What is mortgage CRM software? Loan officers and mortgage professionals use mortgage CRM software to track clients, capture loan prospects, solve issues, and analyze sales. A mortgage CRM software should have all the features that mortgage lenders need. Some of the features that it must have are: 1.All information stored in the cloud 2.Loan Origination…
CRM in financial planning helps financial advisors and companies manage their client relationships efficiently and effectively. Why Do Financial Advisors Need CRM? For every organisation, the customer is at the core, from offering the best service to ensuring they are offered the best financial advice. CRM for financial services does just this. It helps financial…
Introduction A CRM manager helps the businesses develop new customers and retain the existing ones, thus optimizing the sales funnel in an outstanding way. A CRM manager is all you need to move about successfully in the modern business era. If you hire a CRM manager, he or she will streamline the entire business processes…
Welcome to our Product Updates! We’re here to provide you with some most accessible and affordable features that make your business progressive. Apptivo always tries to dig innovative ways for our customers to make their business easier to handle without stress. so, here we are for you with a new payment gateway to handle the…
Introduction CRM (customer relationship management) is a technology that manages the customer interactions and helps build superior customer relationships. CRM helps to streamline the entire business processes and expedites productivity to a greater extent. All the information present in the CRM software keeps the functionality across multiple departments in an aligned manner. CRM helps to…
Introduction A real estate CRM is a customer relationship management solution that helps to manage all the interactions in the real estate environment with both the leads and the clients. The CRM tools help the realtors with their day to day activities and reduce manual efforts to a larger extent. There are a lot of…
Introduction Customer connection plays a major role in the sales cycle. The sales cycle starts and ends with the customer. The goal of every business is to connect with the customers in an effective way. Customers want to have a good experience during the buying process and only those customers are likely to buy from…
Introduction When it comes to lead generation, a lot of channels can help generate more leads for your business. Be it a social media campaign or a television ad. What you need to know more is how CRM works best for the start up firm to grow their business. Before that, we need to know…
Introduction Over the years, the healthcare industry is gaining prominence and becoming competitive. With many applications in the healthcare market, patients are highly informed, thus demanding superior and prompt customer service in the forthcoming years. What is Healthcare CRM? The healthcare CRM solution is a well designed software solution for healthcare institutions such as hospitals….
Introduction In the digital era, everything is centered around the customers, and the customers’ preferences dictate the product, sales and marketing strategies. So, it is essential to understand what the customers want, and communicate with them accordingly. Understanding customers is more than just guess work. It requires facts based on extensive data on customer searches,…
