Contact Management in the booj Platform

The booj platform, scheduled for rollout starting mid-summer, will be a powerful relationship engine that helps RE/MAX agents turn leads into business.

Central to the platform is the robust contact management system designed to help agents capture, nurture and convert leads. The system also makes it easy to keep in meaningful contact with past and current clients long after the transaction is over.

Here are a few features to look forward to.

The Contact Dashboard

View important details of each of your contacts at a glance, including transactions they’re associated with, significant dates such as home anniversaries and birthdays, and previous phone calls and marketing mailings.  Then add a follow-up task to your virtual To Do list within the platform.

Lead and Sphere Scoring

Lead and Sphere Scoring enables you to spend your time and marketing budget where it will be most effective. Each lead and contact inside of the CRM earns points every time they take an action – such as conducting a property search, engaging with your marketing emails and more! Not to mention, you also earn points based on how often you are interacting with your sphere! Both of these point systems help you identify your warmest leads and track which past clients are dropping out of your sphere of influence.

Contact Log

Here’s where you can log all touch points and conversations with clients. You can also add custom fields. For example – say you always make a point to find out a client’s favorite bottle of wine. Add “wine” as a custom field on the form. You can add up to 12 custom fields to help you keep track of the items that are most important to you. You can also send a referral in just a few clicks.

Customization

Just like everything in the platform, the contact management system is easily customizable so you can organize contacts the way that makes the most sense for your business. Custom tags and list views makes it easier than ever to have a comprehensive view of your business.

Keep checking back for more details on the booj platform! For more information about the contact management system, RE/MAX Affiliates can log in to RE/MAX University to watch an overview video.

Shares

Recommended

Leave a Reply

*