In this video featuring David Anderson, LionDesk Founder & CEO and A.J. Powers, Broker/ Owner of Powers Premiere, both discuss the need for having a CRM to take you to the next level.

We’ve created a list of the top 20 things to do to maximize the most of your CRM. Make 2020 your best year yet!

With the new year in full swing, David Anderson shares client and company growth from 2019 and LionDesk’s most important goals and vision for 2020.

If you’re a real estate agent or a mortgage broker or really any sales position, you know the value of a hot lead. Your day is filled with being pulled in multiple directions and you’re always on the go. So, remembering which leads to follow up with each day is not something you can remember on your own.

How many people do you have in your database? 50, 100, 500, 1,000+?

The average CRM user has 600. Don’t worry if yours is less or more than that number.

What’s important is how you have them segmented in your database

If you’re a real estate agent, you know that work-life balance gets challenging. Especially when you’re trying to market yourself and your business, get new leads, make calls, send emails, keep up with important tasks, close deals and the list can go on.

Before signing up with LionDesk, Matt Lewis hadn’t reached out to his contacts in a long time and knew there was something missing in his business. What was missing was being able to follow up and communicate effectively.