Category: CRM

Recurring Home Service Contract Management With CRM

Recurring maintenance contracts are a powerful revenue stream for home service businesses, such as HVAC, plumbing, pest control, landscaping, and pool cleaning. These businesses benefit immensely from such contracts in...

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Best Property Management System for Real Estate Teams

A property management system for real estate is essential as the landscape changes. More people are choosing rentals, leading to a boom in the rental property sector. As rental properties...

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Home Service Business CRM With Email Automation

Home service businesses include essential services like plumbers, electricians, cleaners, and HVAC professionals. These businesses are dynamic and often operate on a flexible schedule. This is because they must adapt...

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Maximize Leads with Real Estate CRM and Social Media Integration

In today’s fast-paced real estate market, having a strong digital presence is no longer optional—it’s essential. Real estate agents face the challenge of managing multiple platforms, from websites to social...

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Home Service Business CRM and Payment Gateway For Faster, Secure Payments

Home service businesses often face significant payment-related hurdles that can affect their efficiency and cash flow. Delayed payments are a common issue. When clients don’t pay promptly, it becomes challenging...

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Track Job Estimates and Conversions with a Home Service Sales Pipeline CRM

Home service industries, such as HVAC, plumbing, electrical, pest control, and cleaning, thrive on efficiency and customer satisfaction. In these competitive fields, effectively managing job estimates and tracking conversions using...

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Real Estate Appointment Scheduler: Sync CRM & Calendar

In today’s fast-paced real estate industry, staying organized and managing time effectively can be the difference between closing a deal and losing a client. Real estate agents handle multiple appointments...

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Real estate asset management – Top strategies for Maximizing ROI

Real estate asset management is essential for ensuring a high return on investment (ROI). It’s a complex field, requiring investors and managers to juggle various elements to achieve sustained growth...

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GDPR Compliance for Real Estate: Protecting Client Data

When you’re working in real estate, handling personal data is part of your daily routine. This is where GDPR compliance for real estate and CCPA (California Consumer Privacy Act) come...

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Real Estate Lead Scoring: Prioritizing hot leads

Lead scoring is a smart way to sort through potential buyers. It helps real estate agents decide who is most likely to purchase a property. Think of it as a...

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