Advantages of CRM Automated E-mail & Call Back Settings

Home Site Plus offers you a wonderful way to keep up with your clients and make a contact list. Whereas most people might find a contact, and type in their information manually, Home Site Plus does it for you automatically.

The agent can first get a notification through their cell phone in the form of a text message, saying that they have a request submitted. This is handy for the agent who is not always at their desk, but still needs to know that they have new clients to work with.

Also, the agent can set up their e-mail to get a message each time the client fills out a form as well. Each time a new client signs up their e-mail address is added to the contact list. This is helpful to both the client and the agent because the client is assured of a way that the agent can contact them. Plus, the agent now has them in their contact list, so that they can send group mailings to them.

By keeping an up-to-date contact list, you ensure that you are keeping in touch with your clients needs. Contact a service representative by filling out the form below to learn more about our automated CRM and lead generation tools.