Most mortgage CRM lists rank tools on how well they track a loan from application to closing. Your loan origination system already tracks the file. The pipeline nobody tracks is the real estate agents, builders and past clients who send you the next borrower. For the loan file, pick a mortgage-built CRM that syncs with … Read more
Ask your team why the last five deals were lost and you’ll hear five confident answers, most of them “price”. Nobody wrote a reason down on the day the deal ended, so the team goes with a guess. Win-loss analysis is a regular review of why deals were won or lost. For a small team … Read more
A landlord fills in your rental analysis form on Tuesday. You send the numbers on Wednesday, they thank you and say their tenant’s lease runs until June. Nobody calls them in May, and a leasing CRM would not help either, because it tracks renters, not owners. Keep units, leases and tenants in your property management … Read more
Every CRM comparison table has a row called email sync, and the cheaper tools often have a cross in it. Maybe you BCC’d a client from a trial account and nothing showed up on the deal. Do you need your whole inbox connected, or is copying the right emails enough? CRM email sync connects your … Read more
The best leads you got this month are probably in your LinkedIn inbox. That inbox sorts them by whoever wrote last, so a yes from Tuesday is under ten new messages by Friday, with no date on it and no next step. A LinkedIn CRM turns each LinkedIn conversation into a deal with a stage, … Read more
You can count dozens of sales metrics, and lists of 20 or more will happily tell you to. The decision in front of a team of three is smaller. Which numbers will you agree to act on when they move? A small sales team should track six KPIs: revenue won, new deals added, win rate, … Read more
A lead is someone who has shown interest but hasn’t been checked, and a prospect is a lead you’ve checked and found to fit. An opportunity is a real sale in progress. Some outbound teams swap lead and prospect, and in Fluid CRM both are a contact with a deal at an early stage. Your … Read more
A list of 20 CRM automation ideas sounds useful until you remember that a team of three has nobody to look after them. Meanwhile, the lead from Tuesday evening still has no owner and no next step. Deals die on the days nobody opens the CRM, so start with the few rules that stop that. … Read more
Most sales prospecting advice assumes someone’s whole job is prospecting. On a small team, that person also runs sales calls and answers clients, so prospecting is the first thing dropped in a busy week. A smaller routine you keep beats a bigger one you quit by week three. Sales prospecting is finding people who fit … Read more
Someone on your Pipedrive team starts calling down a list, and you find out Pipedrive has no phone. So you price a dialer app, then you look at Close, where the phone is built in and billed by the minute. The two bills end up closer than their seat prices suggest. Pipedrive vs Close comes … Read more