Contact Management (Business Vendors/Suppliers)

It is imperative to your business to be able to capture and manage leads using a customer relationship database and application.  Once you convert a lead to a customer, you will need to satisfy your customer's needs and wants.  Rarely, do we satisfy our customers without the use of other business suppliers and vendors.  Therefore, it is also important to keep a separate list of your business contacts, such as property inspectors, appraiser, home stagers, decorators, printers, and maintenance and repair contractors.  Masterdigm CRM for Real Estate also has a built-in Contact Management System (CMS), similar to its Customer Relationship Management system, allowing you to communicate quickly and easiler with your business suppliers and vendors.

Sometimes the vendor or Supplier may actually be a lead as well.  Masterdigm CRM offers the ability to create a Lead and a Contact straightaway without having to create duplicate entries.  This means if you have a client that may want to buy a home and they are an appraiser for example, you can enter them into the Contact form as an appraiser and also have them identified as a lead to assist them into purchasing a home.

Masterdigm CRM also offers the capability to make your contacts public or private within the organization. If a contact is made public everyone in your organization will have access to it.  This is a great way to manage and share your Contacts around your brokerage or agency, especially if you have agreements or arrangement with a specific supplier.

To learn more about Masterdigm CRM for Real Estate, simply fill out form below and we will contact you shortly.