One System for a Growing Office
Equipping a large, growing brokerage is a balancing act. Nick needed a CRM and a front-end website in one, with ready-made content, at a price that let him provide it to every single agent. It also had to be simple enough that agents, and their assistants, could use it without extensive training.
Market Leader checked every box. His agents love the prewritten newsletters they can fully customize. But what Nick is enjoying most right now is how the CRM connects seamlessly to their phones. Contacts and activity flow both ways, so no one is doing double data entry.
Nick’s Tip: Get Your Groups Right
For brokers building Market Leader out with their agents, Nick’s advice is to make groups a habit from the start:
- Make sure agents add every contact to a group
- Break groups down correctly, so everyone is separated out
- Use those groups to send Market Leader’s marketing materials, and agents’ own, to specific, targeted people