spreadsheet, PDF,
HTML or Word document.
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Bulk Follow ups
Easily follow up with multiple
clients at a time by checking multiple records. Often times agents will generate
a daily report showing all the pending follows as shown below.
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Built-in Client Conflict Alerts
Our client conflicts alerts will automatically
alert you if the client is working with another agent. To view the conflict simply
click on the red circle. This mechanism works in the background and in real-time
and does not require any extra work on your part. In other words, it's
simple!
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"Lists I Sent.."
SMART CRM also contains a powerful
new screen showing you any Lists you've emailed your clients and whether they viewed them. You can
re-send, recall, re-register and even disable email reports with a single mouse click.
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