Investor · Johnson City, TN · Member since 2021 · 42 posts · 13 votes
Hey everyone! Just wanted to see what is important to you in a CRM for your leads. Is it simplicity of use? A sweet user interface? Or is it some feature like drip sequences to followup automatically for you?
I work with one obviously but wanted to see what everyone feels is most important for their use case. Thanks!
What's important to me is ORGANIZATION. I'm not going to lie, I had a virtual assistant set up my Pipedrive account, but it's everything to our business. We call a lead through our dialer, a contact is already created for them on pipedrive. This account has their address, name, recording of the call (in my state it's legal to do that, I don't know about TN), the quality of the call determined by a 0-5 star rating at the end, as well as any notes that me or one of my callers took on the call. It shows which stage the deal is in (contact made, follow-up, inspection scheduled, under contract, and deal being marketed) and I have another pipeline that if a deal falls through or the seller isn't interested/lost contact they are added to it and it has it's own stages. It can remind me which ones to call today, tomorrow, or which ones to send a postcard to, etc.
Now, all a CRM is for it to help youorganize. If you can do it better/easier with a pen and paper... go right ahead. That's what I did, but whenever you have people calling for you or you have too many leads for that then I would say a CRM tool is essential.
Good luck! I have not experimented with any except Pipedrive, but I personally recommend it. If you look into it and want to use it, I can help you with it and give you a referral code for a % off!