CareNote is the system that gives you a bird's-eye view of what's happening in your community's care network without overwhelming you with options. CareNote easy to use, it streamlines communication, and it keeps everything in one place so everyone's on the same page—no more emailing around a spreadsheet, shouting down the hall, or passing around a binder full of Post-It notes!
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Based on our record, FollowUpBoss seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Send each new lead and past client a "Happy 4th of July" type text. You can set up an automated drip campaign for simple things like this in your CRM; followupboss.com is probably one of the best ones I've used, but you could use most CRMs that have drip campaigns. Here my biggest thing is "more touch points" since most clients forget about their agents. Source: 6 months ago
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