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HomeSyncing notes and communication history to CRMClient Communication & Relationship Automation

Client Communication & Relationship Automation iconClient Communication & Relationship Automation

Client Communication & Relationship Automation

Syncing notes and communication history to CRM

admiJuly 7, 20251 min read
Client Communication & Relationship Automation

Notification alerts for client inquiries or actions needed

admiJuly 7, 20251 min read
Client Communication & Relationship Automation

Personalized onboarding emails for new clients

admiJuly 7, 20251 min read
Client Communication & Relationship Automation

Drip email campaigns for buyers, sellers, and investors

admiJuly 7, 20251 min read
Client Communication & Relationship Automation

Follow-up sequences post-viewing or after closing

admiJuly 7, 20251 min read
Client Communication & Relationship Automation

Automated satisfaction surveys and testimonial requests

admiJuly 7, 20251 min read
Client Communication & Relationship Automation

Birthday/anniversary wishes to past clients

admiJuly 7, 20251 min read
Client Communication & Relationship Automation

Automated appointment confirmations and reminders

admiJuly 7, 20251 min read
Client Communication & Relationship Automation

Automated check-ins on key transaction milestones

admiJuly 7, 20251 min read
Client Communication & Relationship Automation

Auto-tagging and segmentation of clients for targeted outreach

admiJuly 7, 20251 min read
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