CRM System
Managing leads, deals, and sales pipeline on a Kanban board
CRM Overview
Sales pipeline for managing leads on the GREM Capital platform: stages, roles, lead types, and sources
Lead Management
Creating, editing, and lead types in the GREM Capital CRM system
Sales Pipeline
CRM sales pipeline board: columns, filters, card sizes, export, and visual indicators
Deals and Finalization
Completing deals in CRM: lead finalization, commission, approval statuses, and reward payouts
Lead Chat
Messaging between brokers within a lead: real-time communication, action history, and notifications
Deadlines and Reminders
Setting deadlines for leads, configuring reminders, archiving, and documents
Calendar
The broker's working calendar: viewings, calls and meetings in one grid, linking an event to a lead and a property, four calendar views
Contracts: The Commission Split Agreement
How to draw up a commission split agreement for your property: the Latin-script form, documents, the electronic signature, the platform review and the seven contract states
Missed contacts
What buyers answer after seeing your phone: who got through, who did not, and how missed calls affect your reachability score