Most CRM systems do not include any relationship to property. Adding property to the CRM structure provides many more opportunities.
CRM is central to both the Caldes Express and the Caldes Enterprise software. All contacts added can be marked up with one or more contact category. These categories can then be used for creating phone call lists, mail merges by letter or by email. Upon completion of the task a follow up can be set.
Relationships between contacts, properties and jobs are established. This can help identify further opportunities as well as conflicts of interest.
The Caldes Enterprise software also includes a company tree structure, to view all contacts at all branches in a single click, along with cleaver technology to identify duplicates and merge them.
For more information or a presentation, please contact us.