The CRM is designed to capture your leads at the source of their enquiry, allowing you to document exactly where your customer base has been viewing your properties.
- Leads from your website lead forms, leading property portals, social media or marketing campaigns can be automatically loaded into the CRM
- We can also add all your current and previous leads into the CRM for reservation management and personalised marketing campaigns
- You can also manually add leads to the CRM for walk ins or leads generated from outside social media or portals
- The Leads section of the Dashboard houses all of your leads. Each of these will remain in this list until an activity is logged against them
- To manually add a new lead, click New
- To view and edit your lead details, click the relevant leads name
Alternatively, to delete a lead, tick the relevant one and click Delete