Why It Matters
Accurate CRM usage ensures seamless handoffs, data-driven insights, and consistent client experiences.

Standards

Contact Management

Enter full details for every client lead.

Categorize clients (Buyer, Seller, Investor).

Interaction Logging

Record every call, meeting, and significant communication.

Tag interactions with relevant property IDs.

Follow-Up Tasks

Assign tasks with clear due dates.

Use automated reminders to ensure no opportunity is missed.

Data Hygiene

Archive inactive leads quarterly.

Standardize naming conventions (first name, last name, company if applicable).

Outcome
A reliable CRM system empowers agents to deliver personalized service and improves conversion rates.