Having the ability to schedule follow up emails, contact leads through the CRM with texting and phone call relay and recording is a huge plus.
What do you dislike?
Not having the ability to search for a lead via a phone number is a no-brainer that isn't possible within the CRM. Sometimes you get a phone call from a lead without a voicemail being left and you can't necessarily search for that number in your database and figure out if its a lead or not. Another downfall of the software is that texts messages don't show up in your contact history in each lead. You have to click on the SMS button in an entirely different area of the screen to see if any conversations have taken place. In my personal opinion, ALL contact attempts and transmissions should be clearly visible in ONE area and not scattered about. Also, having to pay additional to have an agent or other member get updates sent to them is just unnecessarily more expensive. In order to use the platform to its highest ability requires even more money on a monthly basis; this should be included. The last dislike involves not having any sort of backend CRM for post-closing gifts.
Recommendations to others considering the product
You'll still need a backend CRM if you want any ability to send post-closing gifts and such.
What business problems are you solving with the product? What benefits have you realized?
Lead generation and follow ups are indeed more productive with BPD. Having the ability to text clients
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