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IDX Matrix CRM

Create Groups

Every customer is unique, what they are looking for in their dream home


Features of Create Groups

The IDXmatrix CRM allows you to create groups according to your clients search criteria. If you have multiple people looking for 3 bedroom houses, or several clients looking to get a city centre apartment, then these can be put into separate groups. The advantage of this is that when a new property becomes available, or there is an open house, which meets your clients search criteria, our system will automatically perform a bulk mail out to those who might be interested.

Create Groups
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How Create Groups works:

While every customer is a unique individual they often have a lot in common too. A married couple with 2 children will often be looking for a 3-bedroom house. A young single professional will be looking for a 1-bedroom apartment in the city centre. You know the importance of building a relationship with your client and treating them as an individual. However, if you complete every task with just one customer in mind at a time, you will end up repeating tasks over and over again.

That’s why using our software to organise your leads into groups is such an efficient way of working. You can create a group of leads that are looking for 3-bedroom semi-detached houses, and then each time a property of that description is added to your listings, our CRM will automatically email the property details to everyone in that group.

Benefits of Create Groups to end user:

Without our software installed you would have to go through all of your leads, determine which ones are looking for the type of property you’ve just uploaded and then email them all individually. We take away this time wasting hassle, so you can focus on completing sales.

Create Groups

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