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IDX Matrix CRM

Call/Text/Email Logs

When managing a successful real estate business, you will need to stay in constant communication with multiple leads.


Features of Call/Text/Email Logs

When managing a successful real estate business, you will need to stay in constant communication with multiple leads. Excellent customer service is a key element in retaining and converting leads. The IDX Matrix CRM contains a history tab for each lead, which lists in detail all the communication to and from that particular lead. It doesn’t matter what method you’ve used to communicate; text, call status, or email, this is all stored in the history tab.

  • Makes providing excellent customer service easy
  • Allows access to previous communications
  • Record of communications across different platforms
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How Call/Text/Email Logs work

If a new agent takes over a lead, then using the communication logs they can simply look back at all previous messages sent to and from the client to get themselves up to speed. By knowing exactly what information has already been communicated to the lead, agents can quickly decide about the next course of action they should take to advance the lead along your sales funnel.

  • New agents can easily access previous communications
  • Quickly decided the best course of action
  • All the information available in one place

Benefits of Call/Text/Email Logs for end user

Miscommunication can cause your leads to become frustrated, this may slow down the process, reducing productivity, or in the worst-case scenario it can cause you to lose leads altogether.  Thanks to the simple and intuitive layout of the IDX Matrix CRM this is no longer a concern. You can instantly access, the easy to find history tab, providing you with everything you need to know to turn leads into clients and clients into sales.

  • Avoid miscommunications
  • Communication history all available in history tab
  • Simple and intuitive layout
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