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10-01-2017, 01:20 PM #1
Reputation points: 50583
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- Jul 2014
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- 965
Centrex?
Any major crm has the capabilities of recording information and turning leads into deals and tracking. Most of them have the same custom functionality with different prices based on quantity of what's needed and storage. There are a million threads about crms and yes, salesforce (by popularity and turn-key capabilities) will be your go-to.
When it comes to funding- you need reporting management along. Syndication- same thing. That's why it's best to find a syndication/funding platform that includes it for you.
As a broker... any crm will work as long as you know how to set it up along with your process flow. Every companies different and it's up to you to do your research on what you need if you're a 5 man crew or a sales floor.Amanda Kingsley
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Always Live and Lead with Integrity.
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04-19-2023, 11:55 AM #2
Reputation points: 10
- Join Date
- Apr 2023
- Location
- New York, NY
- Posts
- 29
Blackbridge Investment Group
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