What I want in a CRM
Email parsing
Given:
- Milestone updates
- Texting from Ring Central number
- Leads & Contacts
- Forms
- Mass Emails & Texts
- Notes
- Email logs
- Reports
- Newsletter Templates
- LOS Sync
- Customized Records
- Relationships
- Automations
- AI Integration
- Zapier Integration
- Customer Service
- Data Backups
- Dropdowns
- Landing Pages
- Dashboards
- Trainings
- Mobile App
- Importing
- Exporting
- Mass Edit Records
- List Views
- Theme Day Call Lists
- Call lists
- Birthday
- Loan Anniversary / Annual Review
- Mid-Process Survey
- Post Close Survey
- Google Reviews (and other social platforms)
- All About You Forms
- Post Close Gifting
- Monthly Cheesy Gifts
- Monthly Client email
- Weekly Realtor emails
- Etc. based on GTX
Missing from mine:
Phone / Activity Tracking
- Auto record data entries and keystrokes (i.e. see a history of changes in the event someone modifies an entry).
- Ring Central Stats
- Auto track phone log (VMs left an calls made) – and provides time stamp and duration
- Track calls and answers – see who’s picking up the phone (with parameters – don’t count evenings or the person that calls seven times in a row).
- Call Log
- Account Pyramid / List Management
- It would be insanely awesome to have it upgrade, and downgrade (and alert you) based on referral sources leads, conversion, and compare that to their ability (i.e. MMI stats)
- Automatically update MMI stats (and customize them to you). i.e. They did 12 buysides and we got 3 of them.
- Be able to show how much we’ve touched a lead source
- Ex: 9 VM and 4 TT in last 30 days
- Gift sent
- 7 drip emails, 4 custom emails
- 3 auto text