A simple yet effective CRM is the missing piece in your sales and marketing toolkit.
The MyBook CRM works overtime so you don’t have to. It organizes your contacts, tracks every interaction (phone call, email, transactions), and automates your work flow using action plans and drip campaigns.
Our CRM empowers you to deliver great customer service: you’ll never forget to reply to a message, get to a meeting, or overlook someone’s birthday – you’ll always be nurturing. Additionally, the My Book CRM provides powerful reporting tools that will keep you on track with sales, operations, and marketing.
- Keep track of your Contacts, Leads and Professional Contacts
- Provides a record of all your touch points with your contacts; emails sent, phone calls made, meetings and presentations
- Support for best practices like A-B-C grading of your contacts
- Track referrals; see who brings you the most new business
- Leads from Jumptools websites automatically flow to your CRM
- Easily assign Leads and Contacts to automated email Drip Campaigns to let you stay in touch and stay top of mind – automatically!
- Assign contacts to Action Plans that give you automatic calendar reminders – you’ll never forget your stay in touch tasks again
- Keep track of your current buyer and seller opportunities
- Save transaction summary information (sale price, closing date, commission earned) that feeds into a lifetime value view of your contacts
- Easy to use Business Planning module lets you quickly see how many deals/ends you need to hit your financial targets