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I recently tried out Insightly's servise and I absolutely appreciate it! It's extremely intuitive and user-friendly, making it easy for me to keep track of all my customer relationships as well as manage projects. Plus, the pricing is very affordable compared to some of the other similiar to this project management systems out there - a total win! I highly recommend Insightly.
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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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