3 Ways to Optimize Your Day with Referral Maker CRM’s Priority Action Center

The Priority Action Center of Referral Maker CRM gives you the daily low-down on what to do, who to call and what to say.

The Priority Action Center of Referral Maker™ CRM is designed to help agents take the guesswork out of who to connect with, what to say and what to do each day by generating a daily list of activities that addresses these common questions. That way, agents can spend more time doing what they do best—providing excellent service to their clients. Here are three ways to get the most out of the Priority Action Center:

1. Know who to connect with today. If you’ve ever spent the first hour of your morning organizing your list of people to call or connect with that day, we have good news for you—Referral Maker™ CRM will help you get your hour back. Referral Maker automatically generates a list of the five most important people for you to call every day based on the categories of your database.

If you’re in the middle of a transaction with buyers or sellers, Referral Maker includes contact with them in your daily to-dos as well so that you’ll never forget a call, personal note or Pop-By.

2. Always know the right words to say or write. Do you become tongue-tied thinking about what to say, even to your favorite clients? We get it; sometimes you’re at a loss for words—it’s normal. That’s why the Quick Ideas tab of Referral Maker features Brian Buffini’s proven dialogues, so you can get the conversation started, offer your services and ask for a referral.

If you spend several minutes with pen in hand thinking of something impactful to write in a personal note to a client, Referral Maker has you covered there as well. The Quick Ideas tab also features several writing prompts to help you get started.

3. Get ideas for Pop-By gifts. If the thought of delivering Pop-Bys leaves you shy and nervous, let Referral Maker do the heavy thinking for you. The Quick Ideas tab of the Priority Action Center offers dialogue suggestions as well as several gift ideas, organized by season. All you have to do is deliver them with a smile, and keep the dialogues at the front of your mind when you start the conversation.

Referral Maker CRM real estate software strives to streamline your to-do list so that you can spend more time with your best clients. In addition to the Priority Action Center, Referral Maker also features all of the reports and tools you need to help your business thrive. To learn more about Referral Maker CRM or to try it free for 30-days, visit Referralmaker.com.

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