Email and SMS Sending
Learn how to send emails and SMS messages directly from the CRM to communicate effectively with your clients.
Snippet Creation and Usage
Discover how to create snippets and use them to save time and maintain consistent communication.
Tags and Smart Lists
Learn how to add tags and create smart lists to segment your contacts (follow-up this week, 30 days, 60 days, buyers, sellers, etc.).
Notifications and Automated Reminders
Understand how to manage notifications and set up condition-based automated reminders so nothing falls through the cracks.
Google Review Collection
Learn how to request Google reviews using the reputation module to strengthen your online credibility.