Your favorite CRM for real estate is making some updates you are going to love! Our Developers have been listening to you! The Home page is the first page you see when you login to your CRM each day, so we’re giving it even more functionality. We’re saving the best for last, so keep reading….

You’ll notice the Calendar looks a bit different, but look to the left. You can easily choose what items you want to see. You can select if you want to see Holidays, Marketing Events, Transaction Dates, Birthdays, Anniversaries, or Team member’s appointments.

In addition to that, you can choose what COLOR you want those items to appear. Click the edit icon in the right corner of that section, then you will be able to select a color for each item. This includes the Team Members!

The Call List, Task List, Hot List, and Birthdays and Anniversaries haven’t been left out. They also have been streamlined to provide you maximum efficiency.

Here’s the part you’ve been waiting for!

You can now reorganize the Home page to have the items that matter most to you at the top! Just click and drag each of the sections to arrange them in the way that you prefer. Do you want to see your Call List and Task List at the top? You can do that! Calendar most important? You can do that, too!

Watch this video for a tutorial:
When creating the best CRM for Realtors, you have to make it customizable. These updates do just that! We’re always listening to your feedback, so keep it coming!

If you have any questions, please reach out to our 24/7 support – we are here to make you a SUCCESS.