“Hi Gary, I wanted to follow up with you regarding the success of our CRM software and especially the “Activity Plans” that you helped us to implement.

As you know, we have for some time been operating with extensive manual “check lists”. The check lists we designed were created with two main objectives. First to enable us to work as a complete team, and second as a complete management tool for our client’s entire real estate process.

With your help, we were able to fully automate our own 432 step process into the CRM system. Having used the system now for over a year, I can attest to you the success it has had on our business. Being able to launch plans (not check lists) has made our operation much more efficient and complete. Those in the office responsible for managing client files no longer need to improvise and second guess the process. Each step is automatically set up on their desktop w/ step by step procedures as a reference if they need it.

Our office manager has been able to alter the plans as needed, enhancing our ability to customize a particular client’s process or to simply edit a plan for efficiency. Our entire business model’s servicing process is in our CRM and is the tool of choice in our company. I want to thank you for your expertise and guidance in helping us to automate our servicing process.

It has made a world of difference to all of us and most importantly helped our client’s receive a thorough and completely managed real estate process.

If fully servicing a client is important, I recommend the real estate professional automate their process. No more hand written notes, no more “to do’s” falling through the cracks, no more embarrassing phone calls of what was forgotten, no more sleepless nights wondering what was done or left undone. It is all there, in the system, documented and professionally managed.”