Real Estate CRM

Real estate CRM platforms should focus on is data and reporting. Small operations can be satisfied by filling in a series of fields in software form that eventually become database entries in CRM. But, most operations will need to attach third-party records and documents to customers and deals. Commercial operations might attach copies of articles of incorporation, employee lists, and commercial tax information. Real estate CRM Developers will likely require localized documents such as inspection records, zoning forms, and similar documents.

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