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How to Set Up Your Real Estate CRM: A Step-by-Step Guide

If you’ve landed here, you already know why a CRM is critical for your real estate agency. What you need now are practical tips to set it up for success. Most articles stop at the "why" of CRMs—but we're going to focus on the "how." Let’s dive into actionable steps and examples to customize your CRM and make it work for you.

CRM Hygiene: How a Tidy System Powers Big Results

Struggling with a cluttered CRM? Our latest blog dives into the essentials of CRM hygiene—how to organize your system, streamline processes, and keep your data fresh to drive better results and team efficiency.

5 Benefits of Using a CRM for Nonprofits and Charities in 2024

Assigning work to volunteers, pulling up donors’ contact details, analyzing fundraising campaigns — these are necessary tasks nonprofits and charities carry out so they can achieve their philanthropic mission. Here we’ll cover five key ways a CRM can help your nonprofit or charity thrive so your clients can as well.

The Future of Call Center Technology: What Managers Need to Know

Is your call center technology keeping up with the times? Rising customer expectations and relentless technological advancements are changing the call center as we know it — and fast. Gartner predicts that by 2025, four out of every five customer service organizations will use generative AI to enhance agent performance and better meet customer expectations.1 Falling behind on trends like these could mean longer wait times, frustrated customers, and, ultimately, lost revenue. That’s why we’re here to clue you in. Below, we explore five predictions for how technological advancements will shape the future of call centers.

Revolutionizing Call Centers: The AI-Powered CRM Transformation

Juggling a growing influx of leads, providing personalized service across multiple channels, and maintaining high customer satisfaction can feel like an endless balancing act. But artificial intelligence (AI) is transforming the call center industry by offering innovative solutions to these challenges and others. AI-powered customer relationship management (CRM) and CRM platforms are at the forefront of this transformation — with many call center leaders already using AI tools to improve efficiency, return on investment (ROI), and more.1 In this article, we look at five ways AI is influencing CRM and redefining call centers.