Tracking All Referrals and Leads; Necessity and Service

We often have Realtors reach out to us to inquire about referrals they sent our way. Years ago, we’d get back to them only after combing through our notebooks and piles of sticky notes :). Now days, however, we promptly send them full reports with the name, phone number and email address of every referral […]Read More

CRM Software Is an Absolute Must; Pays for Itself Very Quickly

In 2008, we spent $65,000 on a Customer Relationship Management (CRM) software program and it paid for itself within a year. The CRM program allows us to (1) organize ALL of our client contacts and data in one source; (2) contact ALL of our clients constantly with a single click; (3) track all of our […]Read More