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The Ultimate Guide to Brivity CRM’s Lead Management
Welcome to our comprehensive guide to Brivity CRM’s different leads for different members. As a real estate agent, you know that managing leads effectively is critical to success in the industry. Brivity CRM offers a unique approach to lead management that can help you streamline your workflow, improve your communication, and ultimately close more deals. In this article, we’ll explore Brivity CRM’s lead management system in detail, and show you how you can use this powerful tool to take your business to the next level.
What is Brivity CRM?
Brivity CRM is a cloud-based customer relationship management (CRM) platform designed specifically for real estate professionals. It was created by Ben Kinney, a top-producing agent and entrepreneur who saw a need for a better way to manage leads and streamline workflows in the real estate industry. Brivity CRM is designed to be a one-stop-shop for managing your entire real estate business, from lead generation to transaction management and beyond.
The Benefits of Brivity CRM
There are many benefits to using Brivity CRM in your real estate business. Here are just a few:
| Improved Lead Management | Brivity CRM’s lead management system is designed to help you keep track of all your leads in one place. You can easily assign leads to team members, set up automated drip campaigns, and track your progress over time. |
| Better Communication | Brivity CRM’s communication tools allow you to stay in touch with leads and clients via email, text message, and other channels. You can even set up automated responses to common inquiries, saving you time and effort. |
| Streamlined Workflows | With Brivity CRM, you can automate many of your daily tasks, such as scheduling appointments and sending reminders. This frees up your time to focus on more important things, like building relationships and closing deals. |
| Advanced Reporting | Brivity CRM’s reporting tools give you valuable insights into your business performance. You can track your sales pipeline, monitor team performance, and identify areas for improvement. |
Understanding Brivity CRM’s Different Leads for Different Members
One of the key features of Brivity CRM is its ability to handle different types of leads for different members of your team. This is particularly useful if you work in a team environment with multiple agents or support staff. Here’s how it works:
Types of Leads
Brivity CRM allows you to create two types of leads:
- Unassigned
- Assigned
Unassigned leads are those that have not yet been assigned to a specific team member. Assigned leads are those that have been assigned to a team member for follow-up. When a lead is assigned, it becomes the responsibility of the assigned team member to manage that lead until it is either converted into a client or disqualified.
Assigned Leads Management
When a lead is assigned to a team member, that team member becomes the primary contact for that lead. They are responsible for managing all communication with the lead, including phone calls, emails, and text messages.
Assigned leads can be mass updated, allowing you to easily reassign leads as needed. This is particularly useful if a team member is out of the office or unavailable for an extended period of time.
Unassigned Leads Management
Unassigned leads are managed by a team member with the role of Lead Router. The Lead Router is responsible for identifying unassigned leads and assigning them to the appropriate team member based on criteria like location, price range, or property type.
Unassigned leads can also be managed using automated workflows. For example, you can set up an automated workflow that assigns all leads from a particular geographic area to a specific team member. This can save you time and effort, as you won’t have to manually assign each lead.
Working with Different Types of Leads
Working with different types of leads in Brivity CRM is easy. You can filter your leads based on their status (unassigned or assigned), and you can also filter by team member. This allows you to quickly see which team members are managing which leads, which can be particularly useful if you need to reassign leads for any reason.
Additionally, Brivity CRM provides robust reporting tools that allow you to track which team members are performing best with different types of leads. You can use this data to make informed decisions about how to allocate resources and optimize your team’s performance.
Frequently Asked Questions
1. What is Brivity CRM?
Brivity CRM is a cloud-based customer relationship management (CRM) platform designed specifically for real estate professionals. It’s designed to help you manage your entire real estate business, from lead generation to transaction management and beyond.
2. How does Brivity CRM handle leads?
Brivity CRM allows you to assign leads to specific team members, or to leave them unassigned for the Lead Router to manage. This allows you to handle different types of leads for different members of your team.
3. Can I automate my workflows in Brivity CRM?
Yes! Brivity CRM offers several tools to help you automate your workflows, freeing up your time to focus on more important tasks.
4. Can I track my team’s performance using Brivity CRM?
Yes! Brivity CRM provides robust reporting tools that allow you to track your team’s performance and identify areas for improvement.
5. Can I use Brivity CRM for transaction management?
Yes! Brivity CRM offers a comprehensive suite of transaction management tools to help you manage your deals from start to finish.
6. Is Brivity CRM easy to use?
Yes! Brivity CRM is designed to be user-friendly and intuitive, with a simple, clean interface that makes it easy to find the tools you need.
7. How much does Brivity CRM cost?
Pricing for Brivity CRM varies depending on the number of users and the features you need. Contact Brivity CRM for a customized quote.
8. How can Brivity CRM help me grow my real estate business?
Brivity CRM offers a suite of tools designed to help you streamline your workflow, improve your communication, and ultimately close more deals. By using Brivity CRM to manage your leads and transactions, you can focus on building relationships and growing your business.
9. Can I integrate Brivity CRM with other tools I use?
Yes! Brivity CRM offers integrations with a variety of popular tools, including Zapier, Mailchimp, and DocuSign.
10. How secure is my data in Brivity CRM?
Brivity CRM takes data security seriously, and uses a variety of measures to protect your data, including encryption and access controls.
11. Can I access Brivity CRM from my mobile device?
Yes! Brivity CRM offers a mobile app that allows you to manage your leads and transactions from anywhere.
12. Can I try Brivity CRM before I buy?
Yes! Brivity CRM offers a free trial so you can test the platform before committing to a purchase.
13. What kind of support does Brivity CRM offer?
Brivity CRM offers a variety of support options, including phone support, email support, and a detailed knowledge base.
Conclusion: Unlocking the Power of Brivity CRM
In conclusion, Brivity CRM’s different leads for different members can be a game-changer for real estate professionals. By using Brivity CRM’s lead management system, you can streamline your workflows, improve your communication, and ultimately close more deals. Whether you work as a solo agent or as part of a team, Brivity CRM can help you take your business to the next level. To learn more, visit the Brivity CRM website today.
Closing or Disclaimer
Brivity CRM is a powerful tool that can help you manage your real estate business more effectively. However, as with any software platform, there is a learning curve involved. We encourage you to take the time to learn about Brivity CRM’s different features and tools, and to take advantage of the company’s support resources if you need assistance. With the right approach, Brivity CRM can help you achieve your real estate goals and build a successful career in the industry.
