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, what the seven states mean, how network mode offers the property to specialists of the GREM network, and how to confirm your own authority over a listing
Missed contacts
What buyers answer after seeing your phone: who got through, who did not, and how missed calls affect your reachability score
Opportunities and the GREM network
Where the opportunity deck lives, the five kinds of offer, what you accept when you take one, how many specialists see the same offer, how offers are matched to your deal profile, and what network mode on a commission split agreement means