Tag Archives: Priority Action Center

Get the Conversation Started with a Personal Note

If you don’t know what to write, try these conversation starters.

How often does this happen: The Priority Action Center of your Referral Maker™ real estate CRM has given you a list of clients to write personal notes to. Your stack of notes is in front of you on your desk. The only problem is that you’re not sure what to say. How can you Win the Day when you can’t think of a word to say? Don’t fret; we have you covered. Continue reading

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. Continue reading

Why Setting Measurable Goals is Essential to Your Business

Creating measurable and achievable goals for your business will keep you motivated to succeed.

Goal setting is an important part of running a business. When you don’t have goals, you may feel stuck and unmotivated. You may even feel like there is no purpose to your daily lead generating activities. However, setting vague, immeasurable business goals can be just as bad for your business. If your goals make it difficult to track your progress, you’ll never know how close you are to reaching them. This may leave you feeling frustrated, and wondering why you’re no closer to accomplishing your goals than you were last year. Continue reading

Use the Dashboard of Referral Maker CRM to Plan Your Day

The Dashboard of Referral Maker CRM will help you plan your day.


Productivity check: How do you feel at the end of a typical day?
A.) I feel awesome! I’ve checked everything, or nearly everything, off my to-do list and I feel super-duper!
B.) Totally drained. I feel like I haven’t gotten anything done—I spent most of the day putting out fires, and I would give anything for a nap.

If you’re like many agents, you may fall into category B. Although you would love to feel like you had a really productive day, little tasks always pop up during the day, causing you to shift your focus from the activities that matter the most to your business to putting out fires.

How you spend your time is often the difference between struggle and success. You can improve your chances for success by restructuring your day to boost your productivity. Continue reading